Pipedrive and Mailchimp Integration: Automate Your Follow-Up & Re-Engagement


In the world of digital marketing, two platforms have made a significant impact: Pipedrive and Mailchimp. Pipedrive is a sales-focused Customer Relationship Management (CRM) software that helps businesses with lead and deal management, communication tracking, and sales automation. On the other hand, Mailchimp is a robust email marketing service provider known for its flexible campaign creation tools and detailed analytics.

But what if you could combine the strengths of these two platforms?

That’s where the Pipedrive and Mailchimp integration comes in. It seamlessly merges Pipedrive’s CRM capabilities with Mailchimp’s email marketing expertise. This integration empowers businesses to automate their follow-up and re-engagement efforts – from segmenting audiences and personalizing content to monitoring campaign performance.

The outcome? A streamlined, automated system that saves time, reduces manual work, and significantly improves the effectiveness of your email marketing campaigns.

In this guide, we’ll explore how you can leverage this powerful combination to transform your follow-up automation and re-engagement strategies. We’ll cover everything you need to know about the Pipedrive and Mailchimp integration, including Pipedrive setup instructions by Luaak Solutions and tips for maximizing its features.

Whether you’re new to Pipedrive or already using it for your business, Luaak Solutions’ expertise as a Pipedrive expert can help elevate your sales game. With their guidance, you can streamline processes, drive growth, and maximize efficiency to unlock the full potential of Pipedrive’s CRM capabilities.

Ready to take your email marketing to new heights? Let’s dive in!

Pipedrive and Mailchimp Integration

Understanding the Pipedrive and Mailchimp Integration

To understand the Pipedrive and Mailchimp integration, it’s important to first grasp what each individual platform does.

Pipedrive: Streamlining Customer Relationships

Pipedrive is a customer relationship management (CRM) software. But what does that mean? Essentially, it’s a tool that helps businesses manage their interactions with current and potential customers. With Pipedrive, you can:

  • Streamline processes
  • Build customer relationships
  • Increase sales
  • Improve customer service
  • Boost profitability

Mailchimp: Powering Email Marketing Efforts

On the other hand, Mailchimp is an email marketing service provider. This type of platform assists businesses in managing and communicating with their clients, customers, and other interested parties. The main objectives of using an email marketing service like Mailchimp are to:

  • Promote products or services
  • Keep clients informed about new updates or features
  • Engage with subscribers on a regular basis

How Pipedrive and Mailchimp Work Together

While Pipedrive focuses on managing customer relationships and Mailchimp specializes in email marketing, the two platforms can be seamlessly integrated to enhance your overall marketing strategy.

The integration between Pipedrive and Mailchimp allows users to:

  1. Define customer segments within Pipedrive
  2. Export those contacts to Mailchimp for targeted email marketing campaigns

This integration offers various benefits such as:

  • AI-powered capabilities: Utilize artificial intelligence features for smarter targeting and personalized messaging.
  • Simplified setup processes: Easily connect your Pipedrive and Mailchimp accounts without any technical hassle.
  • Efficient contact management: Sync contacts and relevant fields between both platforms for accurate data management.
  • Effective campaign tracking: Monitor the performance of your email campaigns directly within Mailchimp.

Example Use Case: Segmentation for Personalization

To better understand how the Pipedrive and Mailchimp integration can be utilized, let’s consider an example:

  1. You have a list of contacts in Pipedrive, including both hot leads (potential customers who have shown strong interest) and cold leads (potential customers who have shown minimal or no interest).
  2. Using Pipedrive’s segmentation feature, you can easily divide these contacts into two separate groups based on their lead status.
  3. With the integration in place, you can then export these segmented lists from Pipedrive to Mailchimp.
  4. In Mailchimp, you create two distinct email campaigns: one tailored specifically for hot leads and another for cold leads.
  5. By sending targeted messages to each group, you increase the chances of capturing their attention and driving desired actions.

How to Set Up the Integration

The process of connecting your Pipedrive and Mailchimp accounts is straightforward:

  1. Make sure you have an active Mailchimp account.
  2. In your Pipedrive account, navigate to Tools and apps > Integrations > Mailchimp.
  3. Follow the instructions to authorize the integration between both platforms.
  4. Once connected, you’ll have the option to select which fields (such as email, name, birthday) you want to sync from Pipedrive to Mailchimp.
  5. Additionally, you can map specific fields in Pipedrive to match corresponding fields in Mailchimp for seamless syncing.
  6. If needed, you can also manually export individual contacts or contact lists from Pipedrive to Mailchimp.

Enhancing Email Marketing with Pipedrive and Mailchimp Integration

The primary goal of integrating Pipedrive with Mailchimp is to leverage the strengths of each platform in order to achieve faster, easier, and more effective targeted email marketing efforts.

By combining the customer insights and relationship management capabilities of Pipedrive with the email creation and automation features of Mailchimp, you can:

  1. Segment your audience: Divide your contacts into meaningful groups based on various criteria (e.g., lead status, industry, location).
  2. Craft personalized messages: Tailor your email content to resonate with each specific segment, addressing their unique needs or pain points.
  3. Automate email workflows: Set up automated sequences or drip campaigns to deliver timely messages and nurture leads over time.
  4. Track campaign performance: Monitor key metrics (such as open rates, click-through rates, conversions) to gauge the effectiveness of your campaigns.
  5. Iterate and optimize: Use the insights gathered from tracking to make data-driven improvements to your future email marketing strategies.

Ultimately, this integration empowers you to establish stronger connections with your audience, provide them with valuable information, and drive meaningful actions that contribute to your business growth.

Benefits of Automating Follow-Up and Re-Engagement with Pipedrive and Mailchimp

Email marketing is a dynamic landscape where follow-up and re-engagement are pivotal to maintaining customer interest and improving conversion rates. Integrating Pipedrive with Mailchimp affords businesses the opportunity to automate these crucial processes, leading to more efficient and consistent interactions with your audience.

Importance of Follow-Up and Re-Engagement in Email Marketing Efforts

  • Persistence Pays Off: Automated follow-ups ensure that no lead falls through the cracks. By consistently staying in touch, you increase the chances of converting leads into customers.
  • Rekindle Interest: Re-engagement campaigns target users who have become inactive or less responsive. These campaigns remind customers of your value proposition and encourage them to take action.

Advantages of Leveraging Pipedrive and Mailchimp for Automated Follow-Ups

  • Streamlined Workflows: Set up a sequence of emails once and let the system handle the rest. This means more time can be dedicated to crafting compelling content rather than managing schedules.
  • Data-Driven Decision Making: With both platforms integrated, you gain access to valuable insights that can inform the timing, content, and recipients of your follow-up emails.
  • Seamless Synchronization: Keep customer segments updated in real time. When a lead’s status changes in Pipedrive, Mailchimp receives this data, ensuring targeted email marketing campaigns remain relevant.

How AI-Powered Capabilities Enhance the Effectiveness of Re-Engagement Campaigns

  • Predictive Analytics: AI algorithms analyze customer behavior to predict the best times to send emails, increasing the likelihood of engagement.
  • Content Optimization: AI-powered tools suggest improvements for subject lines and email content, helping to capture attention and provoke action.
  • Personalization at Scale: Utilize AI to personalize messages based on individual user data while reaching large customer segments efficiently, as demonstrated in this guide on personalized email.

By incorporating automated solutions through Pipedrive and Mailchimp, businesses capitalize on robust technology to nurture leads without sacrificing personal touch. AI-powered capabilities take these efforts further by optimizing each interaction for maximum impact. The result is a proactive approach that keeps your brand top-of-mind while fostering lasting relationships with your audience.

Setting Up the Integration and Preparing Your Accounts

Before we start automating, you need to set up your accounts on both Pipedrive and Mailchimp. If you haven’t done so yet, don’t worry – it’s quick and easy.

Creating a Pipedrive Account

First, go to the Pipedrive website and follow these steps:

  1. Click on “Try it free”.
  2. Enter your email address.
  3. Choose a password or sign up with Google.
  4. Complete the setup process as guided.

Remember to check your email and click on the verification link to finalize your registration.

Creating a Mailchimp Account

Next, visit the Mailchimp website to create an account:

  1. Click on “Sign Up Free” at the top right of the homepage.
  2. Provide your email, username, and password.
  3. Verify your email address by following the instructions sent to you.

Once you have both accounts set up, you’re ready for the next step: integrating Pipedrive with Mailchimp.

Integrating Pipedrive and Mailchimp

To connect these two platforms together:

  1. Log in to your Pipedrive account.
  2. Go to Tools and apps > Integrations > Mailchimp in the main menu.
  3. Click “Start Now” on the Mailchimp integration page.
  4. Follow the instructions to link your Mailchimp account.

During this setup process, you’ll have the option to choose which information (such as email, name, or birthday) should be synchronized from Pipedrive to Mailchimp.

Once you’ve completed these steps, your accounts will be created and integrated! In our next section, we’ll explore how you can make the most of these tools for effective follow-up and re-engagement strategies.

Automating Follow-Up: Strategies and Best Practices

Pipedrive and Mailchimp are the perfect duo when it comes to automating your follow-up emails. In this section, we’ll explore important tactics for creating effective automated follow-up emails and how you can leverage Mailchimp’s automation features to elevate your campaigns.

Pipedrive and Mailchimp

Key Strategies for Effective Automated Follow-Up Emails

With Pipedrive, you can effortlessly keep track of your communication with leads, ensuring that no one slips through the cracks. Here are some best practices:

  1. Responding Promptly: By promptly responding to initial inquiries, you can significantly increase the likelihood of conversion. Set up automated responses in Pipedrive to ensure immediate follow-up.
  2. Adding a Personal Touch: Utilize the information from Pipedrive to personalize your follow-ups. Customized messages resonate better with recipients, leading to higher engagement rates.
  3. Maintaining Regular Contact: Don’t let potential customers forget about you. Sending out follow-up emails on a regular basis keeps your business at the forefront of their minds.
  4. Offering Value: Every message you send should provide value, whether it’s through helpful information or exclusive offers. This helps maintain interest and nurtures a positive relationship with potential customers.

Utilizing Automation Features in Mailchimp to Enhance Your Campaigns

Mailchimp‘s automation tools take email marketing to the next level. Here are some ways you can make the most out of them:

  1. Sending Welcome Emails: These initial emails serve as your first point of contact with potential customers. Make them impactful by setting up an automation series that introduces your brand and extends a warm welcome.
  2. Reminder Emails for Abandoned Carts: If a customer adds items to their cart but doesn’t complete the purchase, Mailchimp can automatically send a reminder email encouraging them to finalize their transaction.
  3. Targeted Emails Based on User Activity: You have the ability to create triggers based on user behavior (such as clicking on a specific link or visiting a particular webpage). This ensures that you’re sending out relevant content that aligns with their interests.
  4. Follow-Up Emails: After an initial interaction, it’s crucial to follow up with your leads. Mailchimp’s automation features allow you to effortlessly send follow-up emails, nurturing the relationship and increasing the chances of conversion.

Remember, the purpose of automating your follow-ups isn’t to overwhelm customers with an excessive number of messages. Instead, it’s about engaging them with timely, relevant, and valuable content. By strategically utilizing Pipedrive and Mailchimp, you can achieve this goal efficiently. Now, let’s dive into another crucial element of effective email marketing – segmentation.

Segmentation in Pipedrive: A Foundation for Targeted Communication

Effective email marketing campaigns rely on delivering the right message to the right audience. Segmentation in Pipedrive serves as a fundamental step towards achieving this precision in communication. By categorizing contacts based on shared characteristics, you can tailor your messaging to resonate with different groups within your customer base.

Utilize Pipedrive’s Custom Fields for Detailed Segments

  • Create Custom Fields: In Pipedrive, you can create custom fields that align with the specifics of your customer data. For instance, adding fields like ‘Industry’, ‘Product Interest’, or ‘Last Contact Date’ helps in forming a detailed picture of each contact.
  • Filter Contacts: Once you have sufficient data, use Pipedrive’s filtering options to segment contacts. You can filter by any field within your database, enabling you to identify and group customers by their behavior, demographics, or any other criteria important to your campaign.

Leverage Pipedrive’s Labels for Quick Segmentation

  • Assign Labels: Labels are a swift way to tag contacts for segmentation. You might use labels such as ‘Newsletter Subscriber’ or ‘Event Attendee’ to denote how the contacts have engaged with your business.
  • Sort and Segment: After labeling, sort your contacts accordingly. This method is especially useful when working with time-sensitive segments or when needing to update segments frequently.

Use Pipedrive’s Advanced Features for Dynamic Segmentation

  • Automation Triggers: Set up automation triggers in Pipedrive that automatically segment contacts based on specific actions they take, like opening an email or downloading content from your website.
  • Lead Scoring: Implement a lead scoring system within Pipedrive to segment leads based on their engagement level and sales-readiness.

By mastering segmentation in Pipedrive, you establish a robust foundation for targeted communication. This enables you to send more personalized, relevant messages through Mailchimp, which ultimately drives higher engagement rates and strengthens customer relationships. With your audience well-defined and segmented within Pipedrive, the subsequent step involves crafting those personalized campaigns in Mailchimp for effective re-engagement.

Creating Personalized Campaigns in Mailchimp for Re-Engagement

Personalized email campaigns can significantly increase the chances of re-engaging past customers or interested prospects. Here’s how you can leverage Mailchimp’s advanced features to create compelling and personalized re-engagement campaigns:

Harnessing the Power of Personalization Tags in Mailchimp Emails

Personalization tags in Mailchimp are placeholders that you insert into your emails. These tags automatically pull in specific information from your contact list, providing a tailor-made experience for each subscriber. Consider these common tags:

  • |FNAME| for the recipient’s first name
  • |LNAME| for the last name
  • |COMPANY| for the company name

Insert these tags into your email templates to greet recipients by name or reference their company, making the communication feel more direct and personal.

Example: “Hello |FNAME|, we’ve missed you at |COMPANY|! Here’s what’s new…”

Using Dynamic Content in Mailchimp to Drive Re-Engagement

Dynamic content takes personalization a step further by displaying different blocks of content to different recipients based on the information you have about them. This feature allows you to craft a single campaign that speaks directly to multiple segments of your audience.

Here are ways to use dynamic content effectively:

  1. Segment by Activity: Tailor content for active users differently than for those who haven’t engaged recently.
  2. Purchase History: Highlight products related to past purchases.
  3. Geolocation: Promote events or offers available in the recipient’s area.
  4. Demographics: Customize messaging according to age, gender, or other demographic information.

By combining segmentation from Pipedrive with dynamic content in Mailchimp, you create a powerful re-engagement tool that resonates with each segment of your audience.

Best Practice Tip: Test your dynamic content blocks thoroughly to ensure that the right message reaches the right people. Use A/B testing within Mailchimp to determine which variations of your dynamic content perform best, and refine your approach based on real data.

By integrating Pipedrive and Mailchimp, you have access to tools that not only automate follow-ups but also make each interaction unique and relevant. This level of customization is essential for creating meaningful connections and driving successful re-engagement with your audience.


Automating follow-up and re-engagement is crucial for successful email marketing. By combining Pipedrive, a CRM software, with Mailchimp, an email marketing service provider, you can effectively manage your campaigns.

Here’s why you should start using these automated strategies:

  • Efficiency: Save time and effort by automating repetitive tasks like sending follow-up emails.
  • Consistency: Ensure that every lead receives timely and relevant communication from your business.
  • Personalization: Use data from Pipedrive to create personalized email content that resonates with each recipient.
  • Tracking: Gain insights into the effectiveness of your campaigns through Mailchimp’s analytics features.

Implementing this integration may seem challenging initially, but the long-term benefits make it worthwhile. With Pipedrive’s segmentation tools and Mailchimp’s personalization tags, you can create targeted email campaigns that drive results.

Remember, it’s essential to adapt to the changing needs of your audience and stay connected with them. By leveraging the power of Pipedrive and Mailchimp together, you can achieve this effectively.

Now it’s time to take action:

  1. Set up your Pipedrive and Mailchimp integration.
  2. Start crafting compelling campaigns.
  3. Monitor your engagement rates and make necessary adjustments.

Don’t miss out on the opportunity to optimize your email marketing efforts. Get started with Pipedrive and Mailchimp today!

FAQs (Frequently Asked Questions)

Pipedrive and Mailchimp Integration Process

What is a CRM software?

A CRM (Customer Relationship Management) software is a tool that helps businesses manage their interactions and relationships with current and potential customers. It typically includes features for managing contacts, tracking sales activities, and storing customer information.

What is an email marketing service provider?

An email marketing service provider is a platform or tool that allows businesses to create, send, and manage email marketing campaigns. These platforms often include features for email list management, campaign design, and performance tracking.

How the integration between Pipedrive and Mailchimp works

The integration between Pipedrive and Mailchimp allows users to connect their CRM data from Pipedrive with their email marketing efforts in Mailchimp. This enables seamless communication between the two platforms, allowing for targeted and automated follow-up and re-engagement campaigns based on customer interactions within Pipedrive.

The Importance of follow-up and re-engagement in email marketing efforts

Follow-up and re-engagement are crucial components of successful email marketing efforts. They help businesses nurture relationships with leads and customers, increase engagement, and drive conversions. Automating these processes using Pipedrive and Mailchimp can save time and improve the effectiveness of these campaigns.

Step-by-step guide to setting up the Pipedrive and Mailchimp integration

To set up the Pipedrive and Mailchimp integration, users can follow a step-by-step guide provided by both platforms. This typically involves connecting the two accounts through an integration tool or API, mapping data fields between the two systems, and configuring automation rules for follow-up and re-engagement campaigns.

Harnessing the Power of Personalization Tags in Mailchimp Emails

Personalization tags in Mailchimp allow users to dynamically insert personalized content into their emails based on recipient data. This can include first names, company names, or other custom fields. Leveraging personalization tags can help create more engaging and relevant re-engagement campaigns for different customer segments.


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