Pipedrive and Mailchimp, ready to switch on

A person in Pipedrive joins the Mailchimp audience with a tag from the deal stage and is retagged as the deal moves, opens and clicks come back as activities on the person, and an unsubscribe is written to a field so nobody mails them by hand. You paste two keys in your account and it runs, in about ten minutes.

Connect for $39 a month Mine is a bit different

No setup fee, cancel any month, and a person on live chat if a key doesn't work.

More with these apps: all Pipedrive integrations · all Mailchimp integrations

Pipedrive has a Mailchimp integration built in.

It has: Pipedrive's help says it syncs contacts both ways, keeps details updated and can trigger campaigns based on pipeline stages, installed from Tools and apps. If that covers you, use it. This pair is for the rules you want fixed: who joins, which stage means which tag, what an unsubscribe writes back, with a person who fixes it when either side changes.

What moves, and when

The details you would normally get after a sales call. Here they are up front.

What	Direction	When	Rule
Person joins the audience	Pipedrive to Mailchimp	Within seconds	Only people matching the rule you set, such as a label or a pipeline, with the fields you map
Stage becomes a tag	Pipedrive to Mailchimp	When the deal moves	The tag follows the stage, so a nurture sequence stops the day the deal is won
Opens and clicks back	Mailchimp to Pipedrive	Within seconds	As activities on the person, so the rep sees what marketing sent before calling
Unsubscribes and bounces	Mailchimp to Pipedrive	Within seconds	Written to a custom field on the person, which is what stops a manual export mailing them again
Duplicate check	Both ways	Every change	Matched by email address

How to set up Pipedrive and Mailchimp

Ten minutes of your time, then it's ours.

Choose Pipedrive and Mailchimp

Press Connect. This pair is already selected on the checkout page at $39 a month, and there's nothing else to pick.
Pay and open your account

Card or invoice, about two minutes. The account opens with this integration waiting for its two keys.
3
Paste the Pipedrive API token and the Mailchimp API key
- Pipedrive API token: in Pipedrive open your profile picture, then Personal preferences, then API. Full Pipedrive guide
- Mailchimp API key: in Mailchimp open your profile icon, then Profile, then Extras, then API keys. Full Mailchimp guide
Each screen carries the full guide with the exact menu names, about four minutes for both.
We check both keys

Each key is checked against Pipedrive's and Mailchimp's own API the moment you paste it. If one doesn't pass, the screen says what to fix, and a person joins the chat if that isn't enough.
Add one test contact, then it's Running

A minute or two. Add a contact with your own address in Pipedrive and watch it appear on the audience in Mailchimp. From then on we watch it for you.

When Pipedrive or Mailchimp changes its API, we fix it within a working day. You don't get a ticket to solve.

$39a month

Everything in the table above, with monitoring on.
Fixes when either app changes its API.
A person on live chat, replies within a working hour.
Custom logic beyond the table is priced separately.

Connect for $39 a month

No setup fee, cancel any month

Ways to connect Pipedrive and Mailchimp

Three ways people connect these two, and what each one asks of you. The built-in app is described above.

Built-in appZapier or MakeDovetly

Who sets it upYou, in the app's own settingsYou, one step at a time in the scenario editorAlready built. You paste two keys.

Who fixes it when it breaksThe vendor, when it ships a fixYou: the scenario is yours, so the fix is tooWe do, within a working day, and we watch it

What you need to knowThe app's own settings and what they coverTriggers, actions, filters and how the fields of Pipedrive and Mailchimp mapWhere the two keys are. The guide shows it.

PriceSet by the vendorSet by the builder's plan, counted in tasks or operations$39 a month, flat, whatever the volume

Before you decide

Which side owns the contact?

You choose, field by field, and we set it before switching on. The common answer is that the CRM owns the phone and the owner, and the email tool owns consent and tags.

Do unsubscribes really carry over?

Yes, and that is the row worth reading twice. Someone who opts out in Mailchimp is marked in Pipedrive within seconds, which is what keeps a manual export from mailing them again.

Who joins the audience?

Only people matching the rule you set, never the whole account. A label, a pipeline or a custom field are the usual choices, and consent stays something your reps record.

Anything to know about Pipedrive?

The API token belongs to your user, so deals and notes appear under your name unless you make a dedicated user for the integration.

Anything to know about Mailchimp?

The data center is part of the key itself, the bit after the dash, so that one key is all we need to reach your account.

What if mine is a bit different?

Tell us what should go where in plain words. Small changes to the rules above are usually free; bigger ones we price the same day and build into the same account.