How To Integrate Insightly With Mailchimp

How To Integrate Insightly With Mailchimp

1. Create Accounts: Ensure you have active accounts on both Insightly and Mailchimp.
2. Log In: Sign in to your Insightly account.
3. Access Settings: Go to the settings menu in Insightly.
4. Select Integrations: Find and click on the 'Integrations' option.
5. Choose Mailchimp: Locate Mailchimp from the list of available integrations.
6. Connect Accounts: Follow the prompts to connect your Mailchimp account.
7. Authorize Access: Grant Insightly permission to access your Mailchimp data.
8. Map Fields: Set up how data will be shared between Insightly and Mailchimp.
9. Save Settings: Confirm and save your integration settings.
10. Test Integration: Run a test to ensure everything is working correctly.