Click on the "Click to connect"-button to set up access.
Check the items you want to be imported:
- Email Campaigns
Data that is synced:
- Phone number
- Customer *
* Mailchimp does not have the concept of customers, Upsales on the other hand requires that every contact be mapped to a customer. To resolve this issue we create customers from the contact's email address. The customer name becomes the name of the email's domain if they are using a custom domain else we default to the customer "Private Emails".
Example: a contact with the email address email@example.com would be created on a Company called Upsales.
Audiences are synced as campaigns.
Data that is synced
- Delivered emails
- Opened emails
- Clicked links