Mailchimp App (beta)

This beta is currently only open to Copper users that are on a Business plan.

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Getting Started guide

Connect the app for the first time

  1. Sign into your Copper account, and click 
  2. (1) ‘Settings.’
  3. (2) Choose the ‘Integrations’ link.
  4. (3) Locate the Embedded Apps section at the bottom and click ‘Create an embedded app’.

Configuring the app

  1. (1) Give the embedded app a name such as Mailchimp
  2. (2) Copy and paste the following URL:
    https://mailchimpapp.lead3sixty.io/Sidebar
  3. (3) Choose which modules where you’d like to see the app appear. Either Leads, People or both
  4. (4) The app has been developed to work in the Sidebar, so select this checkbox
  5. (5) Click Save to proceed 

Last Step!

  1. Depending on which module you chose in the previous step, head towards either the Leads or People section and select a record and view the Related section. You’ll notice the newly created section with the name you gave.

  2. (1) In the Mailchimp app, click ‘Settings’ from the navigation bar and provide your API key.

    If you need to generate an API key from Mailchimp, click here to find out how. 

Need help in setting up?

If you're having any difficulties, please rasie a support ticket and we'll get you up and running in no time.