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LEADS - (Assigning to Mailchimp groups

Ashley McNulty Oct 12, 2015 10:28AM PDT

Is there a way to add my leads to MailChimp? I know that I can add contacts, but can not figure out how to add a lead.

1 Community Answers

Best Answer
Reesio Support Oct 12, 2015 10:54AM PDT

Hey Ashley. The way Reesio's CRM works is that you should create leads from each contact. Leads represent the hottest deals that you're currently working on from all of your contacts. From there, you would sync your contacts to Mailchimp, and then all of your Mailchimp activity for each contact WILL AUTOMATICALLY GET SAVED IN THE LEAD ACTIVITY. So you actually don't need to worry about the data not being saved back in Reesio, as long as you have already created a lead from a contact, and have synced your contacts to Mailchimp. Thanks!

Reesio Support


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