Export your FreeAgent CRM contacts to Mailchimp easily thanks to our simple yet powerful integration with Mailchimp. You will be able to set a status for those contacts, tag them, and assign them to an audience while you export them.
Edition Qualifier: This feature is available starting in Professional and above Editions.
User Permissions: No special permissions are required to export contacts to Mailchimp.
Prerequisites: A Mailchimp account has to be previously paired by the team's administrator.
Go to the List View of the Contacts app to export to Mailchimp. There you have the option to apply filters or perform specific searches to narrow down the list of contacts to export.
Once you have the list of Contacts you want to export to Mailchimp, click the 3 dots icon to display the available options and then click 'Export to Mailchimp'.
There you can specify the status those contacts will have between the available options:
You can also add Tags and assign those contacts to a specific audience.
Once you are ready, click the 'Export' button.
Note: Exporting Contacts to MailChimp will take a moment.