Integrate ConnectWise Manage with Mailchimp to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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Zapier makes it easy to integrate ConnectWise Manage with Mailchimp - no code necessary. See how you can get setup in minutes.

Select a trigger from ConnectWise Manage

A trigger is an event that starts your Zap and runs the workflow. For example, with ConnectWise Manage, a trigger could be "New/Updated Contact."

A trigger is the event that kicks off your automated workflow.

Setup an action from Mailchimp

An action is what takes place after the automation is triggered. For example, with Mailchimp, the action could be "Archive Subscriber."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected ConnectWise Manage to Mailchimp

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect ConnectWise Manage to Mailchimp with a Zapier template.

Our most popular template

Add or update Mailchimp subscribers for new or updated ConnectWise Manage contacts
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ConnectWise Manage + Mailchimp

Add or update Mailchimp subscribers for new or updated ConnectWise Manage contacts

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ConnectWise Manage + Mailchimp

Make work flow with AI

Level up your ConnectWise Manage to Mailchimp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about ConnectWise Manage + Mailchimp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with ConnectWise Manage and Mailchimp

How do I set up the integration between ConnectWise Manage and Mailchimp?

To set up the integration, you will need to use our platform to connect your ConnectWise Manage account with Mailchimp. First, authenticate both accounts in our system. Then, select the triggers and actions you'd like to automate, such as adding a new contact in Mailchimp whenever a new company is added in ConnectWise Manage.

What triggers are available for ConnectWise Manage?

We offer various triggers for ConnectWise Manage, including when a new company is created, when a ticket status changes, or when a contact is updated. Choose the ones that best suit your workflow needs.

Can I customize actions taken in Mailchimp based on ConnectWise events?

Yes, you can customize actions in Mailchimp depending on specific events occurring in ConnectWise Manage. For example, you can set up an automation to add a subscriber to a specific list when a new client is onboarded in ConnectWise.

Is it possible to map custom fields from ConnectWise Manage to Mailchimp?

Absolutely, our platform allows you to map custom fields between ConnectWise Manage and Mailchimp. This means that any unique data from your CRM can be accurately reflected in your email marketing lists.

How frequently is data synced between ConnectWise Manage and Mailchimp?

Data synchronization between ConnectWise Manage and Mailchimp occurs instantly through our platform whenever a trigger event is activated. You won't experience delays as updates are handled in real-time.

Do we support syncing historical data from ConnectWise Manage to Mailchimp?

Currently, our integration focuses on real-time data sync based on trigger events. If you need historical data synced from ConnectWise Manage to Mailchimp, you'll need to perform an initial manual import of existing records into Mailchimp.

What should I do if my automation between ConnectWise Manage and Mailchimp isn't working?

If your automation isn't functioning correctly, we recommend checking that all login credentials are correct and current for both applications. Additionally, ensure that there's no change in access permissions and review the setup of your selected triggers and actions for any misconfigurations.

Connect ConnectWise Manage and Mailchimp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Connect ConnectWise Manage and Mailchimp to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- New, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Write
- TicketType
  Required
- Text
  Required
- Detail Description
- Internal Analysis
- Resolution
Action
Write

- TicketType
  Required
- Summary
  Required
Action
Write
- Company Identifier
  Required
Action
Search

- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- First Name
  Required
- Last Name
  Required
- Title
- Email
- Default Email
- Phone_number
- Default Phone
- Phone_type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
Action
Search or write
- Audience
- Status
  Required
Trigger
Scheduled
Try It
- Audience
- Link
  Required
- Track all links clicks
Trigger
Scheduled
Try It
- Store
  Required
Trigger
Scheduled
Try It
- Store
  Required
Trigger
Scheduled
Try It
- Audience
- Segment or Tag
  Required
Trigger
Scheduled
Try It
- Audience
- Email
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Tag name
  Required
Action
Write
- Tag name
  Required
- Company
- Address1
  Required
- Address2
- City
- State
- Zip
  Required
- Country Name
- Phone
- Permission_reminder
  Required
- Email_type_option
  Required
- From_name
  Required
- From_email
  Required
- Subject
  Required
- Language
  Required
- Notify_on_subscribe
- Notify_on_unsubscribe
- Double_optin
- Marketing_permissions
- Use_archive_bar
Action
Write
- Audience
- Email
- Delete Contact
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Segment or Tag
  Required
- Email
Action
Write
- Name
  Required
Action
Search
- Audience
- Tag name
  Required
Action
Search
- Name
  Required
- Title
- Audience
- Segment or Tag
  Required
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Search or write
- Name
  Required
- Audience
- Audience
- Email
- New Email
- Status
  Required
- Double_optin
- Update Existing
- Replace Groups
- Groups
- Language
  Required
- Tag(s)
Action
Search or write

- Service Board Filter
Trigger
Scheduled
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Write
- Company
  Required
- Company_name
  Required
- Status
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
Action
Search
- Company Identifier
  Required
- Company_name
  Required
- Identifier
  Required
- Type
  Required
- Status
  Required
- Site Name
  Required
- Address_1
- Address_2
- City
- State
- Zip_code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- TicketType
  Required
- ParamNumber
- Parameter 1
  Required
- Value 1
  Required
- Summary
  Required
- Company
- RecordType
  Required
- Priority
Action
Search or write
- Audience
- Trigger each time a subscriber opens an email
Trigger
Scheduled
Try It
New Audience
Triggers when a new audience is added to your MailChimp accounts.
Trigger
Scheduled
Try It
- Audience
- Note_about_samples
Trigger
Instant
Try It
- Audience
Trigger
Instant
Try It
- Audience
- Note_about_samples
Trigger
Instant
Try It
- Title
- Audience
- Segment or Tag
  Required
- Email Subject
  Required
- Preview_text
- From_name
  Required
- From Email Address
  Required
- To_name
- Content Type
Action
Write
- Campaign
  Required
Action
Write
- Audience
- Email
- Tag name
  Required
- Properties
Action
Write
- Audience
- Email
- New Email
- Status
  Required
- Double_optin
- Update Existing
- Replace Groups
- Groups
- Language
  Required
- Tag(s)
Action
Write
- Audience
- Segment or Tag
  Required
- Email
Action
Write
- Audience
- Email
- Note
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Store
  Required
- Email
Action
Search
- Name
  Required
- Audience
Action
Search
- Audience
- Tag name
  Required
Action
Search or write

Learn how to automate ConnectWise Manage on the Zapier blog

Learn how to automate Mailchimp on the Zapier blog

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

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Related categories

CRM (Customer Relationship Management)

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