Intuit Mailchimp is far more than a CRM—it is an email marketing platform. But certainly, CRM is one product offering available as part of Mailchimp.

Mailchimp is one of the best small- to mid-sized platforms available from an email marketing standpoint. The real benefit is that Mailchimp and QuickBooks Online undoubtedly will enhance the marketing function of any SMB that chooses to integrate the two platforms. And that’s always a function when it comes to CRMs.

Mailchimp CRM will let you build better relationships by getting to know your current and targeted customers than by just using QuickBooks alone. It also will help you identify new ways to market to them by incorporating other Mailchimp offerings that integrate with QBO.

Mailchimp CRM is designed to provide everything you need to start and maintain conversations, whether you are building a new customer base or have thousands of existing customers. It allows you to easily connect all your existing contact data, organize that data however you need it, quickly identify patterns among your customers, and set up automated messages based on parameters you establish.

Linking QuickBooks Online and Mailchimp enables you to understand your customers at a broad and detailed level. For example, you can view all your customers in Mailchimp coming in through QuickBooks, and even segment them based on different behaviors or attitudes.

Or, you can then bring together marketing tools and invoice data by combining QBO and Mailchimp to speed up sales to accelerate growth. The ability to sync real-time data from QBO into Mailchimp also means you will make your marketing campaigns more effective with less work.

In addition, you can quickly and automatically organize your data and gain accurate, information-rich insights into your customer data.

With the power of Intuit Mailchimp and QuickBooks Online, you will create personalized messaging based on the invoicing information from your QBO data. For example, information like the items or services your customers purchased, the amount they spent, the last time they made a purchase, and email open and click rates (like shown in the green box above).

This will give you the data you need to re-engage your current and former customers and help you acquire new customers based on sales trends.

Part of the magic of the Mailchimp / QBO Integration is invoicing. You can create customer invoices in Mailchimp that are immediately updated to QuickBooks. Then, when your customer pays, payments recorded in Mailchimp also are updated to QBO, preserving QuickBooks as the single source of financial truth for you and your business.

Mailchimp features such as tags, segmentation tools and automations can mean less work for you while helping you target your marketing more effectively to grow your business quickly and easily.

Because you can sync data to Mailchimp from many of your favorite business apps, you can gain a comprehensive view of your current and targeted customers, and send them personalized messages based on market appeal.

With Mailchimp, you will be able to analyze the performance of your marketing campaigns and know if they are paying dividends.

Integrating QuickBooks and Mailchimp

The QuickBooks Online / Mailchimp integration syncs customer and order data from QuickBooks to the specific Mailchimp Audience of the Mailchimp subscriber. Once you have chosen the Mailchimp Audience, QBO customer information syncs to Mailchimp as contacts within that audience. This is designed to help you identify the QuickBooks customers for specific targeted marketing purposes.

Of course, all of this assumes two things. First, you are a QuickBooks Online subscriber, and second, you are a Mailchimp subscriber. There are many Mailchimp (marketing) offerings that you can find out more about at this website.

QuickBooks and Mailchimp users should have a thorough familiarity with Mailchimp Contacts before undertaking the Mailchimp / QuickBooks integration. You can learn more about ‘Contacts’ HERE.

It also is recommended you have a basic understanding of Mailchimp Audiences. This help article can give you that essential information.

The integration connection begins within the Mailchimp integrations directory by selecting the option to integrate Mailchimp to QuickBooks Online. Next, the following screen appears, which allows you to specify your integration configuration.

After configuring your integration, you will “Connect to QuickBooks” and go through the standard O-Auth2 App integration process.

Next, enter your QBO Sign In and Password, and authorize QBO to connect and share data with Mailchimp. Upon connection, the initial sync will begin (shown below).

When the initial sync is completed, you will see a success message displayed on the integration page.

This is just the start of the alliance Intuit intends to offer via its acquisition of Mailchimp and its integration with QuickBooks Online. There will be more to come, so those of you with extensive marketing needs may find Intuit Mailchimp the best overall solution for CRM and a marketing platform that works with QuickBooks Online.

 Acknowledgments and Disclosures

Adapted source materials related to products published within this feature by Insightful Accountant are for educational and product promotional purposes only.

Intuit Mailchimp — Graphics and content used within this feature were derived or adapted by the author in part from Intuit Mailchimp source materials, including the Intuit Mailchimp website, and materials therein. Mailchimp is part of the Intuit family of products, the Mailchimp product offices are located in Atlanta, Georgia. 

As used herein, QuickBooks, QuickBooks Online (QBO), Intuit Mailchimp refer to one or more registered trademarks of Intuit Inc., a publicly-traded corporation headquartered in Mountain View, California.

Any other trade names used herein refer to products which may be registered or trademarked, or otherwise held by, their respective owners. They are referenced for informational and educational purposes only.

This is an editorial feature, not sponsored content. None of the vendors within this article have paid Insightful Accountant or the author any form of remuneration to be included within this feature. The article is provided solely for informational and educational purposes.

The publication of this article, nor inclusion of this product within the related series, does not represent any endorsement by either the author or Insightful Accountant.

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