Documentation sections

Getting started

Get up and running with Sync for Mailchimp in just five minutes. This guide walks you through installing the app, connecting your accounts, and setting up your first two-way sync between a monday.com board and a Mailchimp audience.

Before you begin

Make sure you have:

  • A monday.com account with permissions to install apps.
  • A Mailchimp account with the Manager role or higher (this is required to manage contacts and register the sync webhooks).
  • A monday.com board for your contacts that includes an Email column. (If needed, you can create a new, dedicated board specifically for testing the sync).

1. Install the app

  1. Open the monday.com App Marketplace and search for Sync for Mailchimp.
  2. Click Install.
  3. Select the workspaces where the app should be available and review the requested permissions.
  4. Choose the board you want to add it to. This adds the Mailchimp Contact Sync board view, which is your central hub for setting up and managing syncs.

2. Connect your accounts

In the new board view, you will be prompted to connect both your monday.com and Mailchimp accounts.

Clicking the connect buttons will open a sign-in pop-up for each platform. (Note: If nothing happens, please disable your pop-up blocker for monday.com and try again.)

Once both accounts show as connected, click Continue. You can always manage connected accounts or add new ones later via the Connections Manager.

3. Create the sync

  1. Select your connection and choose the Mailchimp audience you want to sync with.
  2. Under Data Mapping, match each Mailchimp audience field with the corresponding board column. To prevent errors, the app only lets you select compatible column types. Fields marked with an asterisk (*) are mandatory.
  3. Optional: Open Advanced Settings to determine the default group for new contacts, or to enable syncing for VIP status, tags, and location.
  4. Click Create sync.

The app will now register your settings with both monday.com and Mailchimp. This process takes about 30 seconds.

4. Test your setup

Let’s make sure everything works: Add a new item with an email address to your monday.com board. The contact should appear in your Mailchimp audience shortly after. Next, change a mapped field (like their name) in Mailchimp, and watch the item update automatically on your monday.com board.

Good to know

  • Syncing starts from today: Creating a sync does not automatically import existing board items to Mailchimp, or vice versa. Existing items and contacts with matching email addresses will link up the first time either one is updated.
  • Contact status is read-only in monday.com: Your board will display whether a contact is subscribed, unsubscribed, or cleaned. However, changing this status on the board won't affect Mailchimp, as Mailchimp does not allow third-party apps to re-subscribe contacts.
  • VIP, tags, and location sync on the next update: Mailchimp doesn't trigger webhooks for changes to these three specific data points. If you edit them in Mailchimp, the changes will reflect on your board the next time that contact's main profile is updated.
  • Birthdays require a Date-only column: Mailchimp stores birthdays strictly as Month/Day. Make sure your monday.com date column does not include a time, as this can cause timezone discrepancies.

Need help?

If you encounter any issues during setup, please contact us through our support form so we can provide personalized assistance.