Documentation sections
Getting Started
This guide will help you get started with the Mailchimp Hub for monday.com, covering installation, authentication, and basic usage. Once completed, your contacts will be synchronized between a monday.com board and a Mailchimp audience.
Installation
You can install the Mailchimp Hub for monday.com directly from the monday.com App Marketplace. Simply search for 'Mailchimp Hub' and click on 'Mailchimp Hub' > 'Install'.
During the installation process you have to select the workspace(s) for which the app should be available. Furthermore you can check which permissions the app requires to function properly.
In the next step, select the workspace and board where the app should be added. This will automatically add the "Mailchimp Contact Sync" board view for managing contact synchronization. If needed, create a new board specifically for syncing your Mailchimp contacts.
Authentication
The app requires access to both your monday.com account and your Mailchimp account to function properly. Click the corresponding authentication buttons to begin the process. A pop-up window will guide you through the authentication steps for each platform. If no pop-up appears, please check your browser settings to ensure pop-ups are enabled.
Important: Ensure you have the necessary permissions to authorize the app. For Mailchimp, a Manager role or higher is required to manage contacts and configure webhooks for synchronization.
You can manage connected accounts or add new ones later in the app settings. Once authentication is complete, click "Continue" to proceed to the next step.
Setup Sync
Before starting the synchronization, you need to specify which connections should be used and select the Mailchimp audience that will be synchronized with your monday.com board.
Once these selections are made, you can map your monday.com board columns to the corresponding Mailchimp audience fields. Note that available fields are filtered to display only compatible data types.
Important: Ensure all required fields are mapped during this process. Required fields are marked with an asterisk (*).
When the mapping is complete, you can start the synchronization by clicking "Create sync". From this point forward, all changes in both systems will be automatically synchronized.
Next Steps
Test the connection by creating a new contact in monday.com and verifying that it appears in Mailchimp (and vice versa). Alternatively, update an existing entry to see the functionality in action.
If you encounter any issues, please contact us through our contact form so we can provide personalized assistance.