Introduction
Lofty does not have a direct integration with MailChimp, but you can connect via Zapier or via PieSync.
*IMPORTANT: This article will outline the steps in order to connect via Zapier. To learn how to connect MailChimp to Lofty via PieSync, please refer to the following article: PieSync Integration.
Connect Lofty to Zapier
More information about setting up Lofty on Zapier can be found in this article: Zapier Integration.
Typical Setup for MailChimp
There are normally a minimum of two steps to creating a Zap on Zapier: (1) Setting a Trigger + (2) Setting an Action. When connecting to other apps, you will use Lofty as a trigger or as an action and the other app will be the other.
Typically, you will choose Lofty as the Trigger app when working with MailChimp. This means, that when new leads come into your Lofty CRM, this Zap will be triggered to do the action you have set as the other part of the Zap. Or, another typical scenario is you add a lead to a specific segment in Lofty and the addition of that lead puts them on a mail list at MailChimp.
To learn about Lofty Triggers and Actions in Zapier, you can reference the Zapier Integration article or take a look at the actual Zapier settings when working on a connection. Zapier is great at walking you through each step of the connection process.
Questions?
If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM.
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