Copper (Prosperworks) and Mailchimp Integration: What Tools To Use

Aug 8, 2019

Setting up a Copper—Mailchimp integration allows you to easily manage your Mailchimp lists from within Copper (and in some cases vice-versa). This can save you many hours of manually copy-pasting or export-importing.

And time is money. The more time you’re spending on tasks like that, the less you have to be speaking to customers, honing your pitch or closing deals. 

Plus, in my experience, if something is that labor-intensive, people tend to just, you know, give up.

copper mailchimp integration

An exhausted salesperson after manually transferring data between platforms, yesterday. Image source

Which is a shame, because in our view, sales and marketing should be working together, so anything that helps one side talk to the other more effectively is a win in our book.

All is not lost though, as there are several options at your disposal to get contacts (and more) syncing between Mailchimp and Copper CRM. Here, I’ve explored the top 3 options to help you understand which one works best for you.

Use the native Mailchimp and Copper integration

It’s good to know that it’s not just us who believe in harmony between sales and marketing. Copper actually offer their own integration. Sounds promising.

Their 1st-party integration is kind of broken up into two parts: standard (that comes with any Copper account) and advanced.

Let’s take a quick look at the standard integration first.

Copper’s “standard” Mailchimp integration

Easy to set up

Firstly, as it’s already a part of Copper’s native functionality, getting everything set up is as easy as falling off a log.

Connecting Copper to Mailchimp is a 3-step process:

Step 1: Sign up to Mailchimp and Copper (so far, so obvious)

Step 2: In Mailchimp go Account > Extras > API Keys and generate a new key

Step 3: Copy your newly generated API key, then in the Copper dashboard go Settings > Customize Copper > Integrations > Connect (next to Mailchimp) and paste your API key into the pop-up box then click Enable

(OK, granted, that’s probably more like 5 steps than 3, but you get the picture).

Just create your Mailchimp API key and add it to the Mailchimp integration field in Copper. Easy.

It’s free (kind of)

As this Mailchimp x Copper integration is 1st party, sending basic information from Copper, like first/last name and email is free as part of the Standard Copper CRM pricing plan.

But what if you want to see open and click-through rates in Copper? Remember that advanced automation I mentioned earlier…

Copper’s “advanced” Mailchimp integration

Not everything is “free”

So, what if you do want to start tracking email actions from Mailchimp to Copper? Well, you can but you’ve got to stump up the extra cash every month for, what they call, “advanced automations”. To use advanced automations you’ll need to be on a Professional or Business plan, then you can track sends, opens and clicks in Copper. 

And, even then, you’ll still need to use a 3rd-party tool to handle the heavy lifting, as suggested by Copper’s support.

Other observations

One-way only

Other than the email engagement stats mentioned above (which can only be synced on the Professional and Business plans), there’s no way of pushing any other data from Mailchimp to Copper.

That’s not all though – the advanced automation mentioned above only gives you access to the automation, to get access to the data, you’ll still need to use Tray.io.

So, if your lead capture forms are connected to Mailchimp and you want to automatically add data to Copper, well, it’s either back to spreadsheets or start looking for alternatives.

No segmentation or custom fields

Mailchimp’s segments are one of the most useful features they offer. Segments allow you to organize contacts based on the criteria you specify – like, new or repeat customers – without the need for creating multiple lists. 

If you want to get segments working with Copper and Mailchimp though, you’ll need to do everything manually, by exporting your leads, deleting everything except for the “email” column and importing it into Mailchimp.

And it’s a similar story if you want to get custom fields to work between Copper and Mailchimp. You’ll need to add the fields manually to Mailchimp before exporting your contacts from Copper and adding them to Mailchimp.


Outfunnel (that’s us!) offers an affordable 2-way sync between Copper and Mailchimp

OK, so what if you’re really interested in getting Copper and Mailchimp to play nice with each other and don’t feel that the 1st-party integration does it for you? Well, thankfully there are a few options out there.

First up: Outfunnel

Reasons to take a look

Affordable

If Copper’s own Mailchimp integration doesn’t tick enough boxes for you, Outfunnel starts at a reasonable $19/month, giving you access to all of the app integrations.

Two-way integration

copper mailchimp with outfunnel

With Outfunnel you can make all Copper contacts or subset(s) you define with tags, Lead Status or Contact Type available in a Mailchimp Audience along with your custom fields.

Better still, you can keep the two databases in-sync going forward. Eg. if a field is updated in Copper, this is recorded in Mailchimp automatically.

And – when people open or click on email campaigns, this data will be recorded in Copper People or Leads

Offers a 360-degree view and helps to prioritize leads

We at Outfunnel do more than sync records between Mailchimp and Copper. We also offer a web tracking and lead scoring features, which you can use alongside linking up your sales and email tools.

Reasons to look elsewhere

We’re biased, of course, but we can’t really think of any downsides when it comes to using Outfunnel. Suspiciously good support for the price you pay?

Lead more about our 2-way Copper-Mailchimp integration

Piesync used to be a great option for syncing Copper and Mailchimp

Reasons to take a look

Affordable

If Copper’s own Mailchimp integration doesn’t tick enough boxes for you, Piesync starts at a reasonable $9/month, giving you access to all of the app integrations. Although, at that price, you’ll be missing a few key features – more on that in a bit.

It’s worth pointing out that the $9/month is for up to 1,000 contacts as their pricing scales based on the number of contact records you need to keep synced up.

Two-way integration

Thankfully, all of Piesync’s pricing plans include two-way integration. So, you can not only send contacts from Copper to Mailchimp, but you’ll also be able to push data from Mailchimp to Copper.

Lot’s of synchronization options

PieSync offers a range of pre-built rules to get data synced between Copper and Mailchimp. And, to make life even easier, Piesync includes baked-in support for Mailchimp’s segmentation feature and support for custom fields (but that’ll cost you extra).

Reasons to look elsewhere

May not be around for long

While Piesync is excellent at what they do, Hubspot recently acquired them. This Piesync is competing with both Copper and Mailchimp, and it’s very unlikely the integration will be supported in the long run.

Custom fields cost extra

Remember when I said that Piesync includes support for custom fields? Well, indeed it does, but if you want to get access to it, you’ll need to be on the Pro plan, which starts at $19/month (if you pay annually, otherwise it comes to $29/month).

Whether or not you need support for mapping custom fields between Mailchimp and Copper, really depends on your existing setup. In my experience though, many salespeople and marketers will have one or several custom fields, so it’s likely to be something you’ll need to get the full benefit from Piesync.

No email engagement tracking

Despite offering lots of customization options, like custom fields for contacts and synchronization workflows, it’s still not possible to track opens and clicks between Mailchimp and Copper. And for salespeople, having access to that information really makes sense; they get to see which leads are hottest, without having to beg the marketing team.

Why should marketers be the only ones with those stats at their fingertips?

Piesync can also push unsubscribes to Copper by tagging contacts with “piesync_unsubscribes” but that doesn’t really give you much to go by in terms of who is interested.

Syncing Contact data between Copper and Mailchimp with LeadsBridge

The third and final option on my list is LeadsBridge. LeadsBridge positions itself as a platform and suite of integrations to collect leads and close deals more effectively. It offers a lot of the same functionality as PieSync, albeit with a few minor differences. 

Reasons to take a look

Two-way integration

Right out of the gate, LeadsBridge feature support for full two-way integration between Copper and Mailchimp. This means data can be pushed from Mailchimp to Copper, and vice-versa.

Creating a connection – or “bridge” as LeadsBridge calls it- between Copper and Mailchimp is a relatively simple process.

First, give your bridge a name and select Mailchimp as the source and Copper as the destination. Then set up your Mailchimp source; give it a name, choose the segmentation you want and authorize the connection. Next, you’ll want to set up the Copper destination by generating an API key in Copper and setting up email notifications if you want.

Then, it’s on to custom field mapping, which leads me nicely into the next reason to take a look at LeadsBridge.

Custom field mapping

Unlike PieSync, LeadsBridge supports custom fields mapping, even on the entry-level “marketer” package. When you create a bridge between Mailchimp and Copper you’ll have the option to map existing fields between Copper and Mailchimp and create new, custom fields if you’re missing a field you need.

Reasons to look elsewhere

Pricing

The downside of having the extra functionality over PieSync, even on the basic plan, is that the price does take a bit of a jump. As I mentioned above, the cheapest plan PieSync offers weighs in at $9, but LeadsBridge comes to $29/month (and that’s if you pay annually – if you want to pay monthly it jumps to $39.

And on the topic of pricing, while for many it won’t matter, but if you want to try LeadsBridge on for size, their trial is only 7 days (vs Piesync’s 14) and you need a credit card to get started. I mention this because, at least in my experience, if you’re working in a company and want to test something out before buying, asking for credit card details (and then remembering to cancel the trial if you don’t want to continue) can be a pain.

No email engagement tracking

Same deal as Piesync here. At the time of writing, I’ve been unable to conclude whether Leadsbridge can sync open and click-through data between Mailchimp and Copper (note: I’ve reached out to Leadsbridge’s support for clarification, but I’m yet to hear back from them. I’ll happily update this article when they get in touch with me).

So as their support article on syncing Mailchimp and Copper makes no mention of email activity, I’m going to have to say: no, Leadsbridge doesn’t support syncing email activity data.

Summing up

Whether you’re a marketer wanting to unsilo your marketing data and share it with your sales team, in real-time or a salesperson who wants the added benefit of knowing, in greater detail, how interested your leads are, syncing data between Copper and Mailchimp offers a lot of benefits.

Picking the tool for you really depends on a couple of things: 

  • What features do you need?
  • How much are you willing to spend?

Copper’s own Mailchimp integration only offers one-way syncing – so no email action data in your CRM – so it does little to give salespeople access to the marketing insights they need to sell better.

We recommend checking out our offering.

What other options are there?

There are plenty of other options that we haven’t covered in this article, like Zapier for instance. It’s also worth pointing out that we’re also exploring Copper and Mailchimp syncing as the next integration for later in the year.

TL;DR

  • Salespeople know what leads are warmest so they know who to focus on thanks to Copper and Mailchimp syncing their data automatically.
  • Both salespeople and marketers save time if they don’t have to generate these reports manually.
  • Copper’s own Mailchimp integration is pretty basic.
  • Outfunnel offers a great combination of power features, easy setup and affordable pricing.
  • PieSync used to be great value for money, but the solution will probably not be available for long.

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