Copper (Prosperworks) and Mailchimp syncing: what tools to use

Syncing contacts between Copper (formerly ProsperWorks – from here-on out though, I’ll just be calling it Copper) and Mailchimp allows you to easily manage your Mailchimp lists from within Copper (and in some cases vice-versa), saving 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.

An exhausted salesperson after manually transferring data between platforms, yesterday. Source: GIHPY

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.


Did I mention that Prosperworks is now called Copper?

Use the 1st-party 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.


Syncing contact data between Copper and Mailchimp with Piesync

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: Piesync

Reasons to take a look

Affordable

As with you a lot of things in life, you’ve got to spend money to make money. 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.

Another tick in the Piesync box is that they offer a 14-day free trial, no credit card required. Neato.

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.

No more manually exporting lists of subscribers from Mailchimp into Copper, everything gets taken care of by Piesync’s two-way sync. If you’re looking for more detailed activity data, Piesync can help out there too.

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).

Some of the pre-built rules Piesync offers include:

Reasons to look elsewhere

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: 

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.

PieSync offers a good balance of features and pricing. If you don’t need to map custom fields and are on a budget, then the basic plan will probably work for you.

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.

Why are we talking about this?

Marketing and sales work better when they’re in harmony. That’s really the Outfunnel ethos. When we released our Pipedrive <> Mailchimp integration, the idea was to do exactly that, for Pipedrive users.

As we’ve grown, more customers have asked for more integrations, so it’s time to look at which group is next on the list, and in this case, that’s Copper (Prosperworks). We’re currently working on an integration that will allow Copper users to send marketing emails (either one-off or email sequences) to their leads and have the email engagement stats added, automatically to their CRM.

Don’t get us wrong; we’re not throwing shade at Pieync or anyone else here. Outfunnel’s vision is just different, that’s all.

If you’d like to try out Outfunnel’s Copper integration once it’s ready, let us know.

(Yes, tell me more)

TL;DR

Written by Ben Billson