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Navatar and Mailchimp

You can easily synchronize your records between Navatar and Mailchimp. This means that you can segment your Navatar records into Audiences, Groups, or Tags in Mailchimp, and automate all unsubscribe flows.
Integrate Navatar + Mailchimp
See what you can do There is no limit to the things you can create with the Mailchimp for Navatar integration! Better campaigns, unparalleled insights, bidirectional data flows, cooperation between departments -- all these and many others are just a click away.
Sync Navatar Private Equity or M&A Contacts to Mailchimp Audience(s) and Group(s) or Tag(s). Venture Capital, Hedge Fund, Corporate VC, and other markets supported.
Mailchimp Contact Rating is seamlessly integrated back into CRM records.
Utilize the Multiple Group Category feature in Mailchimp to integrate a segment from Navatar to the correct Mailchimp Group Category and Mailchimp Group under each.
Sync and remove deleted records from Navatar to Mailchimp.
Connect multiple Navatar instances to Mailchimp Accounts and vice versa for easy corporate to local Financial branch marketing management.
Easily select which Navatar Object Type, such as Contacts in Navatar, is to be created when a new subscriber is added to Mailchimp.
Quickly select specific Marketing Initiatives to sync to Mailchimp Audience, Group, or Tag.
Filter and sync only those records that meet specific Navatar and vice-versa criteria.
Navatar Custom Checkbox to a Mailchimp Audience or Group segmentation feature.
Create and update new Contacts via Mailchimp or Navatar.
Opt-outs are managed automatically by default with the ability to override opt-out settings. (Custom Opt-Outs supported via Custom Field Mapping)
Custom field mapping between both systems.
Sync all or just specific Marketing Initiatives and Campaign Responses from Mailchimp.
Sync clicked URLs from Email Campaigns back to Marketing Initiatives.
Trigger Mailchimp Autoresponders from Navatar field updates.
Sync and map hard bounces to CRM custom field.
Update Navatar from Mailchimp Update Profile forms.
As the system of record, Navatar always takes precedence over Mailchimp. Any record changes in Navatar will always be synced to Mailchimp.
Data is synced from Mailchimp only if the email address doesn't exist in Navatar at the time of syncing or you are using the Mailchimp Update Profile Form to update existing records with field updates from Mailchimp. (Field Mapping required)
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Sync unlimitted records/month
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Advanced field mapping (checkbox, static, expression)
Unsubscribe and campaign/list sync support
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Sync up to 100 records/month
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Sync every 24 hours
1 filter or segmentation
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How it Works
Start automating

Setting up multiple automations is super simple. First, select the software you use to get started and name the automation.

After connecting your software, choose the workflow automations that match your use cases and integration requirements. In each Step, let our smart integration suggestions based on your chosen use case, lead you to each prebuilt automation your business needs today.

That's it! Now, you'll be able to move through the next few Steps to select more workflows your business might need.

Full Sync

The Full Sync feature will power up your sales and marketing workflows by automating the process of removing records from your marketing software when your CRM records no longer match your syncing criteria.

The Full Sync can be scheduled to run Daily, Weekly, Monthly or done manually per integration.

True up your CRM and Marketing solutions efficiently.

Field Mapping

Basic fields such as Email Address, Name, Title, Address, Company Name, Phone Number, and Email Opt Out fields are already pre-mapped. Additional custom field mapping, field expression mapping, and overriding of fields like Email Address or Unsubscribe are available under "More Options".

Bidirectional updates of existing records or new records is easy to do in this step. Be sure to press Reset Sync Process after adding new field mapping so all your data will be re-synced with the new field mappings.

Filter & Segmentation

Filtering takes your records and filters them based on your chosen criteria.

Segmentation creates Tags, Groups or Lists automatically based on your filtering criteria. The use of Field Expression Mapping is supported. See some cool Filtering and Segmentation use cases here.

Sync Scheduling

Sync Scheduling can be set up to completely automate your integration, so you do not have to run it manually. Sync On-Demand is available to allow quick testing of your software's integration or to make it so you can manually run your automation.

Set the time it runs, day of the week, or any schedule you choose. If you want to sync your marketing metrics in real-time, then head to scheduling for this option.

About Navatar and Mailchimp integration
Stay more connected than ever using Navatar to Mailchimp
  • Sync Navatar Private Equity or M&A Contacts to Mailchimp Lists and Groups or Tags. Venture Capital, Hedge Fund, Corporate VC and other markets supported.
  • Utilize Multiple Group Title feature in Mailchimp right within the integration to a segment from Navatar to the right Mailchimp Group Title and Mailchimp Group under each.
SyncApps Basics
Using SyncApps for segmentation and metrics

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