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Propertybase and Mailchimp

By segmenting your Propertybase records into Audiences, Groups, or Tags in Mailchimp, you can seamlessly synchronize your records and elevate your business to new heights. Unsubscribe data is managed automatically, and bidirectionally.

Integrate Propertybase + Mailchimp

See what you can do There is no limit to the things you can create with the Mailchimp for Propertybase integration! Better campaigns, unparalleled insights, bidirectional data flows, cooperation between departments -- all these and many others are just a click away.

Propertybase Brokers, Owners, Teams, and Agents can now integrate into Mailchimp for local, national, or international marketing.

Sync Accounts, Contacts, and Leads to Mailchimp Audience(s) and Group(s) or Tag(s).

Mailchimp Contact Rating is seamlessly integrated back into Propertybase records.

Utilize the Multiple Group Category feature in Mailchimp right within the integration to a segment from Propertybase, and then go to the correct Mailchimp Group Category and Mailchimp Group under each.

Sync and remove deleted records from Propertybase to Mailchimp.

Connect multiple Propertybase instances to Mailchimp Accounts and vice versa for easy brokerage and location management.

Easily select which Propertybase Object Type, a term for Contacts, Leads, or Accounts, will be created when a new subscriber is in Mailchimp.

Select specific Propertybase Campaign Record Types to sync to Mailchimp Audience, Group, or Tag.

Filter and Sync only those records that meet specific criteria from Propertybase, like Smart Lists and Mailchimp.

Propertybase Custom Checkbox to Mailchimp Audience(s), Group(s) segmentation feature.

Create and update new Contacts and leads via Mailchimp or Propertybase.

Opt-outs are managed automatically by default, and they can override opt-out settings. (Custom Opt-Outs supported via Custom Field Mapping)

Custom field mapping between both systems.

Sync custom fields in Propertybase to tags in Mailchimp.

Sync all or just specific Propertybase Campaigns and Campaign Responses from Mailchimp.

Bring back only records with opens or clicks activity to allow lead nurturing in CRM and to track what they clicked on in your drip marketing campaigns.

Retrieve Email Campaigns in Mailchimp and create an Activity for each Campaign Response.

Sync clicked URLs from Email Campaigns back to Propertybase.

Trigger Mailchimp Autoresponders from Propertybase field updates for 100% automation of real-estate outbound messaging.

Sync and map hard bounces to a Propertybase custom field.

Update Propertybase from Mailchimp Update Profile forms.

Propertybase always takes higher precedence over Mailchimp as the system of record. Any record changes in Propertybase will always be synced to Mailchimp.

Data is synced from Mailchimp only if the email address doesn't exist in Propertybase 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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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

Basic field mapping

Email support only

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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 Propertybase and Mailchimp integration

Stay more connected than ever using Propertybase to Mailchimp

Propertybase Brokers, Owners, Teams, and Agents can now integrate to Mailchimp for local, national or international marketing.
Sync Accounts, Contacts, Leads to Mailchimp Audiences and Groups or Tags.
Mailchimp Contact Rating seamlessly integrated back to Propertybase records.

SyncApps Basics

Using SyncApps for segmentation and metrics

Propertybase and Mailchimp

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