Integrate MailChimp

Learn how to activate your Mail Chimp account as a connection to Neat

Please Note: For the following you will need to be logged in to the Neat web app.


How can I connect to my MailChimp account?

  1. First click on your name at the top left hand corner. Once you click on your name, select Integrations from the dropdown menu.
  2. When you are brought to the Choose An Integration page, you will click on Connect in the MailChimp box.
  3. When you click on Connect, you will have to enter your credentials to log into your MailChimp account. Once your credentials are entered, you will receive a Success message and the box that was previously labeled as connect will now read as Disconnect.


How can I send a contact from Neat to MailChimp?

  1. Click Contacts from your options on the left.
  2. You can either send one contact at a time by selecting the check box by the individual’s name or you can send multiple contacts at once by selecting the very fist check box next to the word Status.
  3. Once your check box is selected, click on Send to at the bottom of your screen.
  4. Click MailChimp from your menu of options after you click on Send To.
  5. Once you select MailChimp you will receive a Success message at the top of your screen.

How did we do?

Powered by HelpDocs (opens in a new tab)