simPRO - Mailchimp Integration - SyncEzy Portal User Guide - Overview
Integration Portal User Guide
simPRO - Mailchimp Integration - Overview
A typical workflow for your team might be as follows:
- Create a contact in simPRO.
- Contact automatically comes to Asana through SyncEzy, with all details, including custom fields.
- Lists managed in Mailchimp for Marketing
- Leads gathered via Mailchimp from website, social media etc.
- Contact details for leads sent to simPRO from Mailchimp for quoting and jobs.
The SyncEzy system is designed to run automatically in the background so the user doesn’t have to do anything manual.
This Automatic Sync transfers contacts from simPRO to Mailchimp, and vice versa, every 15 minutes (10:00, 10:15, 10:30, 10:45 etc.).
If the Automatic Sync schedule is not soon enough, manual Sync can be pushed via the SyncEzy Integration Portal.
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