Integrating Mailchimp with Zapier is ideal for agents and teams that want more control over the contacts that are synced to Mailchimp. To achieve this integration, two zaps will need to be created. The first zap will send existing Follow Up Boss contacts to Mailchimp, and the second will automatically add new Follow Up Boss contacts to Mailchimp. 

1. Syncing Current Contacts into Mailchimp

Before getting started, if you have a large number of contacts in your database we'd recommend skipping the first step this step (syncing current contacts) and instead exporting your FUB contacts and importing the file to Mailchimp. 

1. Click HERE to access the Zapier zap 
2. Select Connect Follow Up Boss + Mailchimp
3. Click 1. Tag Added to Contact in Follow Up Boss
4. Choose your Follow Up Boss Account > Continue 
5. Add the Tag Name > Continue 
6. Test Trigger > Continue 
   
   1. For Test This Step, you'll want to make sure you have a contact with a valid email you can use as a sample -make sure to go and add the new tag onto a contact in your system so they can be pulled over as we'll have to sync a contact to Mailchimp later on in order to set up the Zap.
7. Step 2. Add/Update Subscriber in Mailchimp > Sign In (to Mailchimp) 
8. Choose the desired List
   1. If you don't have a list already set in Mailchimp, you'll want to make one in order to populate this list.
9. Select the Subscriber Email (contacts primary email) 
   1. For Subscriber Email, click the button on the right of the text field and select the option that says Primary Email. This is how we get the email info over to Mailchimp.
10. To make sure the contact names pull into Mailchimp as well, you'll want to fill in the optional field of First Name and Last Name. Select the field button on the right-hand side, and then click on the appropriate name option from the drop field like below, for both names.
    
11. In Test this Step, you should see the sample contact that you selected pulling in as the test, run the test. Once complete, the contact should show on the Mailchimp contact list selected.
    
12. Turn On the zap 

With this setup, the specific tag needs to be added to existing contacts in Follow Up Boss. This can be done with Mass Actions.

Note: The sync will take some time depending on the size of your database.

2. Syncing New Incoming Contacts into Mailchimp

With your Zapier account created, linked to Mailchimp, and existing clients now syncing into Mailchimp, we need a way to make sure new contacts can flow into Mailchimp with ease so we don't need to add that tag onto all the new contacts coming in.

1. Click HERE to access the Zapier zap 
2. Click 1. New in Follow Up Boss
3. Choose your Follow Up Boss Account > Continue 
4. Test Trigger > Continue 
5. Click 2. add/update Subscriber in Mailchimp
6. Action Event should be Add/Update Subscriber
7. Sign In to Mailchimp
8. Select the Subscriber Email (contacts primary email) 
9. Add the contact's First Name and Last Name to the corresponding fields
10. Test the Zap > Turn On the Zap