Mailchimp Integration

Do you use Mailchimp to send newsletters and communications to your clients? So we have got good news for you. Clevertim initial integration with Mailchimp is now available.

If you don’t use Mailchimp but are considering an email campaign software, Mailchimp is free and relatively easy to use. It is not the only one, but it is the only one Clevertim is currently supporting.

First things first. Assuming you have a Mailchimp account, you will need to go to Settings => Applications on your Clevertim account and enable the integration.

Clevertim_Mailchimp_Settings01

The Enable/Disable button is on the right corner. Once it is enabled, you will be able to do a few things on this page.

Clevertim_Mailchimp_Settings02

  1. You can choose whether to use just the first email address of your contact, or all of them.
  2. Check all the lists you have on Mailchimp. If you add new ones, just press Refresh lists and you will see new ones in the list.
  3. And finally, you can import the contacts from Mailchimp into Clevertim here. It will import contacts from all existing lists or just one specific one, your choice. If a contact with the same email address already exists in Clevertim, it will be updated, not duplicated.

Don’t forget to press Save when you’re done!

We recommend you starting from the last point above, importing your Mailchimp contacts to Clevertim, so your contacts are already included in lists.

Now that the Mailchimp integration is enabled, you just need to remember to update your existing contacts on Clevertim (the ones that aren’t already on Mailchimp and were imported to your account) with the lists you have on Mailchimp.

When you open a contact, you will see a section for Mailchimp on the right hand side, just under Custom Fields. Just click on Add a value in the list field and a drop down menu with all your options will appear.

Clevertim_Mailchimp_contacts

Repeat this step to all contacts you want to add to your mailing lists.

This is the initial integration with Mailchimp; we are currently working on updated and improvements and will come back with more news soon.

Dropbox and Google Drive integration

We’ve just released a feature that allows users to attach files from Dropbox and Google Drive to Clevertim CRM notes. This is in response to demand from our users for such integration.

To access the new functionality, just click on More options when adding a note. That should expand a dialog with more options that allows you to attach files from your local drive and now, it also allows you to pick a file from your Dropbox or Google Drive repositories.

When using it for the first time, you will be prompted to give Clevertim CRM permission to access your Dropbox or Google Drive files. Once you give access, you will be prompted to select the files you want to attach.

You can attach files in one of two ways:

Link to the file
This option, as the name suggests, just attaches the link to the file. It does not copy the file, so users can click on the link and always get to the latest version of the file that still resides in Dropbox or Google Drive. Users need to have permissions to access the Dropbox or Google Drive repository and this can be a problem.

Download and embed the file
This option essentially takes a snapshot of the file at that time and inserts it into Clevertim CRM. Any changes made to the file in Dropbox or Google Drive will not be reflected in Clevertim CRM (the CRM only has a snapshot at the time when the note is added). On the positive side, the users can see the file without having permissions to access the Dropbox or the Google Drive repository.

Let us know what you think of this feature.

Google Calendar integration

Today we’ve released our native Google Calendar integration. Before, the integration was only possible via Zapier. We’ve added this feature to our roadmap at the request of one of our customers. Yes, we do listen!

Have a look at our quick guide about this Google Calendar integration.

Please let us know if you have any feedback, comments, requests or complaints either on the integration or the quick guide above.