Mailchimp is a valuable tool for advisors who want to communicate effectively with their customers, grow their network, and promote their services in a targeted and measurable way
Effortlessly sync your Mailchimp audiences with Equisoft/connect. Our integration automatically imports, matches, and updates contacts with strict accuracy rules to prevent errors. Matching is based on First Name, Last Name, and Email Address, ensuring precise data management. If no match is found, a new contact is created, keeping your database complete and organized. Archived Mailchimp contacts are ignored to maintain data integrity.
Save time with automatic contact updates. Deleting a contact in Equisoft/connect automatically archives it in Mailchimp, ensuring your marketing lists stay relevant and up to date without manual intervention.
Strengthen client relationships with automated, timely, and personalized communications. Leverage synchronized data to send targeted messages that resonate with your audience, improving engagement and client satisfaction.