Mailchimp Integration

The extension integrates with Mailchimp via webhook to maintain clean email subscription lists when merging contacts.

How It Works

Automatic Unsubscribe

When you merge two persons and the contact being deleted is subscribed to email marketing, the extension automatically calls your configured webhook before the merge executes. This allows your automation platform (such as Make.com) to unsubscribe the contact from Mailchimp, preventing bounced emails and maintaining list hygiene.

The webhook sends:

{
  "trigger": "PersonDelete",
  "PersonID": 12345
}

The request includes an x-make-apikey header with your configured API key for authentication.

In the merge preview, the Unsubscribe deleted person from email marketing checkbox is checked by default when the deleted contact is subscribed. Uncheck it to skip the webhook call.

Resubscribe Option

A special scenario arises when:

  • The contact being deleted is subscribed to marketing emails.
  • The contact being kept is not subscribed.

In this case, you may want the surviving contact to receive marketing emails going forward. The Resubscribe to email marketing checkbox appears in the merge preview. Checking it sets a flag field on the surviving deal so your automation can add the contact to your mailing list.

The resubscribe option only appears when the subscription statuses differ in this specific way. If both contacts are subscribed or both are unsubscribed, the option does not appear.

Configuration

Configure the Mailchimp integration in Settings > Merge Tool.

Webhook Settings

Setting Description
Webhook URL The endpoint called before deleting a subscribed person. Typically a Make.com or Zapier webhook URL that triggers a Mailchimp unsubscribe action.
Webhook API Key Sent in the x-make-apikey header for authenticating requests to your automation platform.

Field Mapping

Setting Description
Email Marketing Status Field A Person custom field (enum type) that tracks subscription status. The field should include a “subscribed” option. The extension reads this field to determine whether the unsubscribe webhook should fire.
Resubscribe Flag Field A Deal custom field (enum type) that gets set when the user requests resubscription during a merge. Your automation should watch for changes to this field and add the contact to your mailing list.

If the webhook URL is not configured, the unsubscribe option will not appear in merge previews. Ensure both the webhook URL and the Email Marketing Status Field are set for the integration to function.