Using Custom and/or Hidden Fields when Receiving Data from MailChimp (Heap CRM)

Monday, February 8th, 2010

Heap's webhook is really smart. Basically, no matter what you throw at it, it will do something intelligent. All it really needs is to know is what you are sending. How do you do this in MailChimp? Well, you just need to "tag" the field with the field name in Heap; this is what it would look like with the notes field:

Not only can you save to any contact field (or transaction field if you decide to create a prospect) but you can also save into custom values:

And if you need to post predefined values, you have the option to make a field hidden:

MailChimp Integration in Heap CRM

Friday, July 3rd, 2009

For those of you who use MailChimp you can now integrate incoming information into Heap CRM using WebHooks. To get your URL, go to your help tab and select integration:

Heap Help Page

For the particular list you want to integrate select "Settings:"

Select Settings

Then select "WebHooks:"

Click on WebHooks

Paste your URL from Heap into this spot:

Configure WebHooks

Now when someone signs up for this list that doesn't exist in Heap, they will be added. If they update their profile your entry in Heap will be updated (and they will be added to categories based on interest groups they select in MailChimp). If they unsubscribe they will be removed from categories based on their interest groups.