Mailchimp Forms

Connect Mailchimp with OnePageCRM to capture new leads through sign-up forms quickly and automatically. Contacts are assigned a Next Action, Lead Source, Owner, Status, and Tags for easy follow-up.

You will need a Mailchimp account to connect it to OnePageCRM.
Only Account Owners or Administrators can configure and manage the integration.

How to install Mailchimp forms

Go to Mailchimp Forms under Apps and Integrations → click Install.

Apps and Integration page l Mailchimp Forms

Configure Mailchimp Forms

Jump up to Article's Overview ⮝

Create Mailchimp sign-up forms	Mapping tips
Create additional form fields in Mailchimp	Connect Mailchimp Forms to OnePageCRM

Create Mailchimp Sign up forms

In your Mailchimp account go to Forms → Other forms → Create new form.

Mailchimp l Forms | Other forms l Create new form

Select a form type:

Embedded Form

Pop-up Form

Sign up landing page

Mailchimp l Forms | Other forms l Create new form | Form type

Add details to the required fields and click Continue to builder.

Mailchimp l Forms | Other Forms l Add form name

💡 Depending on your plan, you may need to choose an Audience for new contacts.

Make the necessary selections → click on Continue.

Form Fields - If you require more than the provided fields, you can create more form fields in Mailchimp. See here.

Settings

Tags

Referral Badge

Mailchimp l Forms | Other forms l set up

Create additional form fields in Mailchimp

In your Mailchimp account go to Forms → Other forms → scroll down to Form builder and click on Manage forms.

Mailchimp l Forms | Other forms l Form builder | Manage Forms

Under the Form builder section, ensure to select Signup form from the dropdown.

Mailchimp | Form Builder | Manage forms

Scroll down to Build it → select an option under Add fields.

Mailchimp | Form builder l Builder l Add field

Configure the field under Fields settings → click on Save Field.

Field label - Name of the field

Field tag

Required field

Field visibility

Help text

Default merge tag value

Mailchimp | Form builder l Builder l Field Settings

💡 The Mailchimp field tag must exactly match the OnePageCRM contact field (see Mapping Tips below).

💡 The form displays First Name, Last Name, and Email by default. Other fields are hidden.

💡 Set any field to Hidden where necessary.

Mapping tips for Mailchimp Forms

Standard Mailchimp form fields are automatically matched to the same fields in OnePageCRM.

👉 Examples: First Name (fname), Last Name (lname), Email, Phone, Website, Address, Country, State/Province, Zip

Custom fields matching: Mailchimp fields must match a OnePageCRM Custom Field by name and field type to be mapped automatically.

👉 Example: Coupon (Single line) in Mailchimp → Coupon (Single line) in OnePageCRM.

Additional mapping rules

Company, Organisation, or Organization (text field) in Mailchimp → Organization in OnePageCRM.
Background (multi-line field) in Mailchimp → Background in OnePageCRM.
Unmatched fields are saved as a Note in the contact timeline.

Name field mapping

A single Name field in Mailchimp → the first word maps to First Name and the remaining words map to Last Name in OnePageCRM.

If both Name and Last Name fields are available, or both First Name and Name fields are available, OnePageCRM follows the mapping rules above.

Connect a Mailchimp Audience to OnePageCRM

After creating the Mailchimp sign-up form, go to OnePageCRM → Mailchimp Forms Configuration page.

Under Step 2. → copy the Callback URL.

OnePageCRM | Mailchimp Forms Configuration | Callback URL

💡 Click Generate one below the Callback URL field to create a new key.

💡 Update the Webhook URL in Mailchimp whenever a new one is generated, or the integration is reinstalled.

Go to your Audience → Settings → Manage webhooks → click on Edit Callback URL.

Go to Mailchimp → Audience → Settings.

Mailchimp | Audience | 3-dots menu | Audience Settings

Manage Webhooks → Create webhook.

Mailchimp | Audience | Audience Settings | Manage webhooks

Paste the URL into the Callback URL field → leave the default settings → click Create webhook.

Mailchimp | Audience | Audience Settings | Manage webhooks | Create webhook

Return to OnePageCRM Mailchimp Forms Configuration → Configure data under Step 3. → click Save.

Enter Mailchimp Audience ID

Complete the remaining fields

OnePageCRM l Mailchimp Forms l Step 3. Configure the data capture

💡 For the Audience ID, go to Mailchimp → Audience → Settings → Audience ID → copy.

Mailchimp | Audience | 3-dots menu | Audience Settings

How to add, edit and delete a Mailchimp Audience

Jump up to Article's Overview ⮝

Go to Mailchimp Forms configuration → scroll down to Step 3.

Add a new Mailchimp audience

Select +Add another Mailchimp Audience to configure it in OnePageCRM by following the steps above.

OnePageCRM l Mailchimp Forms configuration l Step 3. l Add another Mailchimp Audience

Edit the configuration of a connected Mailchimp Audience

Click on the pencil icon to edit the configuration of the Mailchimp Audience in OnePageCRM.

OnePageCRM l Mailchimp Forms configuration l Step 3. l Pencil icon

Remove a connected Mailchimp Audience

Click on the bin icon to delete a connected Mailchimp Audience from OnePageCRM.

OnePageCRM l Mailchimp Forms configuration l Step 3. l Bin icon