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How to set up the MailChimp integration in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: When the integration is connected, there will be message displaying “You are connected to MailChimp!”
  • Note that you will need a MailChimp account set up before you are able to set up the integration with Clio Grow. More details on MailChimp can be found here.
  • How to Start an Online Store in MailChimp

Procedure:

  1. Go to the Settings page
  2. Click on the Integrations tab
  3. Click on the MailChimp icon and then Connect to MailChimp
  4. Enter your MailChimp credentials (to sign into MailChimp) and wait for the Integrations page to reload

Once the Integration is active, follow steps to Add Contacts to a MailChimp list from Clio Grow. 

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