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How to Set Up the MailChimp Integration in Clio Grow

Objective:

  • Connect Clio Grow to MailChimp

Environment:

  • Clio Grow US
  • MailChimp

Additional Information:

  • Note: When the integration is connected, there will be a 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.
  • The MailChimp integration is available with free MailChimp accounts.
  • 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. 

Please note: If you are based in the UK or Europe, this integration is currently not available on Clio Grow EMEA. If you would like to add your vote to the feature request for this integration to be added, please contact our Support team. 

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