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What Contacts will Sync Between Clio Grow and Mailchimp?

Objective:

  • How can I specify what Contacts will be connected through Clio Grow and Mailchimp?
  • Create a list of Clients to sync

Environment:

  • Clio Grow

Additional Information:

  • For more information on setting up Contact Lists in Clio Grow, please see here.

Answer:

You can specify what Contacts in Clio Grow will sync over to Mailchimp by making use of Contact Tags within Clio Grow (as per the above instructions). For example, you can specify that any Contact with the Tag of 'Client' will be added to the email list in Mailchimp, but exclude Contacts that do not have that Tag.

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