Spectora's Mailchimp integration has been updated with new capabilities, including separate syncing for clients and agents, phone number sync, birthday sync, and flexible tag syncing options. This article walks you through the full setup process.
Accessing the Integration
Accessing the Integration
The integration is found under Integrations in the user menu. From there, you'll see a list of all available integrations. Each one includes a Learn More page with details about how it works, data access levels, who built it, and a support article link.
Step 1: Connect and Enter Your API Key
Step 1: Connect and Enter Your API Key
From the Integrations page, find the Mailchimp tile and click Connect. This will open in a new tab.
You'll be prompted to enter a Mailchimp API key.
To get your API key from Mailchimp:
Log in to Mailchimp and click your profile avatar (top right).
Go to Account & Billing → Extras → API Keys.
Click Create a Key, give it a descriptive name (e.g., "Spectora Sync"), and click Generate Key.
Copy the key immediately and store it somewhere safe, then click Done.
Paste the key into Spectora and click Test API Key. If the key is valid, you'll automatically advance to the next step.
Step 2: Choose What to Sync — Clients, Agents, or Both
Step 2: Choose What to Sync — Clients, Agents, or Both
The new integration lets you sync clients, agents, or both independently.
For clients: Select the Mailchimp audience you want them synced to. You can also enable backfill to sync all existing clients immediately.
For agents: Select the appropriate audience and optionally enable backfill to sync existing agent records.
You can configure each group separately or skip either one entirely.
Step 3: Choose Your Tag Sync Method
Step 3: Choose Your Tag Sync Method
One of the most powerful new features is tag syncing. Spectora gives you four options for how tags are handled. Each option has an ℹ️ info icon in the UI with additional details.
Choose the option that best fits your workflow and click Save.
Option | Behavior |
Replace my Mailchimp tags | Mailchimp tags are always kept in sync with Spectora — additions and removals are mirrored. |
Add alongside my Mailchimp tags | Spectora tags are added to Mailchimp without removing any existing Mailchimp tags. |
Only sync new tags going forward | Only tags added in Spectora after setup will sync; existing Mailchimp tags are left untouched. |
Don't sync contact tags | No tags are synced between Spectora and Mailchimp. |
After Setup
After Setup
Once saved, the integration will show as Active, and the Connect button will change to Configure. You can return to Configure at any time to adjust your settings, reset your API key, or disconnect the integration.
⚠️ If you chose either or both of the "Sync Existing Clients/Agents" options the sync will begin after clicking the save button and may take a little while.
What Gets Synced
What Gets Synced
Contacts synced to Mailchimp will include:
Name
Phone number
Email
Birthday
Tags (based on your selected sync method)
Changes made in Spectora (such as adding a tag to a contact) will automatically reflect in Mailchimp in the next few minutes.
Frequently Asked Questions
Frequently Asked Questions
Is there a way to send mass emails to all my clients within Spectora?
Not at this time. We don’t have plans right now to bring back the Mass Email feature, but MailChimp is a great alternative!
Why don't I see Mailchimp in my Settings page integrations list?
If your company has not previously set up the Mailchimp integration, it will no longer appear in the Settings page. All new Mailchimp connections are now managed through the Integrations page, accessible from the user menu.
What happened to the old Mailchimp integration?
The old integration has been replaced with a more capable version. Companies that already had the old integration set up will continue to see it in their Settings, but new connections go through the Integrations page.
Can I sync both clients and agents to the same Mailchimp audience?
Yes. When setting up each sync group, you choose which Mailchimp audience to send them to. You can point both to the same audience or use separate ones.
What if I already have tags set up in Mailchimp from automations?
Use either Add alongside my Mailchimp tags or Only sync new tags going forward to preserve your existing Mailchimp tags. Using Replace my Mailchimp tags will overwrite them with whatever is in Spectora.
You can also choose Don't sync contact tags to exclude all tags from syncing from Spectora into Mailchimp.
Can I sync my existing contacts, or only new ones going forward?
Both. During setup, you can enable bulk-sync to sync all existing clients or agents immediately. New contacts will sync automatically after that.
I only copied my API key once and now I've lost it. What do I do?
You'll need to go back to Mailchimp (Account & Billing → Extras → API Keys), revoke the old key, and create a new one. Then return to Spectora and use the Reset API Key option under Configure to update it.
Can I change my settings after the initial setup?
Yes. Click Configure on the Mailchimp tile in the Integrations page to update your sync preferences, add or remove client/agent syncing, change your tag sync method, reset your API key, or disconnect entirely.
I'd like to begin doing a monthly newsletter to any realtors in my Spectora database. Will the MailChimp integration work for this?
Absolutely! Your Spectora contacts will sync with your MailChimp account once the integration is set up, so you'll be able to start sending newsletters through MailChimp to your realtor contacts.
If you have any questions or feedback, write into our chat bubble or email support@spectora.com!
