01
Two ways, deliberately
Changes flow both ways, with category rules and profile-field mappings you control.
§01Mailchimp
Your audience and your CRM, telling the same story.
Import Mailchimp audiences into Yachtbase, then keep tags, merge fields and segments in sync in both directions. Mailing lists stop drifting away from the client record.
By application · 2027 season
§02What flows
In and out, always linked.
→From Mailchimp into Yachtbase
- Audiences imported after a preview
- Tag, merge-field and segment changes returned through a secure webhook
←From Yachtbase back out
- Tags, merge fields, segments and notes
- Form answers, added as notes
- Each form mapped to its own audience
§03Why it matters
Three things that change.
02
Forms feed the audience
Answers from a branded form reach the right Mailchimp audience as notes on the contact.
03
Review before export
An optional export review step lets you check what leaves Yachtbase before it does.
§04Connect
Three steps to connect.
Step 1
Connect Mailchimp with OAuth and choose an audience.
Step 2
Preview the import, then bring the audience into the CRM.
Step 3
Set your mappings and rules, and let scheduled sync keep things aligned.
Provider dependent. Needs a Mailchimp account of your own, connected through Mailchimp's authorisation.
§06Questions
Asked and answered.
Can I preview before importing?
Yes. There is an import preview before any audience is brought into the CRM.
Which data is synchronised?
Tags, merge fields, segments and notes.
Can different forms use different audiences?
Yes. Each form can be mapped to its own audience.
Does Yachtbase send my newsletters?
No. Mailchimp remains where you design and send campaigns. Yachtbase keeps the data aligned.
§07Applications open · 2027 season
Bring the whole business aboard.
Fleet, clients, every channel, every signature and every payment, finally in one place.