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Build a CRM with Mailchimp and Trello

7 min of on-demand video

Created by
Seth Kramer
Build a CRM with Mailchimp and Trello

7 min of on-demand video

Created by
Seth Kramer


What's inside this tutorial?

Looking to streamline your customer relationship management (CRM) process? This beginner-friendly project will teach you how to harness the power of Mailchimp and Trello to create a simple yet effective CRM system.

Throughout the project, you'll gain practical skills in connecting these popular tools and leveraging their capabilities to efficiently manage your customer interactions. Whether you're a small business owner, freelancer, or marketing professional, this project will provide valuable insights and techniques to enhance your customer management workflow.

Here's a sample of what you'll learn:

  • Integrating Mailchimp with Trello to create a seamless CRM system
  • Organizing and categorizing customer information using Trello boards and cards
  • Automating customer data syncing between Mailchimp and Trello
  • Tracking customer interactions and engagement using Trello's labeling and commenting features
  • Generating reports and insights from your Trello-based CRM data

By the end of this project, you'll have a functional CRM system built entirely using Mailchimp and Trello. You'll be equipped with the knowledge and skills to tailor this system to your specific business needs, whether you're managing a small client base or scaling up your customer operations.

No prior experience with Mailchimp or Trello is required, making this project accessible to beginners. The step-by-step instructions and hands-on approach will guide you through the process, allowing you to learn at your own pace and build confidence in your abilities.

Here's what you can expect:

  • Connect Mailchimp to Trello
  • Use Trello as a basic CRM
  • Organize customer information using Trello boards and cards
  • Automate customer data syncing
  • Track customer interactions and engagement
  • Generate reports and insights from CRM data
  • Adapt the CRM system to specific business needs
  • Beginner-friendly, no prior experience required

Who is this for?

  • Beginners looking to learn practical skills in connecting popular tools like Mailchimp and Trello
  • Small business owners seeking to streamline their customer relationship management process
  • Freelancers and marketing professionals who want to enhance their customer management workflow
  • Anyone interested in building a simple yet effective CRM system using no-code tools
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About the instructor

Seth Kramer

Hi! I'm Seth, the founder and lead instructor at No Code MBA.

I've built massive no-code automations for venture-backed startups, beautiful Webflow-powered websites (including one for a celebrity chef), and bootstrapped a 7-figure marketplace business.

No-code tools have helped me reach my entrepreneurial dreams without writing a line of code, and I'm thrilled to share everything I've learned with you through No Code MBA courses.


In this lesson you''ll learn how to connect Mailchimp to Trello and how to use Trello as a basic CRM.
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