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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

Preview:

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.

Lessons

1
.
In this lesson you''ll learn how to connect Mailchimp to Trello and how to use Trello as a basic CRM.
6:50
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