Migrate from Eagle CRM to Mailchimp

Each Eagle CRM contact becomes a Mailchimp subscriber. Email address is the unique identifier — duplicates by email are merged. First name, last name, phone, and address map to standard Mailchimp fields. Owner assignment from Eagle CRM is stored in a merge field since Mailchimp has no owner concept.

Eagle CRM company name maps to Mailchimp COMPANY merge field. If a contact is associated with multiple companies in Eagle CRM, the primary company (most-recently-linked) is stored in the merge field and secondary associations are added as tags in the format 'company: [name]'.

Eagle CRM deals and pipeline stages have no direct Mailchimp equivalent. We export deal stage values as tags (e.g., 'pipeline_stage: Active Prospect') for segmentation in Mailchimp, but the transactional nature of deals does not translate — that logic must be rebuilt in Mailchimp automations or handled outside the platform.

Contract records in Eagle CRM contain terms, dates, and statuses with no Mailchimp counterpart. We migrate contract status as a tag (e.g., 'contract_status: Active') and store contract ID in a merge field for reference, but the full contract object must be maintained in a document management system or rebuilt in a dedicated tool.

Eagle CRM notes attached to contacts are added as Mailchimp notes on the subscriber profile (up to 255 characters per note). Notes exceeding that limit are stored as tags with a truncated prefix. Original note timestamps and owner attribution are preserved in the note body.

Call logs, email history, and meeting records in Eagle CRM have no Mailchimp equivalent — Mailchimp tracks opens, clicks, and unsubscribes only. We export activity counts as tags (e.g., 'call_count: 3') and flag the full activity log for export as a CSV that your team can reference alongside Mailchimp reporting.

Eagle CRM custom properties on contacts (e.g., 'Lead Source', 'Preferred Neighborhood', 'Agent Rating') are created as Mailchimp merge fields in the target Audience. Merge field type (text, number, date, dropdown) is inferred from the source data type. Mailchimp allows up to 40 merge fields per Audience — we flag any overflow for prioritization.

Company-level custom properties in Eagle CRM (e.g., 'Listing Status', 'Property Type') are mapped to merge fields or tags on the associated contact's Mailchimp profile depending on cardinality. Single-value properties become merge fields; multi-value or list-type properties become tag sets. When a company has multiple agents or listing types, each value becomes a separate tag on the primary contact's subscriber profile.

Eagle CRM owner assigned to a contact maps to a merge field (OWNER_EMAIL or OWNER_NAME) in Mailchimp. This preserves accountability without assigning Mailchimp roles — your team uses this field for internal routing or to trigger owner-specific automations. Owner tags can also be applied if your team prefers tag-based filtering over merge field queries.

Tags applied to contacts in Eagle CRM are migrated as Mailchimp tags on the corresponding subscriber. Tag names are preserved as-is. This is the most reliable 1:1 mapping in the migration since both platforms use tag-based labeling. Tag counts and usage frequency are reported in the pre-migration audit.

File attachments on Eagle CRM records (listings, contracts, photos) do not migrate to Mailchimp — Mailchimp is not a document repository. We export a list of attachment URLs and file names as a CSV reference so your team can relocate assets to a document management tool.

Eagle CRM workflows, sequences, and automated lead-routing rules do not migrate. We export workflow definitions as a JSON reference document for your Mailchimp admin to rebuild equivalent automations in Mailchimp's customer journey builder. Trigger conditions, action sequences, and time delays are preserved in the export.