Migrate from Sharpspring to Mailchimp

SharpSpring contacts migrate directly to Mailchimp audience members by email address. Each contact's primary company data populates Mailchimp merge fields. Multi-company contacts are flattened — the primary company name becomes a merge field value, and secondary company associations surface as tags.

SharpSpring leads map to Mailchimp audience members the same way contacts do. The lead status (New, Contacted, Qualified) is preserved as a Mailchimp tag so you can segment by prior lead stage. Unconverted leads that should not receive marketing email are flagged with a Do-Not-Mail tag before migration.

SharpSpring's Company object flattens into Mailchimp merge fields on the contact record. Company name becomes COMPANY merge field; industry, annual revenue, and employee count each become dedicated merge fields. Parent-company hierarchy has no Mailchimp equivalent — the top-level company name migrates and subsidiary relationships are noted in a custom reference field.

SharpSpring deal pipelines and opportunity records have no native Mailchimp equivalent. We create a CONTACTNOTE entry on each related contact recording deal name, stage, amount, and close date. Pipeline stage is also added as a tag on the contact. Full pipeline visualization must be rebuilt in an external CRM or spreadsheet if deal tracking is critical.

SharpSpring custom objects map to Mailchimp merge fields on the audience member. Each custom object field becomes a dedicated TEXT or NUMBER merge field in Mailchimp. If the custom object contains a relationship to a Contact, the field migrates to the member record. Mailchimp's 40-merge-field limit per audience is flagged during audit if your setup exceeds it.

SharpSpring's tag system migrates 1:1 to Mailchimp tags. Tag names are preserved exactly; multi-word tags keep their spacing. Tags applied programmatically by SharpSpring workflows (e.g., lead-score thresholds) are imported with the contact — your team decides which workflow-triggered tags to replicate in Customer Journeys post-migration.

SharpSpring form submission history is stored as engagement events on the contact. We migrate each form name as a tag on the contact (e.g., 'form:Contact-Request-2024') with the submission timestamp preserved in a dedicated merge field. This preserves form-level attribution without creating a native Mailchimp form-equivalent.

SharpSpring records opens, clicks, and unsubscribes per contact. We map these to Mailchimp's built-in activity feed by writing the contact into Mailchimp before sending campaign history, so Mailchimp's own open/click tracking reflects the migrated contact's historical engagement context. This approach preserves the full engagement timeline and enables accurate reporting on campaign performance after the migration.

SharpSpring's VisitorID feature identifies anonymous web visitors and associates them with contacts via cookie-based tracking. Mailchimp does not have a visitor-identification feature. This data is inherently tied to SharpSpring's tracking code deployment and cannot be meaningfully migrated. The tracking logic is documented for reference when configuring Mailchimp's website tracking pixel.

SharpSpring's numeric lead score (engagement points + fit criteria + decay) has no native Mailchimp counterpart. We export the last-known score as a numeric merge field (Lead_Score__c). You can recreate threshold-based segmentation using Mailchimp segments: create static segments for score ranges using filter conditions on the Lead_Score__c merge field after migration.

SharpSpring's dynamic forms with field-level autocomplete and third-party form mapping have no direct Mailchimp equivalent. We export form field definitions and conditional logic as a reference document. Mailchimp's embedded forms and signup bars can replicate the field structure, but conditional branching logic must be rebuilt in Mailchimp's automation builder.