How to Setup Mandrill and Connect to ClientLook

How to Setup Mandrill and Connect to ClientLook

The ClientLook commercial real estate software offers a simple solution for sending email to individual recipients using MailChimp templates. This is ideal for standardized follow-up emails or sending brochures without the need for sending a big email campaign.

What MailChimp is to mass email, Mandrill is to individual email. Mandrill is owned by MailChimp and allows you to use your MailChimp account to send any of your templates to a single contact in your ClientLook account.

Video: Learn how to connect Mandrill to ClientLook for easy email sending.

Step 1 – Set up a Mandrill Account

To set up your Mandrill account, visit their signup page. If you already have a Mandrill account, you can skip this step.

Step 2 – Connect Mandrill to MailChimp

  1. Log in to your MailChimp account, then click on your email address in the upper right corner of the page to pull up the account menu.
  2. MailChimp CRM integration

  3. Click “Account”, then choose the “Integrations” tab.
  4. ClientLook MailChimp email integration

  5. Click on “Mandrill” on the left to expose the “Authorize Connection” button, and click that button.
  6. MailChimp ClientLook integration

  7. Click “Allow” on the Mandrill confirmation screen.
  8. commercial real estate mass email software

    Mandrill has now been linked with your MailChimp account

Step 3 – Find Your Mandrill API Token

  1. Log in to your Mandrill account. Click on the “Settings” button.
  2. Mandrill ClientLook CRM integration

  3. In the “API Keys” section, click the “New API Key” button. Fill in a description for this key (such as “ClientLook”), leave the check boxes un-checked, then click the “Create API Key”
    button
  4. Mass email integration with CRM

  5. Copy or write down this API key so that you can paste or type it into ClientLook.

Step 4 – Add your API Key to ClientLook

  1. In ClientLook, click on your name in the upper right corner of the screen and choose “Setup”.
  2. Click on the “Integrations” tab.
  3. Commercial real estate software

  4. In the Mandrill section, click the “Connect” link.
  5. commercial real estate CRM

  6. Paste or type your Mandrill API key in the box and click the “Connect to Mandrill” button.

You’re done!

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