Reflect Unsubscribed Mailchimp Contacts in Salesforce Lead Status
This flow is perfect for identifying "disinterested individuals" in email marketing and adjusting the approach on the sales team side accordingly.
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"Are you effectively utilizing the contact information you've gathered?"
Have you ever felt this concern? By integrating Mailchimp with Salesforce, you can eliminate information waste. For example, new contacts registered in Mailchimp can be automatically added as leads in Salesforce, and email open statuses can be recorded in Salesforce to aid sales activities. You can also quickly inform your sales team about unsubscribes, allowing for a swift review of your approach methods.
In this article, we will detail what you can achieve by integrating Mailchimp with Salesforce and provide specific setup instructions. Why not streamline the "bridge between marketing and sales" through automation?
By using Yoom, you can easily integrate Mailchimp and Salesforce without any coding. Yoom offers pre-prepared templates for integrating Mailchimp and Salesforce, so you can achieve integration immediately without any API knowledge, just by registering.
By integrating the APIs of Mailchimp and Salesforce, you can automatically sync Mailchimp data with Salesforce!
You can experience the integration of Mailchimp and Salesforce immediately by simply clicking "Try it out" on the automation example you're interested in and registering an account.
Registration takes just 30 seconds, so feel free to give it a try!
This flow is useful when you want to quickly connect prospects acquired through email marketing to sales follow-up in Salesforce.
This flow is perfect for identifying "disinterested individuals" in email marketing and adjusting the approach on the sales team side accordingly.
This flow is useful for marketers who want to quickly share the response to a new product announcement sent via email with the sales team.
Let's get started by creating an integration flow between Mailchimp and Salesforce!
We'll be using Yoom to proceed with the integration without any coding, so if you don't have a Yoom account yet, please create one using the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes:
First, log in to your Yoom account.
If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps and then click on Add.
2. You can search by app name in the input field.
Let's register Mailchimp as My App! Enter Mailchimp in the input field, and the Mailchimp icon will appear. Click on the Mailchimp icon.
1. The following screen will be displayed.
Enter any account name you like.
For the API Key, please refer to this article.
2. The server domain can be confirmed from the URL.
The part enclosed in the red frame is the server domain, so please enter it.
Search for Salesforce in the same way and click on the icon.
Note that Salesforce is an app available only with the Team Plan and Success Plan.
If you are using the Free Plan or Mini Plan, the operations and data connections of the flow bot you have set will result in errors, so please be careful.
Also, the paid plans (Team Plan and Success Plan) offer a 2-week free trial.
During the trial period, you can use apps that are usually restricted, so it's recommended to try the features with the trial first!
1. The Salesforce login screen will be displayed. Log in with the account you want to integrate.
For detailed instructions on how to register My App with Salesforce, please refer to the following link.
How to Register My App with Salesforce
If an error is displayed when integrating My App, please check the following link.
If "Session expired or invalid" error is displayed in Salesforce
Click "Add" to complete the registration of My App with Salesforce.
If the registration of My App is successful, the following screen will be displayed.
Check if the icons for Mailchimp and Salesforce are displayed on the My Apps screen.
Click "Try it" from the link below.
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
1. First, click on the icon at the top labeled "When a subscriber is added (Webhook)".
2. Set the account information connected to Mailchimp.
Select "When a subscriber is added (Webhook)" as the trigger. Once the setup is complete, click "Next".
3. Set the audience_id.
When you click the input field, options will appear as shown in the image below. Please select the appropriate one.
If the test is successful, a screen indicating test success will appear as shown in the image below.
If there are no issues, click "Next".
4. The following screen will appear.
Once the test is successful, you will be able to reference the information obtained from Mailchimp as retrieved value.
For more details on the output, please refer to the link below.
About the Retrieved value
Don't forget to click "Save" after the test is complete.
1. Finally, click on the icon labeled "Operate the Database".
2. Set the account information linked with Salesforce.
Select "Add record" as the action.
Set up the database integration.
Once the setup is complete, click "Next".
3. Set the values for the new record.
Utilize the retrieved values from Mailchimp to set each item.
After setting, test it, and if there are no issues, save it.
This completes the flow of [Registering a contact in Mailchimp also registers it as a lead in Salesforce].
Once the setup is complete, the following screen will appear.
Click the "Turn on Trigger" button to activate the flow bot.
This was the method for registering a contact in Mailchimp and also registering it as a lead in Salesforce!
This time we introduced how to integrate data from Mailchimp to Salesforce, but if you want to implement data integration from Salesforce to Mailchimp, please also use the following template.
This flow is useful when you want to centrally manage lead information in Salesforce while sending timely follow-up emails using Mailchimp.
This flow is recommended for situations where you want to automatically add a lead to a Mailchimp list when their status changes from "Approaching" to "Deal" or similar in Salesforce.
By leveraging the APIs of Mailchimp and Salesforce, various automations can be achieved.
Additionally, you can send notifications when an email is opened and automatically notify that information. It is also possible to automatically add contact information registered or created in other services to a Mailchimp list!
You can automatically register business card data into Salesforce and send template emails from lead information. Additionally, it's possible to create payment links and send them via email!
How was it? By integrating Mailchimp and Salesforce, you can potentially solve challenges such as "wanting to streamline information sharing between marketing and sales," "eliminating manual data entry," and "increasing response speed to prospects." Automatically syncing contact additions and campaign responses can improve the overall efficiency of your team.
<span class="mark-yellow">By utilizing the no-code tool Yoom, you can easily integrate Mailchimp and Salesforce without any programming knowledge!</span> If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
Why not try automatic integration to prevent miscommunication between sales and marketing?
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