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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.
■Overview
The "Register a contact in Mailchimp and also register it as a lead in Salesforce" flow is a business workflow that automates the integration of marketing and sales data.
When a new contact is added in Mailchimp, it is simultaneously registered as a lead in Salesforce, reducing duplicate data entry and effort.
By utilizing this workflow, the integration between marketing and sales activities becomes smoother, enhancing the overall efficiency of the team.
■Recommended for
■Benefits of using this template
Manually registering contact information in Mailchimp and lead information in Salesforce is time-consuming.
By utilizing this flow, simply registering a contact in Mailchimp automatically reflects it as a lead in Salesforce, eliminating the need for manual entry.
Additionally, automatic integration prevents data discrepancies and duplication between the two systems, enabling accurate information management.
Since the latest contact information is immediately reflected in Salesforce, the sales team can approach prospects in a timely manner, leading to improved operational efficiency.
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.
■Overview
The "Register a contact in Mailchimp and also register it as a lead in Salesforce" flow is a business workflow that automates the integration of marketing and sales data.
When a new contact is added in Mailchimp, it is simultaneously registered as a lead in Salesforce, reducing duplicate data entry and effort.
By utilizing this workflow, the integration between marketing and sales activities becomes smoother, enhancing the overall efficiency of the team.
■Recommended for
■Benefits of using this template
Manually registering contact information in Mailchimp and lead information in Salesforce is time-consuming.
By utilizing this flow, simply registering a contact in Mailchimp automatically reflects it as a lead in Salesforce, eliminating the need for manual entry.
Additionally, automatic integration prevents data discrepancies and duplication between the two systems, enabling accurate information management.
Since the latest contact information is immediately reflected in Salesforce, the sales team can approach prospects in a timely manner, leading to improved operational efficiency.
This flow is perfect for identifying "disinterested individuals" in email marketing and adjusting the approach on the sales team side accordingly.
■Overview
The "Reflect Unsubscribes from Mailchimp in Salesforce Lead Status" flow is a business workflow that seamlessly integrates email marketing and sales management.
By utilizing Yoom, you can automatically update unsubscribe data in Salesforce lead status, maintaining up-to-date customer information.
■Recommended for
■Benefits of using this template
Unsubscribes in Mailchimp are important information in customer relationships.
However, manually reflecting this information in Salesforce is time-consuming, labor-intensive, and prone to errors.
By using this flow, you eliminate the need to manually update Salesforce when an unsubscribe occurs, reducing work time.
Additionally, as the latest subscription status is immediately reflected in Salesforce, decision-making in sales activities becomes faster.
Preventing errors from manual entry and maintaining data accuracy leads to improved work efficiency.
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.
■Overview
The workflow "Register activity history in Salesforce customer data when a Mailchimp campaign is opened" is a business workflow that seamlessly integrates marketing activities and sales management.
By automatically reflecting the open information of email campaigns sent via Mailchimp in Salesforce, you can grasp customer interest in real-time and enable effective follow-up.
This eliminates the need for manual data entry and improves operational efficiency.
■Recommended for
■Benefits of using this template
Taking action on leads who opened a campaign in Mailchimp is important, but manually registering this in the activity history takes too much time.
This flow automatically registers Mailchimp campaign open information in Salesforce, reducing the need for manual input.
Not only does it allow for immediate reflection of customer email open status in Salesforce for quick sales response, but it also smooths the collaboration between marketing and sales, enhancing overall operational efficiency.
Additionally, it enables error-free data management and maintains accurate customer data.
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:
■Overview
The "Register a contact in Mailchimp and also register it as a lead in Salesforce" flow is a business workflow that automates the integration of marketing and sales data.
When a new contact is added in Mailchimp, it is simultaneously registered as a lead in Salesforce, reducing duplicate data entry and effort.
By utilizing this workflow, the integration between marketing and sales activities becomes smoother, enhancing the overall efficiency of the team.
■Recommended for
■Benefits of using this template
Manually registering contact information in Mailchimp and lead information in Salesforce is time-consuming.
By utilizing this flow, simply registering a contact in Mailchimp automatically reflects it as a lead in Salesforce, eliminating the need for manual entry.
Additionally, automatic integration prevents data discrepancies and duplication between the two systems, enabling accurate information management.
Since the latest contact information is immediately reflected in Salesforce, the sales team can approach prospects in a timely manner, leading to improved operational efficiency.
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.
■Overview
The "Register a contact in Mailchimp and also register it as a lead in Salesforce" flow is a business workflow that automates the integration of marketing and sales data.
When a new contact is added in Mailchimp, it is simultaneously registered as a lead in Salesforce, reducing duplicate data entry and effort.
By utilizing this workflow, the integration between marketing and sales activities becomes smoother, enhancing the overall efficiency of the team.
■Recommended for
■Benefits of using this template
Manually registering contact information in Mailchimp and lead information in Salesforce is time-consuming.
By utilizing this flow, simply registering a contact in Mailchimp automatically reflects it as a lead in Salesforce, eliminating the need for manual entry.
Additionally, automatic integration prevents data discrepancies and duplication between the two systems, enabling accurate information management.
Since the latest contact information is immediately reflected in Salesforce, the sales team can approach prospects in a timely manner, leading to improved operational efficiency.
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.
■Overview
This is a flow where a contact is added to Mailchimp when a lead is registered in Salesforce.
■Recommended for
1. Sales Department
・Sales teams that use Salesforce to manage leads and want to enhance the effectiveness of marketing campaigns.
2. Marketing Team
・Teams that want to utilize Salesforce lead data to conduct effective email campaigns with Mailchimp.
3. Data Analysts
・Analysts who want to centrally manage lead data and conduct data analysis and marketing strategy formulation.
■Benefits of Using This Template
・Every time a lead is registered in Salesforce, the information is reflected in Mailchimp in real-time, enabling marketing activities based on the latest lead information.
・Efficient data management and optimization of business processes can save resources.
■Notes
・Please integrate both Salesforce and Mailchimp with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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.
■Overview
The "Add Contact to Mailchimp When Salesforce Lead Status is Updated" flow is a business workflow that integrates Salesforce and Mailchimp to automatically manage email lists based on changes in lead status.
It enhances the integration of sales and marketing activities and supports efficient customer management.
■Recommended for
■Benefits of Using This Template
For companies using Salesforce and Mailchimp, manually registering duplicate information is inefficient.
By utilizing this flow, data is automatically synchronized between Salesforce and Mailchimp, preventing information discrepancies and manual entry errors.
Additionally, as lead status changes, contacts are automatically added to Mailchimp, reducing the need for manual data migration.
This allows for targeting based on the latest lead information, enabling more effective email marketing strategies.
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!
■Overview
This is a flow that adds to Microsoft Excel when an email is opened in Mailchimp.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are conducting email marketing using Mailchimp
・Those who send campaign emails using Mailchimp but find it cumbersome to manually record the open status in another tool
・Those who want to manage open data quickly and accurately to aid their marketing strategy
2. Those who use Microsoft Excel regularly in their work
・Those who manage and analyze data using Excel and want to efficiently import data from external services
・Those who want to reduce errors and time wasted from manual data entry and improve work efficiency
■Benefits of using this template
By adding to Microsoft Excel when an email is opened in Mailchimp, you can quickly check the open status.
This allows you to promptly grasp the results of email marketing and formulate effective strategies.
By following up at the right time, you can strengthen relationships with customers and expect business growth.
Additionally, automating the process saves effort and improves work efficiency.
Reducing manual data entry decreases the risk of input errors, enabling more accurate data management.
■Notes
・Please connect both Mailchimp and Microsoft Excel with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a contact to the Mailchimp audience when a contact is created in HubSpot.
■Recommended for
1. Marketing Department
・Teams that want to automatically add new contacts created in HubSpot to the Mailchimp audience to streamline email marketing campaigns.
・Teams that want to automate the updating of marketing lists and maintain up-to-date customer information.
2. Sales Department
・Teams that want to automatically link new contact information from HubSpot to Mailchimp to improve targeting of sales emails.
・Teams that want to centrally manage customer information to achieve more effective sales activities.
3. Customer Support Team
・Teams that want to automatically update the Mailchimp audience list when a new contact is created in HubSpot to streamline the sending of support emails and notifications.
■Benefits of Using This Template
・Reduces manual data entry tasks, allowing human resources to be allocated to other important tasks.
・Integrating data from HubSpot and Mailchimp enhances the analysis of customer behavior.
■Notes
・Please integrate Yoom with both HubSpot and Mailchimp.
■Overview
The flow "Add to Google Sheets when a contact is registered in Mailchimp" is a business workflow that streamlines the management of marketing data. When a new contact is added in Mailchimp, the data is automatically sent to Google Sheets, eliminating the need for manual data entry. This simplifies centralized data management and facilitates smooth analysis and reporting of marketing activities.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that notifies Slack when a new email is opened in Mailchimp.
■Recommended for
1. Marketing personnel using Mailchimp
・Those who want to improve customer engagement by understanding email opens in real-time
・Those who want to receive notifications on Slack triggered by email opens for specific campaigns or segments and take quick follow-up actions
2. Team members who want to understand Mailchimp email open status
・Those who want to quickly know customer reactions and consider countermeasures
・Those who want to share the open status of important emails on Slack and strengthen collaboration within the team
■Benefits of using this template
In email marketing utilizing Mailchimp, email open information is an important indicator of customer engagement. However, manually checking each opened email and notifying communication tools like Slack is a labor-intensive task.
By utilizing this flow, notifications are sent to Slack as soon as an email is opened, enabling real-time information sharing. This allows you to quickly grasp customer interests and implement swift follow-ups or individual responses.
Additionally, by utilizing Slack's channel notification feature, sharing information with specific members or teams becomes easier.
■Notes
・Please integrate Mailchimp and Slack with Yoom.
■Overview
This flow adds a contact to Mailchimp when information is submitted via Google Forms.
■Recommended for
1. Marketing Teams
・Teams that want to collect information using Google Forms and automatically add it to their Mailchimp contact list
・Teams that want to conduct email campaigns based on the latest information collected through forms
2. Event Organizers
・Those who want to collect event participant information via Google Forms and manage the participant list in Mailchimp
・Those who want to efficiently send event announcements and follow-up emails through Mailchimp
3. Customer Support Teams
・Those who want to collect customer feedback and inquiry information via Google Forms and keep customer information up-to-date in Mailchimp
■Benefits of Using This Template
・Effectively utilize the information collected via Google Forms to streamline marketing activities in Mailchimp.
・Real-time information updates and centralized data management are expected to improve customer engagement and operational efficiency.
■Notes
・Please integrate Google Forms and Mailchimp with Yoom.
・Refer to the following for how to retrieve response content when using Google Forms as a trigger. https://intercom.help/yoom/ja/articles/6807133
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!
◼️Overview
Integrate Salesforce with Gmail and use Yoom's Chrome extension to launch Yoom's Flowbot with one click from the Salesforce lead information page, automatically sending template emails via Gmail.
Feel free to modify the content of the template emails as needed.
You can also send attachments such as service documents.
◼️Notes
・Please integrate your Gmail and Salesforce accounts with Yoom for use.
・Please install and use Yoom's Chrome extension.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
■Overview
This is a flow to create a payment link from Salesforce to Stripe and send it via email.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Salesforce.
■Recommended for
1. Those who use Salesforce for customer and sales management
・Those who want to efficiently handle billing tasks and quickly complete payments
2. Those who use Stripe for payment processing
・Those who want to automate the process of generating payment links directly from Salesforce and sending them to customers
■Benefits of using this template
By utilizing an automated flow that creates a payment link from Salesforce to Stripe and sends it via email, you can eliminate the manual effort of generating links and sending emails.
This improves operational efficiency and enables quicker response to customers.
Additionally, reducing manual errors enhances reliability for customers.
In particular, speeding up and ensuring accuracy in billing tasks contributes to improved cash flow and supports smooth business operations overall.
■Notes
・Please integrate Yoom with both Salesforce and Stripe.
・Stripe and Salesforce are apps available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial period.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
When you upload a business card image to the input form, necessary information is automatically extracted from the business card using OCR and stored in the Salesforce lead object.
This can be utilized when registering business card information collected from exhibitions or events into Salesforce.
Business card images taken with a smartphone or similar device can be used without any issues.
■Setup Method
1. Set up a form to collect business card data. Configure the items you want to extract with the "Read text from business card data" action.
2. Automatically store the read data in the Salesforce lead object with the "Add lead information" action.
■Notes
・Please prepare the business card data.
・Integration settings between Salesforce and Yoom are required.
・Available with Yoom's team plan or higher.
・AI operations are features available only in the team plan and success plan. In the case of the free plan or mini plan, the operation of the configured flow bot will result in an error, so please be careful.
・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
■Overview
This is a flow that updates Salesforce records when a row is updated in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared sheets and share information
・HR personnel who share sheets with multiple offices to share employee information
2. Companies managing deals with Salesforce
・Those who manage and share progress for each project within the team
・Sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets helps to smoothly accumulate and share information, facilitating business operations.
However, manually entering updates in both Google Sheets and Salesforce is inefficient and time-consuming.
This flow is suitable for those who want to reflect updates without spending time.
By referencing updates in Google Sheets to edit Salesforce information, it prevents manual errors and saves effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are usually restricted.
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.
By utilizing the no-code tool Yoom, you can easily integrate Mailchimp and Salesforce without any programming knowledge! 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?
