"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?
For those who want to try it out quickly
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.
When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
■Overview Are you manually registering contact information acquired in Mailchimp into Salesforce? This task not only takes time but can also lead to input errors and transcription omissions. By utilizing this workflow, you can automatically add lead information to Salesforce when a new contact is registered in Mailchimp, eliminating the challenges of manual data entry and achieving smoother lead management.
■Recommended for ・Marketing personnel who use both Mailchimp and Salesforce and feel challenged by the hassle of double entry ・Team leaders who want to quickly share acquired contacts with sales to prevent lost opportunities ・Sales personnel who want to eliminate manual data transcription and achieve accurate customer information management
■Notes ・Please connect both Mailchimp 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, 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. During the free trial, you can use apps that are subject to restrictions. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
What You Can Do by Integrating Mailchimp and Salesforce
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!
Register Contacts in Mailchimp as Leads in Salesforce
This flow is useful when you want to quickly connect prospects acquired through email marketing to sales follow-up in Salesforce.
When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
■Overview Are you manually registering contact information acquired in Mailchimp into Salesforce? This task not only takes time but can also lead to input errors and transcription omissions. By utilizing this workflow, you can automatically add lead information to Salesforce when a new contact is registered in Mailchimp, eliminating the challenges of manual data entry and achieving smoother lead management.
■Recommended for ・Marketing personnel who use both Mailchimp and Salesforce and feel challenged by the hassle of double entry ・Team leaders who want to quickly share acquired contacts with sales to prevent lost opportunities ・Sales personnel who want to eliminate manual data transcription and achieve accurate customer information management
■Notes ・Please connect both Mailchimp 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, 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. During the free trial, you can use apps that are subject to restrictions. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Reflect subscription cancellations in Mailchimp to Salesforce lead status" flow is a business workflow that seamlessly integrates email marketing and sales management. By utilizing Yoom, you can automatically update subscription cancellation data to Salesforce lead status, maintaining the latest customer information.
■Recommended for ・Marketing personnel who use both Mailchimp and Salesforce and want to maintain consistency in customer data ・Sales team leaders who want to improve work efficiency by manually entering subscription cancellation information into Salesforce ・Executives who want to accurately understand the effectiveness of email campaigns and respond quickly ・IT personnel who want to reduce human error in customer data management
■Notes ・Please integrate Yoom with both Mailchimp and Salesforce. ・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 Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Register campaign open activity in Salesforce customer data when a Mailchimp campaign is opened" workflow seamlessly integrates marketing activities with sales management. By automatically reflecting Mailchimp email campaign open information in Salesforce, you can understand customer interests in real-time, enabling effective follow-up. This eliminates the need for manual data entry, improving business efficiency.
■Recommended for Marketing professionals using Mailchimp for email marketing Sales professionals aiming to manage customer data and streamline sales activities with Salesforce Business owners who want to integrate both tools for unified data management Team leaders aiming to reduce time spent on manual data entry and improve efficiency Marketing & sales teams looking to leverage email open status in sales strategies
■Notes Please integrate both Mailchimp and Salesforce with Yoom. Salesforce is available only with the Team Plan and Success Plan apps. Operations and data connects set with FlowBot will result in errors on free and mini plans, so please be cautious. Paid plans like Team Plan and Success Plan offer a 2-week free trial. Restricted apps can be used during the free trial.
Let's Create a Mailchimp and Salesforce Integration Flow!
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:
Connect Mailchimp and Salesforce with My Apps
Copy the template
Set Mailchimp triggers and Salesforce actions
Test and verify
When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
■Overview Are you manually registering contact information acquired in Mailchimp into Salesforce? This task not only takes time but can also lead to input errors and transcription omissions. By utilizing this workflow, you can automatically add lead information to Salesforce when a new contact is registered in Mailchimp, eliminating the challenges of manual data entry and achieving smoother lead management.
■Recommended for ・Marketing personnel who use both Mailchimp and Salesforce and feel challenged by the hassle of double entry ・Team leaders who want to quickly share acquired contacts with sales to prevent lost opportunities ・Sales personnel who want to eliminate manual data transcription and achieve accurate customer information management
■Notes ・Please connect both Mailchimp 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, 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. During the free trial, you can use apps that are subject to restrictions. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Step 1: Integrate My Apps with Mailchimp and Salesforce
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.
Register My App with Mailchimp
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.
Register My App with Salesforce
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.
Step 2: Copy the Template
Click "Try it" from the link below.
When a contact is registered in Mailchimp, also register it as a lead in Salesforce.
■Overview Are you manually registering contact information acquired in Mailchimp into Salesforce? This task not only takes time but can also lead to input errors and transcription omissions. By utilizing this workflow, you can automatically add lead information to Salesforce when a new contact is registered in Mailchimp, eliminating the challenges of manual data entry and achieving smoother lead management.
■Recommended for ・Marketing personnel who use both Mailchimp and Salesforce and feel challenged by the hassle of double entry ・Team leaders who want to quickly share acquired contacts with sales to prevent lost opportunities ・Sales personnel who want to eliminate manual data transcription and achieve accurate customer information management
■Notes ・Please connect both Mailchimp 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, 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. During the free trial, you can use apps that are subject to restrictions. ・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Set the trigger to activate when a subscriber is added in Mailchimp
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.
Step 4: Set to add a record in Salesforce
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.
My Domain URL: Enter while checking the annotation below the input field. Refer to this article as well.
Object API Name: When you enter the My Domain URL, options will appear as shown below. Select the one you want to integrate from them.
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].
Step 5: Test and Verify
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!
If you want to integrate Salesforce data into Mailchimp
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.
When a lead is registered in Salesforce, add a contact in Mailchimp
This flow is useful when you want to centrally manage lead information in Salesforce while sending timely follow-up emails using Mailchimp.
When a lead is registered in Salesforce, add a contact to Mailchimp.
Add a contact to Mailchimp when the lead status in Salesforce is updated
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.
Add a contact to Mailchimp when the lead status in Salesforce is updated.
■Overview The "Add contact to Mailchimp when Salesforce lead status is updated" workflow integrates Salesforce with Mailchimp to automatically manage email lists based on lead status changes. It enhances collaboration between sales and marketing activities and supports efficient customer management.
■Recommended for ・Sales representatives using Salesforce for centralized lead management ・Marketing personnel aiming to conduct effective email marketing with Mailchimp ・Business owners seeking to streamline operations by integrating Salesforce and Mailchimp ・Companies wanting to automate data synchronization between the two tools and reduce manual work
■Notes ・Please connect both Salesforce and Mailchimp with Yoom. ・Branches are available in the Mini plan and above, while Salesforce is only available in the Team plan and Success plan. Please note that operations and data connections set on the Free plan and Mini plan will result in errors. ・Paid plans such as Team plan and Success plan offer a 2-week free trial. You can use restricted apps during the free trial. Turn the trigger ON for automatic activation.
Other Automation Examples Using Mailchimp and Salesforce APIs
By leveraging the APIs of Mailchimp and Salesforce, various automations can be achieved.
Automation Examples Using Mailchimp
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!
Add to Microsoft Excel when an email is opened in Mailchimp
■Overview Are you checking the open status of newsletters sent via Mailchimp and manually listing them in Microsoft Excel? This task not only takes time but is also prone to copy-and-paste mistakes and missed updates. By using this workflow, every time an email is opened in Mailchimp, the opener's information is automatically added to the specified Microsoft Excel file, eliminating manual effort and errors and enabling efficient list management.
■Recommended for ・Those who manually copy the Mailchimp list of openers into Microsoft Excel ・Those who want to conduct email marketing analysis and performance measurement more efficiently ・Those who want to eliminate manual data entry errors and always maintain an accurate list
■Notes ・Please integrate Mailchimp and Microsoft Excel with Yoom. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Note that the minimum execution interval varies by plan. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・For configuring the operation that manipulates the Microsoft Excel database, please refer to the following. https://intercom.help/yoom/en/articles/9003081
■Overview The "Add to Google Spreadsheet when a contact is registered in Mailchimp" flow 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 Spreadsheet, eliminating the need for manual data entry. This makes centralized data management easier and facilitates smooth analysis and reporting of marketing activities.
■Recommended for ・Marketing personnel using Mailchimp for email marketing ・Those who manage data with Google Spreadsheet and want to efficiently collect information ・Team leaders who want to improve work efficiency by reducing time spent on manual data entry ・Executives who want to reduce human error through automatic data transmission
■Notes ・Please integrate Yoom with both Mailchimp and Google Spreadsheet.
■Overview Are you manually registering lead information captured via Google Forms into Mailchimp? This task is not only time-consuming but also prone to human errors such as input mistakes. By using this workflow, when a response is submitted to Google Forms, a contact is automatically added to Mailchimp, eliminating manual work and enabling efficient list management. Seamless customer management is possible without building complicated integrations.
■Recommended for ・Those who use Google Forms and Mailchimp and find manual list registration burdensome ・Those who want to leverage APIs to streamline preparation for email campaigns ・Those who want to automate the entire flow from lead acquisition to customer management and focus on core tasks
■Notes ・Please connect both Google Forms and Mailchimp with Yoom. ・You can choose the trigger interval from 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies depending on your plan. ・For how to retrieve response content when using Google Forms as a trigger, see below. https://intercom.help/yoom/en/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!
Automatically send a template email from Gmail using lead information from the Salesforce page.
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.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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