"I want to register lead information accurately without any mistakes!" Have you ever felt this way? When sales representatives register lead information in Salesforce and marketing representatives register it in Mailchimp, it can easily lead to omissions and errors. Therefore, if you can automate this flow, you should be able to prevent human errors!
By integrating Salesforce and Mailchimp, and automatically reflecting lead registration and updates in Salesforce to Mailchimp, you can not only prevent human errors but also reduce the workload. This makes it easier to share information between the sales and marketing teams, and it might also help strengthen collaboration.</span> With this automation, there's no need to manually register leads anymore!
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Salesforce and Mailchimp without any coding. Yoom provides templates for integrating Salesforce and Mailchimp in advance, so you can achieve integration immediately without any API knowledge, just by registering.
When a lead is registered in Salesforce, add a contact to Mailchimp.
What You Can Do by Integrating Salesforce and Mailchimp
By integrating the APIs of Salesforce and Mailchimp, you can automatically sync Salesforce data with Mailchimp! For example, you can automate data synchronization like the following without any manual intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Salesforce and Mailchimp. Registration takes only 30 seconds, so feel free to give it a try!
Add a Contact to Mailchimp When a Lead is Registered in Salesforce
By utilizing this flow, every time you register lead information in Salesforce, it can be timely reflected in Mailchimp. This centralizes the information in Mailchimp, allowing you to always check the latest information without manual registration!
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 marketers who use Mailchimp for email marketing! By automating the process, you can automatically update your email list in Mailchimp. It can also help prevent input errors and missed updates.
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.
Archive Mailchimp Contacts When Salesforce Lead Status is Updated
Isn't it cumbersome to manually update every time the lead status changes? By automating, Mailchimp contacts will be archived every time the status is updated. This will eliminate discrepancies between sales and marketing teams, allowing for smoother operations!
Archive the contact in Mailchimp when the lead status in Salesforce is updated.
■Overview The workflow 'When the status of a lead in Salesforce is updated, archive the contact in Mailchimp' is a business workflow that streamlines collaboration between sales and marketing. Every time the lead status changes in Salesforce, the contact in Mailchimp is automatically archived, saving time while maintaining data consistency. This allows both teams to continue effective communication based on the latest customer information.
■Recommended for ・Marketing professionals using Salesforce and Mailchimp ・Sales teams looking to automate lead management and streamline the sales process ・Business leaders aiming to maintain data integrity through the integration of Salesforce and Mailchimp ・Personnel spending time on manual data archiving tasks
■Caution ・Please integrate both Salesforce and Mailchimp with Yoom. ・Branching is available for Mini Plan or above, and Salesforce is an app available only on Team Plan and Success Plan. Note that for Free Plan and Mini Plan, operations and data connects set with Flowbot will result in errors. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. Restricted apps can be used during the free trial.
Let's Create a Salesforce and Mailchimp Integration Flow
Let's get started by creating a flow that integrates Salesforce and Mailchimp! This time, we'll use Yoom to proceed with the integration of Salesforce and Mailchimp without any coding. If you don't have a Yoom account yet, please create one using the registration form.
[What is Yoom]
This time, we'll create a flow where when a lead is registered in Salesforce, a contact is added to Mailchimp! The creation process is broadly divided into the following steps:
Integrate Salesforce and Mailchimp into My Apps
Copy the template
Set up the app trigger
Integrate with Mailchimp and add the contact to the audience
Set the trigger to ON and complete the preparation for flow operation
When a lead is registered in Salesforce, add a contact to Mailchimp.
Step 1: Connect Salesforce and Mailchimp to My App
(1) After logging into Yoom, select "My App" from the left column and click "+ Add". From the app list in My App, click Salesforce.
(2) From the Salesforce login screen, enter your "Username" and "Password" and click Login.
(3) On the "Mailchimp Registration" screen, confirm the description and enter the account name, API Key, and server domain. Once the input is complete, click "Add".
Wondering where the API Key is? Let's proceed together as shown in the image below! Click the icon at the top right of Mailchimp and click "Profile".
Click "Extras" and then click "API keys".
Click "Create A Key" to generate an API key.
Once the connection is complete, Salesforce and Mailchimp will be registered in My App on Yoom.
This completes the registration of My App. Next, let's set up the trigger using a template!
Step 2: Copy the Template
We will use the template introduced earlier. Click "Try it" on the banner below to copy it. Once copied, the template will be copied to your Yoom management screen as shown below, so press OK to proceed with the setup.
When a lead is registered in Salesforce, add a contact to Mailchimp.
(1) Set up the configuration for when a new record is registered in the Salesforce lead object. Click on "When a new record is registered in the lead object" in the app trigger.
(2) From the "Select Your Account" screen in Salesforce, verify that there are no errors in the account information connected to Salesforce, keep the trigger action as "When a new record is registered in the lead object," and click "Next."
(3) From the "API Connection Settings for the App Trigger" screen, select the trigger interval. Select the trigger interval from the dropdown menu, choosing from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest interval varies depending on the plan. We recommend using the shortest trigger interval whenever possible!
Scroll down, check the red line, and enter your My Domain URL. Once the entry is complete, click "Test."
If the Salesforce information is reflected in the retrieved value, the test is successful. If you're wondering "What is retrieved value?", please refer to the site below!
Step 4: Integrate with Mailchimp and Add Contacts to Audience
(1) Next, integrate with Mailchimp to add contacts to the audience. Click on "Add Contact to Audience."
(2) From the "Select Integration Account and Action" screen in Mailchimp, verify that there are no errors in the linked account, keep the action as "Add Contact to Audience," and click "Next."
(3) From the "API Connection Settings" screen, select the audience ID from the options.
Scroll down and use the retrieved value from Salesforce to enter the email address.
The status can be selected from the dropdown menu.
The following fields are not mandatory. Please fill in the necessary fields! Once the entry is complete, click "Test" and if no errors occur, click "Save" at the bottom.
Step 5: Set Trigger to ON and Complete Flow Activation Preparation
Well done! All settings are now complete. Once the settings are complete, a menu like the one below will be displayed, so turn the trigger ON.
Try activating the flow bot and check if a contact is added to Mailchimp when a lead is registered in Salesforce!
If You Want to Integrate Mailchimp Data with Salesforce
This time, we introduced how to integrate data from Salesforce to Mailchimp, but if you want to integrate data from Mailchimp to Salesforce, please also use the template below.
Register a Contact in Mailchimp as a Lead in Salesforce
When a contact is registered in Mailchimp, it is automatically registered as a lead in Salesforce. This saves the effort of transcribing to Salesforce. This flow is especially recommended for sales representatives who need the latest lead information at all times!
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.
Reflect Unsubscribed Mailchimp Contacts in Salesforce Lead Status
When a customer unsubscribes from Mailchimp, you want to be informed immediately, right? This flow is perfect for such situations. When someone unsubscribes, it automatically updates the lead status in Salesforce. This ensures that other departments can operate based on the same information!
Reflect the unsubscribe status from Mailchimp in the Salesforce lead status.
■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 flow 'Generate a contract from Salesforce account information and store it in Notion' is a business workflow that facilitates smooth contract creation and information management in sales operations. It automatically generates contracts using account data managed in Salesforce. Furthermore, by organizing and storing these contracts in Notion, centralized information management is achieved. This supports efficient business operations by eliminating the hassle of manual data entry and document management.
■Recommended for ・Sales representatives managing account information using Salesforce ・Small business owners who find contract creation and management cumbersome ・Team leaders who organize and share information using Notion ・IT personnel aiming to promote automation and efficiency ・Legal department personnel aiming to standardize the contract process
■Notes ・Please integrate Yoom with Salesforce, Google Docs, and One Drive. ・Refer to the following for trigger setting methods using the Chrome extension. https://intercom.help/yoom/en/articles/8831921 ・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 2-week free trial. During the free trial, you can use apps that are subject to restrictions. ・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
You can notify when a Mailchimp email is opened or add the email content to a database. After registering a contact in HubSpot, you can add the Mailchimp contact to the audience.
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 'Create a folder in Box when a subscriber is added in Mailchimp' flow automates the workflow of integrating email marketing with cloud storage. Every time a new subscriber registers in Mailchimp, a dedicated folder is automatically created in Box, streamlining the management of related information. This eliminates the need for manually creating folders, improving business efficiency.
■Recommended for - Marketing managers who are regularly increasing subscribers using Mailchimp - Teams who use Box for organizing and managing customer information and marketing data - Business owners seeking to improve operational efficiency by reducing time spent on manual folder creation - IT personnel looking to maintain data management consistency while reducing errors - Companies aiming to strengthen Mailchimp and Box integration for centralized information management
■Notes - Please integrate with both Mailchimp and Box with Yoom.
■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
With the integration of Salesforce and Mailchimp, data registration and updates that were previously done manually will become easier! In particular, the automation of reflecting Salesforce lead registrations in Mailchimp can prevent registration omissions and errors. Furthermore, by utilizing the automation of reflecting Mailchimp leads in Salesforce, seamless sharing is possible.
If you are considering implementing this or want to try it out, please create a free account from here. Registration takes only 30 seconds, so you can quickly register during your work! Yoom's automation can be easily started without any coding, so rest assured.
Please consider incorporating this automation into your team to improve efficiency!
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
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