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"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!
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.
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!
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!
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.
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!
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:
(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!
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.
(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!
Click "Save" and proceed to the next step!
(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.
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!
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.
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 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!
It is possible to automate various tasks using Salesforce and Mailchimp APIs.
If you find something interesting, please give it a try!
You can store business card data read by OCR and database updates in Salesforce.
You can create a payment link from Salesforce and send it via email.
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.
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!
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