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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.
■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.
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!
■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 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.
■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.
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!
■Overview
The flow "Archive Mailchimp contacts when Salesforce lead status is updated" is a business workflow that streamlines the collaboration between sales and marketing.
Whenever the status of a lead changes in Salesforce, the corresponding contact in Mailchimp is automatically archived, maintaining data consistency while reducing manual effort.
This allows both teams to continue effective communication based on the latest customer information.
■Recommended for
■Benefits of using this template
Managing data in both Salesforce and Mailchimp can increase manual work.
By utilizing this flow, data is automatically synchronized between Salesforce and Mailchimp, significantly reducing the effort required for data updates.
Additionally, automating the archiving process allows you to allocate valuable time to other important tasks.
Sharing the latest customer information facilitates smooth collaboration between sales and marketing teams, leading to improved operational efficiency.
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:
■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.
(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.
■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.
(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!
■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.
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!
■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.
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.
◼️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
The flow of "Issuing contracts from Salesforce account information and storing them in Notion" is a business workflow that facilitates smooth contract creation and information management in sales operations.
It automatically generates contracts by utilizing 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
■Benefits of using this template
By utilizing this flow, contracts can be automatically created based on Salesforce data, significantly reducing the time spent on manual tasks and speeding up contract creation.
Additionally, the automatically stored contracts in Notion make information organization and access easier.
Furthermore, reducing manual data entry decreases the risk of human error.
■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.
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.
■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
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
The "Create a folder in Box when a subscriber is added in Mailchimp" flow is a business workflow that automates the integration of email marketing and cloud storage.
Every time a new subscriber registers in Mailchimp, a dedicated folder is automatically created in Box, facilitating smooth management of related information.
This eliminates the need for manual folder creation and improves operational efficiency.
■Recommended for
■Benefits of using this template
■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
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!
