■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 an Email is Opened
When a subscriber is added (Webhook) (Deprecated)
When a Subscription is Canceled (Webhook)
When a Contact Profile is Updated (Webhook)
When an Email Address is Bounced (Webhook)
When an Email Address is Updated (Webhook)
When a campaign draft is created
When a campaign is sent
When a Subscriber Is Added
When a Contact Unsubscribes
When a Contact’s Profile Is Updated
When a new record is registered in the lead object
When a new record is registered in the account object
When a new record is registered in the opportunity object
When a new record is registered in the contact object
When a record is registered or updated in the lead object
When a record is created or updated in the Account object
When a record is created or updated in the Opportunity object
Add Contact to Audience
Update Contact Information
Retrieve Contact Information
Archive Contact
Search Contact (Exact Match by Email Address)
Create Campaign
Add Content to Campaign (Plain-text Email)
Send Campaign
Get Campaign Information
Delete Registered Webhook
Search Contact (Partial Match)
Get Lead Record
Update Lead Record
Create Lead Record
Search Lead Records
Get Latest Lead Record
Get Account Record
Update Account Record
When an Email is OpenedWhen a subscriber is added (Webhook) (Deprecated)When a Subscription is Canceled (Webhook)When a Contact Profile is Updated (Webhook)When an Email Address is Bounced (Webhook)When an Email Address is Updated (Webhook)When a campaign draft is createdWhen a campaign is sentWhen a Subscriber Is AddedWhen a Contact UnsubscribesWhen a Contact’s Profile Is Updated
Add Contact to AudienceUpdate Contact InformationRetrieve Contact InformationArchive ContactSearch Contact (Exact Match by Email Address)Create CampaignAdd Content to Campaign (Plain-text Email)Send CampaignGet Campaign InformationDelete Registered WebhookSearch Contact (Partial Match)
When a new record is registered in the lead objectWhen a new record is registered in the account objectWhen a new record is registered in the opportunity objectWhen a new record is registered in the contact objectWhen a record is registered or updated in the lead objectWhen a record is created or updated in the Account objectWhen a record is created or updated in the Opportunity object
When a record is created or updated in the Contact objectWhen a new record is created in the Custom ObjectWhen a record is created or updated in the Custom ObjectWhen a record is registered in the Activity objectWhen a record is registered in the ToDo objectWhen an outbound message is receivedWhen a file is uploaded
Get Lead RecordUpdate Lead RecordCreate Lead RecordSearch Lead RecordsGet Latest Lead RecordGet Account RecordUpdate Account RecordCreate Account RecordSearch Account RecordsGet Opportunity RecordUpdate Opportunity RecordCreate Opportunity RecordSearch Opportunity RecordsGet Contact RecordUpdate Contact RecordCreate Contact RecordSearch Contact RecordsGet Custom Object RecordUpdate Custom Object RecordCreate Custom Object RecordSearch Custom Object RecordsLink a File to a RecordUpload a File to Link to a RecordGet the Content Document ID of the Uploaded FileSearch Lead Records (excluding deleted records)Search Account records (excluding deleted records)Search Opportunity records (excluding deleted records)Search Contact records (excluding deleted records)Search Custom Object records (excluding deleted records)Download ReportLog Activity on LeadLog Activity on AccountLog Activity on OpportunityLog Activity on ContactCreate To-Do on LeadCreate Task on AccountCreate Task on OpportunityCreate Task on ContactCreate Event on LeadCreate Event on AccountCreate Event on OpportunityCreate Event on ContactLog Email Message to OpportunityLog Email Message to AccountCreate User RecordCreate Email MessageAssociate Email Message with a PersonCreate Email Message on a Custom ObjectLog Activity on a Custom ObjectCreate To-Do on a Custom ObjectCreate Event on a Custom ObjectGet Content Document IDs Associated with a RecordGet Latest ContentVersion IDDownload FileGet Contract RecordUpdate Contract RecordCreate Contract RecordDelete Contract RecordCreate Calendar EventSearch User RecordsGet User RecordUpdate Account ActivitySearch Account ActivitiesGet UsersGet AccountsGet Contact ListGet Opportunity ListGet Lead ListGet Case ListGet Campaign ListList ObjectsList Custom ObjectsList Chatter Group IDsPost to User on ChatterPost to Account on ChatterChatterを取引先責任者に投稿Chatterを商談に投稿Chatterをリードに投稿Chatterをケースに投稿Post to Campaign ChatterPost to Custom Object ChatterChatterをChatterグループに投稿Get Channel Listユーザーオブジェクトのレコードの更新Create User RoleAssign User Roleユーザーオブジェクトの権限セット割り当ての作成Associate a Contract record with an Opportunity recordユーザーオブジェクトの権限セット割り当てを削除ユーザーを指定グループに追加ユーザーを指定グループから削除Post to Chatter
Add User to Chatter Group
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