When a contact is registered in Mailchimp, also register it as a lead in Salesforce.

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■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

  • Marketing professionals using Mailchimp for marketing activities but facing challenges with data integration with Salesforce
  • Sales team leaders who manually register lead information in Salesforce and wish to improve efficiency
  • Executives who want to centrally manage marketing and sales data and improve business workflows through automation
  • IT professionals who want to maintain data consistency while using multiple tools
  • Business owners who want to reduce data entry effort and allocate more time to strategic tasks

■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.  

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Mailchimp
Yoom allows you to integrate with Mailchimp's API without any code. You can automatically add customer information registered in Hubspot, Notion, Stripe, etc., to Mailchimp's audience, create campaigns automatically in Mailchimp, and send emails.
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Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
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