Add a contact to Mailchimp when the lead status in Salesforce is updated.
Mailchimp Salesforce

Add a contact to Mailchimp when the lead status in Salesforce is updated.

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■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

  • Sales representatives who use Salesforce to centrally manage leads
  • Marketing professionals who want to conduct effective email marketing using Mailchimp
  • Business owners who want to improve operational efficiency by integrating Salesforce and Mailchimp
  • Companies that want to automate data synchronization between both tools and reduce manual work

■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.

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About the Apps You Use
Mailchimp
Mailchimp
Templates using

This is a flow that adds to Microsoft Excel when an email is opened in Mailchimp. By using this flow, the process of adding information is automated, reducing the time and effort required for the task. The saved time can be allocated to other important tasks, contributing to increased productivity.

When an email is opened in Mailchimp, this flow sends a notification to Google Chat. As soon as an email is opened in Mailchimp, a notification is sent to a Google Chat space, allowing the person in charge to quickly detect customer interest and provide timely follow-up.

When information is submitted through Yoom's input form, a flow is initiated to add a contact to Mailchimp. The data integration between Yoom's form and Mailchimp allows the entire team to share the same information, enhancing transparency in operations.
Salesforce
Salesforce
Templates using

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
About the apps you use
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.
see details
Templates

This is a flow that adds to Microsoft Excel when an email is opened in Mailchimp. By using this flow, the process of adding information is automated, reducing the time and effort required for the task. The saved time can be allocated to other important tasks, contributing to increased productivity.

When an email is opened in Mailchimp, this flow sends a notification to Google Chat. As soon as an email is opened in Mailchimp, a notification is sent to a Google Chat space, allowing the person in charge to quickly detect customer interest and provide timely follow-up.

When information is submitted through Yoom's input form, a flow is initiated to add a contact to Mailchimp. The data integration between Yoom's form and Mailchimp allows the entire team to share the same information, enhancing transparency in operations.
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.
see details
Templates

When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.

This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.

When a record is registered in a Salesforce custom object, it is added to the Microsoft Excel database. This flow improves work efficiency by eliminating the need for manual data entry by the person in charge.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    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
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot operations
    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
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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
Flowbot triggers
    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
Flowbot operations
    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)
Flowbot triggers
    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
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot operations
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search 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 Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatter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 Chatter
    Post to Custom Object Chatter
    Chatter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 Role
    Assign 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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