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.

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■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

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■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

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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Salesforce

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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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