Register the activity history in Salesforce customer data when a Mailchimp campaign is opened.

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■Overview

The workflow "Register activity history in Salesforce customer data when a Mailchimp campaign is opened" is a business workflow that seamlessly integrates marketing activities and sales management.
By automatically reflecting the open information of email campaigns sent via Mailchimp in Salesforce, you can grasp customer interest in real-time and enable effective follow-up.
This eliminates the need for manual data entry and improves operational efficiency.

■Recommended for

  • Marketing professionals conducting email marketing using Mailchimp
  • Sales professionals who want to manage customer data in Salesforce and streamline sales activities
  • Business owners who want to integrate both tools for centralized data management
  • Team leaders who are spending too much time on manual data entry and want to improve operational efficiency
  • Marketing & sales teams who want to utilize customer email open status in their sales strategy

■Benefits of using this template

Taking action on leads who opened a campaign in Mailchimp is important, but manually registering this in the activity history takes too much time.
This flow automatically registers Mailchimp campaign open information in Salesforce, reducing the need for manual input.
Not only does it allow for immediate reflection of customer email open status in Salesforce for quick sales response, but it also smooths the collaboration between marketing and sales, enhancing overall operational efficiency.
Additionally, it enables error-free data management and maintains accurate customer data.

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Mailchimp
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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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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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