When a lead is registered in Salesforce, add a contact to Mailchimp.

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■Overview

This is a flow where a contact is added to Mailchimp when a lead is registered in Salesforce.

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■Recommended for

1. Sales Department

・Sales teams that use Salesforce to manage leads and want to enhance the effectiveness of marketing campaigns.

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2. Marketing Team

・Teams that want to utilize Salesforce lead data to conduct effective email campaigns with Mailchimp.

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3. Data Analysts

・Analysts who want to centrally manage lead data and conduct data analysis and marketing strategy formulation.

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■Benefits of Using This Template

・Every time a lead is registered in Salesforce, the information is reflected in Mailchimp in real-time, enabling marketing activities based on the latest lead information.

・Efficient data management and optimization of business processes can save resources.

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■Notes

・Please integrate both Salesforce and Mailchimp with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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.

Related apps

Salesforce

Templates using

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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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