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Mailchimp
Salesforce

Connect Mailchimp and Salesforce integrations

Get the most out of your marketing and sales processes with Mailchimp and Salesforce integration. Improve lead management, boost CRM efforts, and save time with dedicated automation!

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Create a custom workflow

Automate your workflows by connecting Mailchimp and Salesforce on the Make platform. Synchronize email marketing and CRM to enhance business operations and productivity. Experience the power of automation today.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Mailchimp
Trigger: Watch Campaigns
Salesforce
Action: Select an action
1. Select a trigger

  • Triggers when a new campaign is created or sent.

  • Triggers when a new file is added.

  • Triggers when one of the defiend events occurs on a list.

  • Triggers when a segment is created or updated.

  • Triggers when a new list is created.

  • Triggers when a new subscriber joins a list or is updated.

  • Triggers when a subscriber unsubscribes from a campaign.

2. Select an action

  • Creates multiple records.

  • Creates a new record in an object.

  • Creates a new record or updates an existing one if a matching record is found.

  • Deletes a record.

  • Downloads an attachment or a document.

  • Returns information about a specific record by its record ID.

  • Retrieves the records of a bulk data ingest job. If the job has not finished yet, returns the live job state with empty results.

  • Sends a custom API call to Salesforce. You can use this to call endpoints that aren't covered by existing modules.

  • Sends a custom API call to Salesforce with a custom base URL. You can use this to call endpoints that aren't covered by existing modules.

  • Posts a message to a Chatter feed.

  • Updates an existing record in an object.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Connect Mailchimp and Salesforce on the Make platform to automate workflows. Use Mailchimp as a trigger to initiate actions whenever a targeted email campaign is launched or a subscriber is added. Salesforce can then function as an action by updating customer records, generating leads, or managing customer follow-ups automatically. This integration ensures efficient data synchronization between email marketing and CRM, improving business operations. Try Make to experience the automation of Mailchimp triggers and Salesforce actions.

Add a Member to a Segment
Adds a new member to a static segment.
Action
Add an Event
Adds a new event to the member.
Action
Add/Remove Member Tags
Adds or removes tags from a list member.
Action
Add/Update a List Member
Adds or updates a list member.
Action
Add/Update a Subscriber
Adds an email address to a subscriber list.
Action
Bulk create records (advanced)
Creates multiple records.
Action
Create a Campaign
Creates a new campaign.
Action
Create a List
Creates a new list.
Action
Create a Merge Field
Creates a new merge field.
Action
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How to set up Mailchimp and Salesforce in 5 easy steps

Date

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Duration

Step 1

Log into Make platform

Sign into the Make platform to begin connecting your applications.

Date

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Duration

Step 2

Set up Mailchimp

Open the Mailchimp module in Make and name the connection so it’s easier to find later.

Date

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Duration

Step 3

Authorize Mailchimp access

Allow Make to connect with your Mailchimp account by providing necessary permissions.

Date

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Duration

Step 4

Begin Salesforce integration

Add the Salesforce module in your Make scenario to start the integration process.

Date

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Duration

Step 5

Finalize connections

Review and confirm your settings to ensure both Mailchimp and Salesforce are correctly connected, ready for automation.

Maximize efficiency with Mailchimp and Salesforce integration benefits

Integrating Mailchimp and Salesforce automates contact synchronization, streamlines lead management, and improves communication strategies, saving time and enhancing customer relationship management across platforms.

Date

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Duration

Contact synchronization

Automatically keep your Mailchimp lists and Salesforce contacts in sync with no manual effort.

Date

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Duration

Lead management

Simplify the process of turning new Mailchimp subscribers into Salesforce leads, refining sales operations.

Date

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Duration

Communication strategy

Ensure your marketing lists in Mailchimp are always current with the latest Salesforce lead information.

Date

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Duration

Time-saving automation

Eliminate the need for manual data entry by automating updates between Mailchimp and Salesforce.

Popular Mailchimp and Salesforce workflows

Connect Mailchimp and Salesforce with Make. Automate manual tasks, sync real-time data, and build more efficient workflows.

App Families

Add contacts from Salesforce to a Mailchimp list

Whenever you add or update contacts in Salesforce, Make will automatically retrieve the contacts and add/update them in a Mailchimp list of your choice.

Add contacts from Salesforce to a Mailchimp list
Use template
App Families

Add new subscribers from Mailchimp to Salesforce as leads

Whenever new subscribers are added to a Mailchimp list, Make will automatically retrieve the subscribers and add them as leads in Salesforce.

Add new subscribers from Mailchimp to Salesforce as leads
Use template
App Families

Add new leads from Salesforce to a Mailchimp list

Automatically grab your new leads in your Salesforce account and add them to a Mailchimp list of your choice.

Add new leads from Salesforce to a Mailchimp list
Use template
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Integrating Mailchimp with Salesforce through Make allows for consistent data synchronization between your email marketing and customer relationship management systems. This integration helps streamline your marketing efforts by automatically updating subscriber information and campaign metrics in Salesforce, ensuring your sales and marketing teams are always aligned.

Make simplifies the integration process with its intuitive drag-and-drop interface, which requires no coding expertise. It offers pre-built templates and a robust set of tools to help you quickly connect Mailchimp and Salesforce, making it easier to overcome the challenges typically associated with data integration and allowing you to focus on optimizing your workflows.

Make provides real-time data processing and extensive customization options, allowing you to create personalized workflows that cater to specific business needs. With Make, you can set up complex automations that trigger actions based on specific conditions, offering a tailored approach to managing your marketing and sales data.

Creating an account on Make allows you to leverage its powerful automation capabilities to improve your business processes. By integrating Mailchimp and Salesforce, you can ensure consistent and accurate data flow between both platforms, reduce manual data entry, increase productivity, and gain insights into your marketing performance, ultimately driving greater business efficiency and effectiveness.