How to use mailchimp for salesforce


Step 1: Authenticate

  • Log into your Salesforce account.
  • Click the App Launcher drop-down menu and choose Mailchimp for Salesforce.
  • Click the MC Setup tab.
  • Click Login.
  • In the pop-up window, click OK.
  • Input your Mailchimp username and password and click Log In.

Table of Contents

How does Mailchimp integrate with Salesforce?

Mailchimp Salesforce integration. Mailchimp’s native integration with Salesforce runs through an AppExchange available plugin. Once you’ve installed the Mailchimp app in your Salesforce account, you can follow Mailchimp’s step-by-step instructions to connect the two applications for proper data transfer and functionality.

How do I uninstall Mailchimp from Salesforce?

Uninstall the application

  • In the Salesforce navigation panel, click Setup.
  • Under Build, click Installed Packages.
  • Next to Mailchimp for Salesforce, click Uninstall.
  • Click Save a copy of this package’s data for 48 hours after uninstall. …
  • Check the box next to Yes, I want to uninstall this package and permanently delete all associated components.
  • Click Uninstall.

What is the best email integration with Salesforce?

What Is Salesforce Integration?

  • Salesforce Integration Processes. …
  • App-based Salesforce Integration. …
  • Code-based Salesforce Integration. …
  • Different Ways To Integrate Salesforce. …
  • Business Logic Integration. …
  • User Interface Integration. …
  • Data Integration. …
  • Salesforce Integration Checklist
  • Extensive Planning. …
  • Understanding Both The Applications. …

More items…

Why you should use Mailchimp to Market Your Small Business?

Why MailChimp?

  1. Forever Free. MailChimp’s “Forever Free” account is perfect for new businesses or those just starting out on their email marketing journey.
  2. Easy Peasy. MailChimp is super user-friendly. …
  3. Feature-rich. MailChimp is packed with useful features to make your life easier. …
  4. Superb Support. MailChimp’s customer service is unsurpassed. …
  5. The Chimp. …

Can I integrate Salesforce with Mailchimp?

The MailChimp and Salesforce integration allows you to start creating email campaigns from the leads and contacts in your Salesforce CRM. With the integration, it’s fairly easy to create list segmentations in MailChimp with synchronized Salesforce lead and contact records.

How do I map a field in Salesforce Mailchimp?

Under MC Setup select the Lists subtab and click on Map Fields on the list of your choice. Now match your Salesforce Fields to the correct MailChimp fields. To add new Mailchimp fields use the Add a new list field section. Select the Mailchimp field type and enter the field type EXACTLY as it appears in Mailchimp.

How do you use sales in Mailchimp?

How to Use MailChimp to Nurture Existing CustomersSend customers your latest content. Based on what form they completed on your website, you can even send content only to contacts that have previously shown interest in that topic.Educate them on features. … Let them know about upcoming releases. … Send them freebies.

Does Salesforce have email integration?

The Salesforce integration with Outlook® and Gmail™ helps your reps manage their sales more efficiently. Your reps can view, edit, and add Salesforce records directly from their email, and relate emails and events to Salesforce records.

What are the two types of Mailchimp integrations?

The Mailchimp integration comes in two parts: The regular Mailchimp integration which lets you add lists of Contacts from Capsule directly into an audience in Mailchimp. The Mailchimp Webhook Integration which is only available on the Professional and Teams plan.

What is lead mapping in Salesforce?

When you convert lead records, standard lead fields map to contact, account, person account, and opportunity fields. If you use custom fields, your admin specifies the fields that they map to in your newly created records. Lead Field. Maps to. Address.

Is Mailchimp good for sales?

Mailchimp is a great tool for testing your strategy because A/B testing is so easy to deploy. And as that testing generates data, we can refine the solution and use what we know to set up better email campaigns based on what’s working.

Is Mailchimp a CRM?

Is Mailchimp a CRM? Mailchimp offers all the CRM tools small business marketers need, allowing them to aggregate, organize, and manage audience data in one place. In fact, many Mailchimp customers already use the platform as their CRM.

What is the best way to use Mailchimp?

Here are my top ten Mailchimp tips and tricks:Utilize Mailchimp’s Outstanding Customer Service. … Create and Import Your List. … Utilize Mailchimp’s Drag and Drop Email Templates. … Utilize Mailchimp’s Preview and Test Tool. … A/B Test Your Email Subject Lines. … Utilize Mailchimp’s Send Time Optimization feature.More items…

What are the ways to send an email in Salesforce?

Send Email in Salesforce ClassicOn the Activity History related list of a record, click Send an Email.To change formatting type, click Switch to Text-Only or Switch to HTML.To use a predefined email template, click Select Template.Complete the fields.Click Send.

How do you send emails from Salesforce?

Sending an Email to a ContactGo the individual’s contact record in Salesforce.Go the the HTML Email Status section.Click Send Email.Click Select Template.Select the template you just created.Preview the email and send it. There you go! You just created and sent an email to an individual contact.

How do I send an email notification in Salesforce?

Add email alerts to your workflow rule’s criteria.Click Add Workflow Action and choose New Email Alert.Enter a description and unique name for the email alert. … Choose an email template.Select who receives email alerts from the workflow rule. … Click Save.

What is Mailchimp

MailChimp is the world’s largest marketing automation platform. It helps millions of small businesses send various email campaigns and generate new leads. On top of that, due to it, you can create beautiful email templates, digital ads, social media posts, postcards, set up drip campaigns, run A/B tests, create, and much more.

What You Should Know Before You Start MailChimp Salesforce Integration Project

Prior to synching Mailchimp with Salesforce, you need to consider several aspects of this integration like:

Mailchimp vs Salesforce Marketing Cloud

As a Mailchimp alternative, Salesforce Marketing Cloud is designed with a marketer in mind. Unlike Mailchimp that can be a good fit for startups and small businesses, Salesforce Marketing Cloud serves better for larger field sales organizations with more intricated sales & marketing strategies.

How to Integrate Mailchimp with Salesforce

Our CEO Wes Snow recorded a two-minute video where he shows how AscendixRE Land and MailChimp integrate. For those on the AscendixRE platform, this integration is exactly the same.

How to Add New Field Values

You can add, rename the values in your Relationship type field. This might help you better segment your mailing lists and increase the efficiency of email campaigns.

How to Update Field Mappings

Although we used Member Queries to help us import contacts into MailChimp, don’t forget to update your Field Mappings!

How to Delete Contact from Your List

To delete the contact from your list, simply change the field value in your AscendixRE/Land and wait 24 hours or your next sync cycle for those changes to appear within MailChimp.

Sync data across platforms

This free integration will sync all of your Mailchimp subscribers into Salesforce and link them to existing contacts and leads in your CRM, creating a shared view across platforms. You can also allow Mailchimp to create new leads in Salesforce for email addresses that don’t match existing leads, giving your sales team more people to reach out to.

Give your team insight into marketing engagement

Enabling data sync will update Salesforce contacts and leads with Mailchimp campaign activity each night, so your sales team can better understand how their leads are engaging with marketing—right within their CRM.

Market to your leads more effectively

Seamlessly pass your Salesforce leads and contacts into Mailchimp so you can target them with Mailchimp’s full suite of marketing tools, including specialized email content, ads, postcards, and more. Enabling data sync will update Mailchimp with Salesforce data hourly, so you can have all of your CRM insights at your fingertips.

Customize to meet your needs

Customize the app to display Mailchimp data directly in Salesforce, and grant team members access to key features. Then, quickly view subscriber activity and campaign statistics with customized page layouts.

MailChimp Integration Guide

More than 15 million people use MailChimp to design, send, and track email marketing campaigns – it’s become a favorite of small businesses, in particular. Integrating MailChimp with Salesforce lets you view and manage MailChimp campaign activities and subscriber lists from Salesforce, and import Salesforce contacts to MailChimp.

MailChimp Integration with AppExchange

The MailChimp and Salesforce integration allows you to start creating email campaigns from the leads and contacts in your Salesforce CRM. With the integration, it’s fairly easy to create list segmentations in MailChimp with synchronized Salesforce lead and contact records.

Third-Party Integrations

Zapier is a powerful tool for integrating nearly any online service with another online service. It can be used to integrate multiple systems using powerful rules and filters. MailChimp to Salesforce integrations are listed here.

See how Salesforce can grow your business

Discover how Salesforce is committed to your success. Learn how we can help you find, win, and keep customers to grow.

What is person account in Salesforce?

Person accounts are a hybrid of contacts and accounts within Salesforce, so each person account is a separate contact and account record. Unlike other accounts in Salesforce, which are designed for business to business, person accounts are for companies that use a business-to-consumer model. Person accounts are supported for use with …

What is validation rule in Salesforce?

Validation Rules are requirements for field data. These rules need particular fields to be filled in order to save changes, need particular ranges of numerical values, or need particular date ranges for the field to be saved. Validation Rules are set separately for contacts and leads within Salesforce.

Can you add subscribers to Mailchimp groups?

Groups can’t be created in Salesforce, and must be created in your Mailchimp account.

Before you start

Make sure you’ve successfully connected and set up the Salesforce integration.

Customize page layouts

To display Mailchimp data in Salesforce, like campaign activity, subscription status, and subscriber profile information, click and drag custom components to different sections of your Lead and Contact Layouts.

Next steps

After you connect and customize the Salesforce integration, you can use the Query Builder to add leads and contacts as subscribers in Mailchimp and update Mailchimp subscriber information.


As the words Contact, Subscribers and Campaigns are used in Salesforce and in Mailchimp, I will always use the term MC Campaigns, MC Subscribers, SF Contacts and SF Campaigns to distinguish them.

What Mailchimp for Salesforce can’t do

Check the Email Opt Out field in SF if the MC Subscriber unsubscribes in MC. See Example Process – Mailchimp Unsubscribe for a way to do this with Process Builder.

Contacts and Leads

These screen shots show the SF Contacts Record. The SF Lead is set up the same.


This is where the real power of Mailchimp comes in. You can sync any SF Contacts or SF Leads meeting any criteria, or SF Campaign Members to MC automatically. Eg you could

Data Flow

Person comes to your website, enters their details to subscribe to your marketing list (and groups if they are implemented).


The MC Subscriber record in Salesforce contains the email Address of the Subscriber. When you do a general search in SF for that email address the MC Subscriber record is not found in the search.


Be careful installing this or Campaign Monitor into an org that is tight on data storage. Or clean up your lists in Mailchimp before setting this up.

How to run queries in Salesforce?

To run queries automatically, you’ll need to turn on data sync in the Salesforce integration. Data sync will add new contacts and update contact information in your Mailchimp audience. You can also choose to manually run queries. These will add new contacts to your Mailchimp audience, but won’t update existing contact information.

Can you run a query manually in Mailchimp?

You can run a query manually or schedule it to run daily with data sync. Queries run manually will add new contacts to your Mailchimp audience, but won’t update existing contact information. To update existing contact information, you’ll need to use data sync.

Can you unsubscribe from Mailchimp after opting out?

If a lead or contact opts-out in Salesforce after they are added to your Mailchimp audience, they won’t be unsubscribed in Mailchimp. To view tags for a Mailchimp audience in Salesforce when you build a query, click Sync Audience next to the Mailchimp audience name in Salesforce.

What is Mailchimp marketing?

Mailchimp claims that it is ‘All-in-one’ marketing platform. It helps you to manage and communicate with your clients and customers. It’s a marketing and email automation platform. It offers an easy and simple user interface which allows you to use countless email marketing tools. Even though there are numerous marketing tools, Mailchimp offers several benefits over them. It allows businesses to connect to the right customer at the right time without any re-do work. Some of the known features of Mailchimp are welcome automation, birthday messages, and order notification. Multi-channel campaigns help you to reach the audience.

What is Salesforce CRM?

Salesforce is a cloud-based software company. It offers Saas CRM and a complementary suite of enterprise application services. It can help you with IT, marketing, commerce, etc. It is faster than your traditional CRM, and it can also be customized. As it is on the cloud, your team members can access it from anywhere. Some of the services offered by Salesforce are sales, marketing, health, analytics, etc. Companies like American Express, Health Leads, Sony use Salesforce for their services. Salesforce pricing depends on the service that you are using. Know more about their pricing here.

What companies use Salesforce?

Some of the services offered by Salesforce are sales, marketing, health, analytics, etc. Companies like American Express, Health Leads, Sony use Salesforce for their services. Salesforce pricing depends on the service that you are using.


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