Welcome to our dedicated how to section for extending the integration between Mailchimp and Salesforce. If you are a Mailchimp user, you have run into some challenges with this integration. This section will show you how to solve common business challenges with step-by-step instructions on how to implement the solutions in Salesforce. We are excited you are here and welcome any comments and feedback on the articles.
By: Maurice Murphy | July 7, 2022
Learn how to:
- Setup and configure the Mailchimp for Salesforce package
- How to Map & Sync Fields on Contacts
- How to Sync Contacts to Mailchimp
- How to Create Segments in Mailchimp
- How to Sync Leads & Contacts Using Salesforce Campaigns & Queries
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Create a Salesforce flow that will:
- Update the Email Opt Out field in Salesforce when a contact unsubscribes in Mailchimp
- Update a contact in Salesforce to show their email address bounced in Mailchimp
- Update a contact to show their Mailchimp subscriber status
If its your first time using flow, don't worry our instructions are basic enough to help beginners.
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Create a Salesforce flow that will:
- Create a Salesforce Campaign when you send an email campaign in Mailchimp
- Update email metrics on Salesforce Campaign records
If its your first time using flow, don't worry our instructions are basic enough to help beginners.
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Unsubscribe Contacts from Salesforce
- Create a Mailchimp journey that will allow you to unsubscribe a Contact in Salesforce if you have other automations updating the Email Opt Out field.
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Create formula fields on Leads or Contacts to help you filter for the correct records to tag
- Setup a Mailchimp query using your new formula fields that will tag new Contacts automatically and sync them to Mailchimp.
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Write Apex code that will do the following:
- Add Campaign Members to a Salesforce Campaign when you send them an email in Mailchimp
- Update the Campaign Member Statuses when a contact engages with your email by opening, clicking or unsubscribing from the email.
- If you are not a developer, don't worry. We give you step-by-step instructions and the exact code you will need for the automation. You can do it!
By: Cheryl Fernandes | July 8, 2022
Learn how to:
- Create a Salesforce flow that will do the following:
- Delete a campaign member from one or more campaigns when they unsubscribe from an audience in Mailchimp.
By: Cheryl Fernandes | May 23, 2023
Learn How To:
- Manage contacts in Mailchimp when their email address changes in Salesforce.
- Build a Salesforce report to find leads and contacts without a related MC Subscriber record.
- Archive Mailchimp contacts who no longer have a related lead or contact in Salesforce.
By: Cheryl Fernandes | June 19, 2022
Business Problem Trade shows are back! Sales and marketing teams are furiously working to remember how we used to attend and track trade show activities. Now is a great time to take a fresh approach to how you are tracking trade show activity in Salesforce. Trade shows have many pieces to them and we need …
Archived Articles as of July 15, 2022
By: Maurice Murphy | February 7, 2021
Learn how to do the following:
- Setup and Configure the Mailchimp for Salesforce package
- How to Segment using Salesforce Campaigns, Tags and Mailchimp queries
We have learned a lot since writing this article and encourage you to go to our new and improved Part 1: Mailchimp to Salesforce Integration - Setup & Sync.
By: Cheryl Fernandes | February 8, 2021
Learn how to do the following:
- Configure a process builder to update unsubscribes and bounce backs in Salesforce
We have learned a lot since writing this article and encourage you to go to our new and improved Part 2: Mailchimp to Salesforce Integration - Update Unsubscribes in Salesforce.
By: Cheryl Fernandes | February 9, 2021
Learn how to do the following:
- Configure a process builder to update sync MC Campaign metrics with Salesforce Campaign metrics.
We have learned a lot since writing this article and encourage you to go to our new and improved Part 3: Mailchimp to Salesforce Integration - Campaign Sync.
By: Cheryl Fernandes | March 20, 2021
Learn how to do the following:
- Configure a flow to delete campaign members when they unsubscribe in Mailchimp.
We have learned a lot since writing this article and encourage you to go to our new and improved Part 7: Mailchimp to Salesforce Integration - Delete Campaign Member. This article is much more efficient in handling this business problem.
By: Cheryl Fernandes | December 31, 2021
Learn how to do the following:
- Configure Mailchimp queries to add tags to Contacts based on formula fields in Salesforce.
We have learned a lot since writing this article and encourage you to go to our new and improved Part 5: Mailchimp to Salesforce Integration - Tag Contacts in Mailchimp. This article is much more efficient in handling this business problem.