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Set up your first integration
Quickly connect Mailchimp to Salesforce with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Mailchimp with Salesforce - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Campaign" from Mailchimp.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Mailchimp and Salesforce, automating your workflow.
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Frequently Asked Questions about Mailchimp + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Mailchimp and Salesforce
How do I connect my Mailchimp account to Salesforce?
To connect Mailchimp to Salesforce, you'll need to use the integration options available in both platforms. Start by logging into your Mailchimp account, navigate to the 'Integrations' section, and select Salesforce. Follow the prompts to authenticate your Salesforce account and grant necessary permissions. You can choose triggers such as new subscribers in Mailchimp or when a lead is updated in Salesforce.
What kind of data can be synced between Mailchimp and Salesforce?
The integration allows you to sync contact data such as email addresses, names, and other subscriber information from Mailchimp lists into your Salesforce CRM. Additionally, you can export audience segments from Salesforce to create targeted campaigns in Mailchimp.
Can I trigger an email campaign in Mailchimp based on activities in Salesforce?
Yes, you can set up triggers for automated campaigns in Mailchimp based on specific activities or field updates in Salesforce. For example, when a new lead is added or an opportunity stage changes in Salesforce, it can trigger a relevant email campaign from your connected Mailchimp account.
How do I map fields between Mailchimp and Salesforce?
Field mapping is managed within the integration settings of both platforms. When setting up the integration, you'll be prompted to match fields from your Mailchimp contacts with those in Salesforce. It's crucial to ensure correct mapping so that data flows seamlessly without errors.
Is it possible to update existing contacts automatically with new information?
Absolutely. With our integration setup, any updates made to contacts' details either in Mailchimp or Salesforce will automatically sync across both platforms. This ensures that your records are always up-to-date without manual input.
Are there any limitations with syncing custom fields between the two platforms?
While most standard fields easily sync between Mailchimp and Salesforce, syncing custom fields might require additional configuration steps during setup. It’s recommended that these settings are carefully reviewed during the initial integration process.
How frequently does data sync occur between my accounts?
Data between Mailchimp and Salesforce typically syncs at regular intervals determined during the initial setup phase—you can often customize this frequency based on business needs. Triggers for immediate syncing include actions like adding new subscribers or updating key contact fields.
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Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Audience
- Status
Try ItTriggerPolling- Audience
- LinkRequired
- Track all links clicks
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Try ItTriggerPolling- StoreRequired
Try ItTriggerPolling
- Audience
- Trigger each time a subscriber opens an email
Try ItTriggerPolling- New Audience
Triggers when a new audience is added to your MailChimp accounts.
Try ItTriggerPolling - Audience
- Note_about_samples
Try ItTriggerInstant- Audience
Try ItTriggerInstant
