Salesforce integration with mailchimp

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SALESFORCE INTEGRATION
WITH MAILCHIMP
TM

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Client Requirement
The requirement was to integrate
Mailchimp platform with Salesforce
to import Salesforce contacts and
leads to your MailChimp list, and
view subscriber details and
MailChimp campaign activity data in
Salesforce.

What is Mailchimp?
Mailchimp, a robust cloud-based platform, is the email
marketing tool that enables you to send emails to
numerous recipients at a time so that you can facilitate a
delighting customer experience.
One of the biggest advantages of using Mailchimp for
email marketing is that it is easy-to-use and enables you
to create HTML email templates without writing a single
line of code. Furthermore, Mailchimp is completely free to
use. You can use this email marketing tool to send up to
2000 subscribers who are on your email list and send a
total of 12,000 emails every month.

Benefits of Integrating Salesforce
Account with Mailchimp
Send new Mailchimp subscribers into Salesforce with a
specific object type;
Select which Salesforce leads you’d like to go to Mailchimp based
on specific criteria and filters;
Create a custom lead, contact, and campaign member queries
that run daily or hourly;
Manage Mailchimp data storage options in Salesforce;
View Mailchimp campaign reports and campaign share reports
from within Salesforce;
Add custom Mailchimp fields and VisualForce pages to the
Contact and Lead pages.
TM

Steps to install and configure
Mailchimp in SalesforceTM

Go to Salesforce AppExchange and search “MailChimp for
Salesforce” and then click on “Get it Now”.Step 1:

Step 2:
Now click “Install in Production”.

Step 3:
Check the box “I have read and agree to the terms and
conditions” and click ‘Confirm and Install’.

Step 4:
Choose the option Install for All Users and click Install.

Step 5:
In the Approve Third-Party Access pop-up window, check the box “yes,
grant access to these third-party web sites” and then click “Continue”.

Step 6:
Login to the production org, click on the App Launcher dropdown
menu in the top right corner and choose MailChimp for Salesforce.

Step 7:
In the MC Setup tab, click on the “Login” button.

Step 8:
In the pop-up window, click OK.

Now input your MailChimp MailChimp username and password and click
on login to connect your MailChimp account with your Salesforce org.Step 9:

Now open your production org and go to MC Setup. Check the box ‘Allow MailChimp
to create Leads in Salesforce?’ and Click ‘I am Ready to Map Fields’.Step 10:

Step 11:
To map your fields, click on the dropdown menus under Salesforce Lead
Field and Salesforce Contact Field to match them to an existing MailChimp
Field and then click Save.

Conclusion
Salesforce Integration with Mailchimp will helps in
syncing contacts or mass emailing and allows to keep
track of subscribers and prospects. You can check
the campaign status or member activities under the
Salesforce tracking option. Furthermore, the
campaign details are updated with the Salesforce in
real-time.

Salesforce integration with mailchimp

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