How to get started syncing MailChimp and Salesforce.
2 Week Free Trial best practice:
Select 1 Campaign or Cazoomi Marketing List (Install needed in Salesforce) to sync over to your Email marketing platform, put a few Contacts or Leads into it, then you are all set up to tap "Sync Now". Test out new List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List to a MailChimp Group.
Test out our Webhooks based List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List to a MailChimp Group. They are automatically managed without any Sync Profile sync running as Webhooks create your real-time integration.
VIDEO> 3-minute setup
Test out List membership feature for MailChimp Group subscribers by adding/removing from a synced Cazoomi Marketing List or Salesforce Campaign to a MailChimp Group.
If you are using both Leads and Contacts be sure to have 2 Sync Profiles setup for both object types, Leads & Contacts.
Syncing Accounts with email addresses on them? Use Account Object as the sync type to test the integration.
In our Trials, our fully featured Enterprise plan with all the bells and whistles is used so you can see what is available and choose the plan once ready that meets your company's needs.
Sync Accounts, Contacts and Leads to MailChimp Lists and Groups.
Integrate List and Group membership automatically to CRM.
Create and update new Contacts, Leads via MailChimp or CRM.
Sync Opt-outs automatically.
Custom Field Mapping between both systems.
Sync specific Salesforce Campaigns and Campaign Responses from MailChimp to CRM.
Sync clicked URLs from Email Campaigns back to Salesforce.
Trigger MailChimp Autoresponders from CRM field updates.
Sync and map hard bounces to CRM custom field.
Update CRM from MailChimp contact update forms.
Salesforce always takes higher precedence over MailChimp. Any contact and lead changes in Salesforce will always be synced to MailChimp.
Contact and lead data is synced from MailChimp only if the email address doesn't exist in Salesforce at the time of syncing.