Integration from Mailchimp to Salesforce is super simple so see the easy steps below for success!
Steps:
- Sync all the needed CRM data first to Mailchimp using SyncApps or Mailchimp CSV uploads.
- After the initial sync, proceed to Step 1 of the Set Up and select the feature called "Don't want to sync Contact, Leads, or Accounts to your Mailchimp Audience?".
- Hit Save then Reset Sync Process and resync.
CRM is considered the master data in most instances so it is always the winner in integration with your Email Marketing Provider, meaning CRM data is never overwritten. You can, however, update CRM or eCommerce records from Mailchimp using our Update Profile "Need to update Salesforce when subscribers update their Profiles in Mailchimp?" feature found in Step 2 of your integration.
Need some help?
Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone is scheduled
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
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