Only applicable for Salesforce, Microsoft Dynamics CRM 360 and Zoho CRM SyncApps. See how it works below today!
Let's look at how MailChimp for Salesforce example works:
On your landing page (which is a MailChimp contact form) has a lot of checkboxes. The checkboxes are handled in MailChimp as Groups.
wanting to sync these Groups exposed on our MailChimp form directly from the checkboxes and sync these subscribers to Salesforce?
Yes! You can also create each of your Groups (checkboxes on your MailChimp form) as also checkboxes on the Lead or Contact record in Salesforce then set up in your Sync Profile to match them in Step 1 of your integration in SyncApps.
Updating subscriber and grouping data from MailChimp for Salesforce is done in real-time (using webhooks) so Sync on Demand or Sync Scheduling is not needed for this action to take place.
To get started using Checkboxes feature please see your Dashboard > Add-Ons to enable this feature on your integration.
Checkbox Fields for Segmentation will take precedence over any Campaign/List selection in Step 1 of each Sync Profile once selected.
For Checkbox mapping, the Group information from MailChimp should also be synced to CRM checkbox if properly configured so there is a way to accomplish your flow from a MailChimp form to Salesforce requirement today.
MailChimp Segmentation Method in Step 2 must use MailChimp Groups in the drop-down menu, not Tags when using our Checkbox feature yet you have selected our newest feature Tags.
Groups are interdependent to our Checkbox fields feature and Tags are not.
The Groups in MailChimp must be in one Group title and also named in the "Group Title to Use" in the Sync Profile.
The Checkboxes feature is, however, not retroactive, meaning if you have existing records in MailChimp which you need to update Salesforce Checkbox fields then please export these records and import into CRM to make sure the Checkboxes are updated in CRM first using Dataloader.io
Example of MailChimp Group members which are preexisting and need to be exported into CRM first then Checkboxes will work moving forward using your SyncApps integration.