On our landing page (which is a MailChimp contact form) there is a lot of checkboxes. The checkboxes are handled in MailChimp as Group/Groupings.
Can I sync these Groups exposed on our MailChimp form directly from the checkboxes and sync these subscribers to Salesforce?
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 to Salesforce is done in real-time (using webhooks) so Sync on Demand or Sync Scheduling is not needed for this action to take place.
*Constant Contact List segmentation is updated on each sync from CRM. Please note that Constant Contact lists changes, i.e allowing list selection for subscribers cannot be synced to CRM Campaign/List checkboxes.
Please note that to remove a record from a List in Constant Contact you will also need to grab our Full Sync Add-On since Constant Contact does not utilize webhooks like MailChimp and others do today.
In MailChimp, this is possible using webhooks when syncing back MailChimp Groups selections to CRM checkboxes.
To get started using Checkboxes feature please see your Dashboard > Add-Ons to enable this feature on your integration.
Only applicable for Salesforce and Microsoft Dynamics CRM integrating to the following software:
- Constant Contact or MailChimp
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 Static Segments when using our Checkbox feature yet you have selected our newest feature Static Segments.
Groups are interdependent to our Checkbox fields feature and Static Segments 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 or Constant Contact which you need to update Salesforce or Dynamics 365 Checkbox fields then please export these records and import into CRM to make sure the Checkboxes are updated in CRM first using Dataloader.io or another uploader to Dynamics CRM.
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.