Help Center

Salesforce to Mailchimp Setup with Features Explained

Hello there! Are you new to SyncApps or just need to know how to put all the pieces together?

We’re here to help! We’ve crafted this article just for subscribers like you to help you understand how SyncApps works with your Mailchimp for Salesforce.

Before starting, take a look at our basic integration setup, as explained here:

Check out some key documentation for Mailchimp with Salesforce integration:

Before setting up the integration, here are some important integration points:

  • Salesforce Classic and Lighting edition are both supported. 
  • Make sure that your Salesforce account is API enabled.
  • Create a test list(s), Campaign(s) or records for testing purposes.
  • Create a test Audience in Mailchimp (this test Audience will be specified in Step 2 of the Sync Profile where you want your Salesforce records to be synced)
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans. (Step 6)

Let’s get started!

Setting up your Sync Profile

Setting up your Sync Profile (integration) is super simple! Salesforce to Mailchimp Setup. Looking for more a Quick Setup Guided Tour? Search in our YouTube playlist here.

You are now setting up the integration, so we are giving you an EXTRA 2 Weeks Free on us! Enjoy 4 Full Weeks of our real-time, Enterprise plan integration.

  • Unlimited Records sync between the software you connect
  • Unlimited Opt-Out sync from your Marketing Automation solution
  • Unlimited Campaigns/Marketing List/Tags/List Views/Saved Searches sync
  • Unlimited Campaigns from your Marketing Automation solution of choice
  • Sync on Demand included for easy testing of your integration scenarios
  • Scheduling of a Sync Profile is available on Free Trial and Paid plans (Step 6)

Pre-Steps

Pre_setup_1.png

Once you’ve tapped the Sync Profiles tab, tap the “Create Sync Profile” button.

Enter any designated name for your new Sync Profile as your identifier. Then in Sync Type, select Salesforce to Mailchimp.

Pre_Setup.png

Step 1: Salesforce CRM

SF_1.0.png

Enter your Salesforce account credentials such as your username, password, and Security Token.

Salesforce Sandbox is a test account type that uses testing records that will not affect your live or production records when syncing. If you are testing records or requirements but want your production records unaltered, enable this option.

Select the Object type to use. You can only use 1 Object type per Sync Profile. For example, if you’ll select Contact as the Object type, then only these types of records will be synced to/from Mailchimp.

Below are more options based on your requirements. Tap the plus (+) icon to view the options.

SF_1.1.png

SYNC FROM SALESFORCE TO MAILCHIMP

Do not sync Contacts, Leads or Accounts from Salesforce to Mailchimp

  • If wanting to sync only the new records or existing records from Mailchimp, enable this option; One-way sync.

Unsubscribe opted-out Contacts, Leads or Accounts in Salesforce from Mailchimp

  • If Contact or Lead Email Opt Out (HasOptedOutOfEmail) checkbox is checked in Salesforce, then the email address will be unsubscribed from Mailchimp.

If this option is not checked, then opted-out Contacts, Leads or Accounts are simply ignored (opt-out is not synced to Mailchimp).

Sync deleted Contacts, Leads or Accounts in Salesforce to Mailchimp

  • If a Contact, Lead or Account is deleted, SyncApps will remove the email address from Mailchimp.

Delete converted Leads in Mailchimp

  • If this option is checked when a Lead is converted to a Contact, the Lead email address will be removed from Mailchimp by SyncApps.

Sync Salesforce Campaign/List Members to Mailchimp Group

Please note that ONLY those in the Marketing List or Campaign that were checked will be synced. If this option is not checked, then all Contacts or Leads will be synced.

If using Force.com licenses, try out the Cazoomi Marketing List as it only requires standard Contact and Lead objects.

Are you a Nonprofit using Salesforce? Try out the Cazoomi Marketing List for adding Person Accounts to your Mailchimp Lists.

SYNC FROM MAILCHIMP TO SALESFORCE

Use "Unknown" as the last name if blank, Use "Unknown" as the first name if blank

  • By default, last name and first name are both required fields. So, if these fields are blank, then the record will not be synced yet, providing an error.  To avoid this, just enable either of these options.

SF_1.2.png

  • Enabling this feature will allow you to sync Mailchimp Marketing Metrics back to Salesforce such as opens, clicks, bounce, and links clicked.

First, you will need to set up the Salesforce layout, as explained in this Help Center article: Campaign Layout.

There are different types of Campaign Response Sync Mode too, so set it up based on your requirement.

Step 2: Mailchimp

Step_2.png

Connect your Mailchimp account in this step by tapping the “Connect” button. You will then be directed to the oAuth page that’ll log in to your software. For some, they’ll need to enter their Mailchimp credentials here.

After which, enter the name of your Master List. Now, what is a Master List/Audience, and why do we need to define it in Step 2?

During the sync process, a new Audience with the specified name will be created in Mailchimp. Yet, you can still use the names of your existing Audience in Mailchimp, if there are. Note that if you are to name the Master List the same name as an existing Mailchimp Audience, make sure to match the spelling 100% so as to not create a new list in Mailchimp but to marry to the existing one.

When adding new subscribers to any Mailchimp Audience, please note that only those in your "Master List" will be synced, or select from the following options; (Sync all active Contacts not just those in the specified Mailchimp List), to sync the specific Mailchimp subscribers to CRM.

Note: We require you to define a Master List because Mailchimp needs it in creating, updating, and removing records using its API.

For more options, tap the plus (+) icon. If you want to learn more about the features, hover over to the SyncNotes tooltips(i). 

Do not sync new Contacts from Mailchimp to Salesforce (One-Way sync)

  • If you want the records to flow from Salesforce only and will not add new records from Mailchimp, you may check this option; One-way sync.

Do not sync unsubscribed emails status to Salesforce

  • By default, SyncApps will set opted-out status in Salesforce for unsubscribed emails. Please check this checkbox if you do not want unsubscribed emails status to be synced.

Group Title to Use (“Use Groups” under Segmentation method)

  • This field is optional. For marketing list sync feature, each Salesforce Marketing List/Campaign is synced to a Mailchimp Group.

By default, SyncApps will use "Sync App Groupings" Group title with Hidden type (not displayed in Mailchimp form). You can override the title of the Group by putting in a different Group title.

To display Groups in Mailchimp signup form, please create new Groups with checkboxes type and specify the Group title in this field. 

“Use Tags” under Segmentation method

Update Salesforce if subscribers update their profiles in Mailchimp

  • If this option is checked then if subscribers update their profiles in Mailchimp, the updated fields will reflect back to Salesforce record using Webhooks even if the sync is not initiated. This only works for Mailchimp to Salesforce direction, Salesforce to Mailchimp direction will need to run the sync.

Update Salesforce if Mailchimp account admin updates the subscriber profile

  • If this option is checked then if Admin updates their profiles in Mailchimp, the updated fields will reflect back to Salesforce record using Webhooks even if the sync is not initiated. This only works for Mailchimp to Salesforce direction, Salesforce to Mailchimp direction will need to run the sync.

Step 3: Sync Add-Ons

Step_3.png

Sync Add-Ons are optional. Available Add-Ons in Step 3 of the Sync Profile may depend on which Plan and integration you select.

Want to know which Sync Add-On fits your requirement? Give us a shout today!

Step 4: Field Mapping

Step_4.png

Field Mapping is optional. Basic fields such as Email address, Name, Address, Company name, and Phone are already pre-mapped even if you haven’t enabled this Step. Otherwise, if you have more additional fields to map, then you’ll have to set these fields up here.

Step 5: Filtering and Segmentation

Step_5.png

This Step is one of our most powerful features ever used by most of our subscribers. Like for example, you have 1000’s of records in your CRM then you only want to pull out the records with specific criteria, only these records will be synced to your Mailchimp Master List.

See here for more information on how it works.

Step 6: Sync Scheduling

Step_6.png

Finally, the very last step. Just select the time when you would like to sync your data automatically.

Tap the "Finish" button and then Sync Now. More questions or hit any snags? You can always reach out to our 24/7 Support team.

united-way.png

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

Why We Don't Have Instant Phone Support

SyncApps limits instant support to online means due to a few reasons, but mostly that integration issues can range from super easy to off the charts hard to solve.  Deciding which type via phone or chat is tricky unless we get some much-needed information upfront as we might have to involve multiple teams to get you the answers you need. 

Not very ideal for instant phone support, right?

  • Online support and scheduled phone calls help keep SyncApps priced for small businesses, nonprofits, to even large enterprises, and keeps our Engineers busy building and maintaining the best iPaaS features for subscribers just like you.
  • Online support also helps our multiple teams, from Engineering to Tier I, II & III Support get the details needed to solve a given integration issue. Depending on the severity of the problem our team will get you to the right resources like our easy to read Help Desk articles, How-To videos, or schedule a call to get your integration questions answered or problems solved so that your organization does not miss a beat integrating your organization’s lifeblood, your data.
  • Instant Chat support is evaluated on a case by case basis and can be turned on by our support teams when needed for anyone needing instant answers while in the integration.

FAQs

Check out these Help Desk articles for answers to frequently asked questions.

Get Started | Login Issues | Pricing

Have more questions? Submit a request

Comments

Cazoomi Resources