Sync multi-select picklist fields from Salesforce directly into Mailchimp Tags & Groups or Constant Contact Lists using SyncApps. 

This has been one of our most requested features—and it’s live now on our new One Plan.

Why This Matters

Before, syncing a Salesforce field with multiple selected values required workarounds or complex filters. Now, if a contact in Salesforce is tagged with several values (e.g. “Donor”, “Volunteer”, “Alumni”), SyncApps can mirror those values as tags or groups in Mailchimp or lists in Constant Contact automatically.

🔧 How It Works

Phase 1: One-Way Sync (Now Live ✅)

• Sync Salesforce multi-select picklist values to:
  • Mailchimp → Tags or Groups
  • Constant Contact → Lists
• Values selected in Salesforce appear as tags/groups for each synced contact.

• Example: If “Mary Smith” has multiple picklist values associated with their record like Donor and Alumni, her Mailchimp profile will now have both tags applied or Groups if desired.

Phase 2: Bidirectional Sync (Coming Soon in Q4 2025 🔁)

• If you remove a tag/group in Mailchimp, SyncApps will also remove the corresponding value from Salesforce (planned using Webhooks).
• Timeline: Estimated 4 weeks after Phase 1, based on platform testing.

🔁 Step-by-Step: Sync Salesforce Multi-Select Fields

1. Upgrade to the One Plan
   → View Pricing
2. Go to Step 1 of Your Integration Setup
   • Select the multi-select picklist field from Salesforce you’d like to sync.
   • Each selected picklist value will map to a separate tag/group/list in your connected marketing platform.
3. In Step 2: Full Sync
   • Choose the Full Sync and schedule that will remove any tag/group/list from records that a no longer a part of the multi-select field in Salesforce.
4. Save and Run Sync

✅ Requirements

• One Plan Subscription – 25% nonprofit discount available
• Salesforce Multi-Select Picklist Field
• SyncApps Integration Setup using Steps 1 & 2

🧠 FAQ

Can I use this with my Legacy Plan?

No. This feature is exclusive to the new One Plan. Legacy plans do not support syncing multi-select fields as tags, groups or lists.

What if I only want to add tags groups or lists, not remove them?

No problem! Phase 1 only syncs selected values from Salesforce to Mailchimp/Constant Contact. It doesn’t remove existing tags yet.

Does this work for bidirectional sync?

Not yet, but it’s coming in Phase 2 in Q4 2025. For now, sync is one-way (Salesforce → Mailchimp/Constant Contact).

Need Help Setting It Up?

Book a Setup Call or Contact Support