Mailchimp Salesforce Integration Guide

Let’s get straight to the facts. Salesforce has a built-in mass mailer. You can build all kinds of templates and automation with it. (If you want to get your hands dirty with some programming, you can even implement Visualforce and Apex).At the same time, we all know – and love – the robust, automatic and attractive mailing lists and automation offered by MailChimp.

If only Salesforce could duplicate the admirable features of MailChimp onto one platform, right?

Well, it can’t necessarily ‘duplicate,’ but it can integrate. MailChimp Salesforce integration combines the power of Salesforce’s with Mailchimp’s email capabilities.

MailChimp was designed with SaaS integration capabilities in mind; some of them through API programming, others through the power of plugins (created by intrepid developers). And we all know that the Salesforce developers are hard at work finding ways to bring external functionality into their excellent CRM system. In fact, there’s not a day that goes by without their app exchange offering something new and unique.

In that spirit, it seems the developers are one step ahead – they have made MailChimp Salesforce integration not only possible, but rather outstanding.

Thanks to MailChimp’s SyncApps system, which can monitor fields and tables (as well as records within Salesforce), Salesforce integration is a breeze. You can set MailChimp up to automatically send mass mails or trigger autoresponders; get notifications whenever fields and records within Salesforce are changed.

SyncApps is customizable and incredibly easy to set up. It is a point and click wizard that explains itself with no tutorial. A huge benefit is the ability to synchronize all accounts, including personal accounts, contacts and leads – on both sides. Please Read Salesforce merge accounts for additional accounts information.

You can design opt-outs, secondary email addresses, hard bounces, lead source and lead score synchronization. You can trigger MailChimp autoresponders from Salesforce field updates. In addition,  you can sync MailChimp autoresponder data back to your CRM fields.

With this kind of power, no longer do you need to mess with VisualForce and Apex programming to design bouncing, autoresponders and email lead tracking. You now have the power of communication within your company, with leads and with customers.

You probably got to this blog expecting to read how difficult MailChimp Salesforce integration is… sorry to disappoint you. With SyncApps, the process is easy.

Simply point out field IDs from within Salesforce, specify the update conditions, and then tell MailChimp exactly what you want it to do when it tracks updates in these fields.

Duplicating MailChimp’s features within Salesforce is a costly and difficult endeavor, so the price of only $49.99 a month is well worth it. The combined power of Salesforce with the richness and convenience of MailChimp delivers something beyond a marketer or Salesperson’s wildest dreams.

I hope this MailChimp Salesforce integration guide has given you a head start to understanding and utilizing all it has to offer. Salesforce has announced that this integration will be further developed in the near future, (with plugins on their side to control even more data to MailChimp).Until that day comes, enjoy the unparalleled features of the integration!

For further information about Triggers go to Salesforce trigger best practices.

Amanda McDonald
Amanda is the Lead Author & Editor of Rainforce Blog. Amanda established the Rainforce blog to create a source for news and discussion about some of the issues, challenges, news, and ideas relating to Salesforce usage.
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