How MailChimp Works with Salesforce

Connect Salesforce with MailChimp to easily share data and streamline communications, so you can better engage your customer base. MailChimp offers two tools to connect your Salesforce and MailChimp accounts: our built-in integration and the MailChimp for Salesforce app.

In this article, you’ll learn about both options so you can choose the right one for your business.

MailChimp's Built-In Integration

To manage subscriber data between MailChimp and Salesforce, you can connect our built-in integration from the Integrations page of your MailChimp account. Use it to import Salesforce contacts to your MailChimp list, and push subscriber activity back to the Notes and Attachments section of a Salesforce contact page. The integration will also update campaign statistics in Salesforce after a MailChimp campaign has been sent.

The built-in integration doesn’t allow you to choose or limit the number of contacts you import into MailChimp, and can’t import leads from Salesforce to MailChimp. If you need these features, try the MailChimp for Salesforce app.

Integrate Salesforce with MailChimp

Learn more about Salesforce tracking options.

Learn how we pass subscriber data back to Salesforce.

MailChimp for Salesforce

The MailChimp for Salesforce app offers a combination of features to help you target your leads and contacts, and sync data between MailChimp and Salesforce.

Query Builder
Build queries to add Salesforce leads, contacts, person accounts, and campaign members to a MailChimp list based on specific Salesforce field data. The Query Builder can also add list members to MailChimp groups and segments that you can target with specialized content.

Hourly Sync
Turn on hourly sync to add leads and contacts as MailChimp subscribers when they meet your query criteria, and to update existing subscribers’ list field information when their corresponding contact or lead field is updated in Salesforce.

Lead Creation
The lead creation option allows you to create Salesforce leads from your newest MailChimp subscribers when hourly sync is enabled.

Campaign Builder
Use the built-in Campaign Builder to design and send a campaign from the MailChimp for Salesforce app.

Report Snapshot
Review aggregate reporting statistics for MailChimp campaigns, as well as specific campaign activity for the 25 most recently added MailChimp subscribers to your list, or click through to view the full campaign report in your MailChimp account.

Connect MailChimp for Salesforce

MailChimp for Salesforce Features

Learn more about hourly sync.

What should I use?

To simplify communication with your Salesforce contacts with MailChimp, set up our built-in Salesforce integration. If you're looking for a more robust feature set, including lead creation and access to the Query Builder, install the MailChimp for Salesforce app.

Feature MailChimp For Salesforce Built-In Integration

Add Salesforce contacts to a MailChimp List.

 

  

Add Salesforce leads to a MailChimp list.

 

 

Regularly sync data.

 

 

Create new Salesforce leads from MailChimp Subscribers.

 

 

Create and send a MailChimp Campaign in Salesforce.

 

 

Vew MailChimp Campaign reporting data.

 

 

 

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