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.

Manually run queries will add new contacts to your MailChimp list, but won't update existing contact information. To automatically update contact information, turn on data sync.

Data Sync
Turn on data sync to automatically 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 data sync is enabled. Only subscribers added to your list after lead creation is enabled will be added as leads in Salesforce.

Report Snapshot
Review aggregate reporting statistics for MailChimp campaigns, as well as the 50 most recent instances of  campaign activity for MailChimp subscribers on your synced lists, or click through to view the full campaign report in your MailChimp account.

Connect MailChimp for Salesforce

Use the MailChimp for Salesforce Query Builder

Learn more about data sync.

What should I use?

To simplify how you communicate with your Salesforce contacts, set up our built-in Salesforce integration. If you need 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.

 

yes

yes

Add Salesforce leads to a MailChimp list.

yes no

Regularly sync data.

 

yes no

Create new Salesforce leads from MailChimp Subscribers.

 

  yes no

View MailChimp Campaign reporting data.

 

  yes yes

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