Guide to the Salesforce and MailChimp Integration

MailChimp is the world’s largest marketing automation platform. More than 15 million people use MailChimp to design, send, and track email marketing campaigns. It helps millions of small businesses send various email campaigns and generate new leads every day.

Integrating MailChimp with Salesforce lets you view and manage MailChimp campaign activities and subscriber lists from Salesforce, and import Salesforce contacts to MailChimp. Create beautiful email templates, set up drip campaigns, run A/B tests and much more. You can use MailChimp for free if you have less than 2,000 subscribers and send up to 12,000 emails per month.

Connect Your Salesforce Account to Mailchimp

Before we start, please take a note to know before you connect the Salesforce integration.

• The Salesforce integration requires an Enterprise, Unlimited, Force.com, Developer, Performance, or Professional edition of Salesforce. If you use Professional edition, ask your Salesforce Account Executive to enable API access before you install the Salesforce integration.
• The integration only allows you to connect your Salesforce account with a single Mailchimp account.
• Your Mailchimp account will need to have Manager access or higher access to complete this integration.
• Try to install in Sandbox first. In this article I am installing in Developer edition Production.

Install the Salesforce and Mailchimp integration

First, we will need to install the Mailchimp app in our Salesforce account.

Go to the Salesforce Appexchange Mailchimp Integration App -> Click Get it Now -> Click Log in to the AppExchange -> Click Install in Production -> On the Confirm Installation Details page, check the box next to I have read and agree to the terms and conditions, and click Confirm and Install. As shown in the screenshots below.

Put Salesforce Username and Password -> Click Log in button -> Choose Install for Admin Only (You can install for Admin Only, All Users or Install for Specific Profiles) -> Click Install. As shown in the screenshots below.

Once you click the install. In the Approve Third-Party Access pop-up modal, check the box next to Yes, grant access to these third-party web sites -> Click Continue. As shown in the screenshot below. 

 

Step 1 – Authentication / Connect your Mailchimp account to Salesforce

Once you install the Mailchimp, now we must connect Mailchimp account to Salesforce. 

Log in to your Salesforce account -> Click the App Launcher -> Choose Mailchimp for Salesforce. As shown in the screenshot below.  

 

Click the MC Setup tab -> Click Login -> Input your Mailchimp Username and Password -> Click Log In -> Click Allow (Allow means, connecting Mailchimp for Salesforce will allow access to your account) As shown in the screenshots below.

We have authenticated Mailchimp, now ready to set up lead creation.

Step 2 – Lead creation

Lead creation means, Mailchimp to create Salesforce leads from your Mailchimp subscribers who aren’t already Salesforce leads or contacts.

Check the box next to Allow Mailchimp to create Leads in Salesforce? -> Click I am Ready to Map Fields. As shown in the screenshot below.

Step 3 – Map Fields 

Here, we have to map Salesforce data fields to map to your Mailchimp audience fields, so that we can be sure to sync all the information to the correct place. So, here you can choose to map Salesforce fields to your existing Mailchimp audience fields or create additional fields.

Note: Mailchimp accounts on a Premium plan can map up to 80 fields.

Map Fields -> Now match your Salesforce Fields to the correct MailChimp fields, Select the Mailchimp field type and enter the field type EXACTLY (Salesforce Lead Field and Salesforce Contact Field) as it appears in Mailchimp -> Click Save. As shown in the screenshot below. 

Step 4 – Sync Settings

The Mailchimp for Salesforce has been set up and is ready to start synchronizing data. 

Click Sync Setting -> Choose Sync subscribers only (Keep Activity settings will sync subscriber activity such as campaign opens, clicks, and sends. The Sync Subscribers Only setting will sync audience and group data for subscribers.)

Step 5 – Turn on data sync and lead creation

Final step is to choose Data sync settings, turn on data sync to make sure that Mailchimp and Salesforce communicate and share data regularly. You also have the option to allow Mailchimp to create new leads in Salesforce.

Click Settings -> Click Data sync -> If you want to create new Salesforce leads from your Mailchimp subscribers, Click  Mailchimp to create Leads in Salesforce.

Summary 

All done. Salesforce integration is connected with Mailchimp.