Installing the Mailchimp Integration App
We will integrate the “Mailchimp Integration App” that is available in the Salesforce AppExchange. Let’s get this app by navigating to the following link:
https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3000000B3byfEAB
Now, verify your account and click on ”Install in Production”.
Confirm the installation details (package, subscription, version, etc.) and agree to terms and conditions. Make sure that we need to check the checkbox.
For confirmation, it will ask the login credentials to our Salesforce Org. Provide your username and password, and click on “Log In”.
1. Install this app for all users and click on the “Install” button.
We need to approve a third-party access for Mailchimp. Check the checkbox and click on “Continue”. The installation is now in progress. After the installation, click on “Done”.
The package is now successfully installed.
Mailchimp and Salesforce Integration
Now, we are ready to integrate Mailchimp with Salesforce. As discussed, we will add the Salesforce contacts directly and into the leads in Mailchimp.
Search for “Mailchimp for Salesforce” and select it.
Go to the “MC Setup” tab and login to your Mailchimp account as part of the first step.
This is our Mailchimp overview:
Step 2: Lead Creation. The initial lead sync process functions to create the Salesforce leads for all existing Mailchimp subscribers that don’t already exist in the Salesforce Org as a contact or lead (based on their email address). It’s important to note that the lead creation only functions to create the Salesforce leads with the default fields (email address, first name, last name). Now, click on the “I am ready to Map fields” button.
Step 3: Choose the Salesforce fields that map to the Mailchimp fields on the right. The specified value in the “Contact” column is used in the mapping unless no contact record exists. In such case, the value comes from the specified field in the “Lead” column. Then, click on “Save”.
The Mailchimp for Salesforce is set up and is ready to start synchronizing the data. Click the “Data Sync” button on the “Settings” tab to start the magic.
Let’s click on the “MEMBER QUERIES” tab and add “New Query”.
Select the audience and go to “Next”.
Now, put a filter on the “Contact” object and click on “Next”.
Preview the query results (one record is found) and move to “Next”.
Schedule the query that runs at a specific time until the last run date. Click on “Save and Run”.
The last step is to sync the data. Navigate to the “SETTINGS” tab and enable the “Data Sync” toggle button.
Conclusion
We learned how to add the Salesforce contacts directly and automatically into the leads or members in Mailchimp by integrating it into Salesforce. It is mandatory to have a Mailchimp account (free license available) and install this app directly from the Salesforce AppExchange. Each step is explained with a screenshot for a clear understanding.
