Unlock a Mailchimp & Salesforce Integration

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Nov 10th, 2023

To get the most accurate and latest Salesforce contact data into your email marketing lists, you should consider connecting your Mailchimp and CRM (customer relationship management) accounts.

Syncing your customer and lead data between the two platforms is just one benefit of Mailchimp for a Salesforce solution.

Join us in the article below as we provide deeper details on Mailchimp and how it can extend your Salesforce experiences.

Let’s Chat: What is Mailchimp?

Mailchimp is an extremely popular platform used by a staggering 14 million paying customers! It provides email services as well as automation capabilities to marketing tasks and processes.

The email marketing platform assists marketers by letting them create and work with marketing campaigns. As this is a big focus for Mailchimp, it makes sure to provide tools for designing templates, building mailing lists, and tracking data.

One of the reasons why Mailchimp is so fortunate in the marketing field is due to their user-friendly interface. Let’s take a look at Mailchimp and how to use their features to automate marketing tasks.

To begin, your content team can create custom and personalized email campaigns and then send them to subscribers.

Next, you can also configure automated email sequences that trigger based on customer or lead actions. For example, an email can be created when a subscriber signs up for your business or makes a purchase.

And you get tools to create landing pages for promoting your products, services, and events.

There are many more features from Mailchimp to assist your marketing initiatives. If you need more examples, feel free to reach out to us.

Prepare for a Salesforce & Mailchimp Integration

By using two of the world’s most popular platforms, it would be a shame not integrating them if you work with Mailchimp and Salesforce daily.

Salesforce is the world’s leading CRM platform. Go ahead and connect it with Mailchimp to optimize your marketing and sales processes.

This integration is a solid option for creating well-organized customer engagement practices. You will begin to see your teams communicate better with customers with a simple Salesforce and Mailchimp integration. Let’s take a look at how a Salesforce and Mailchimp integration can directly help your business.

Do you need to Automate your Email Campaigns?

Marketers can create targeted and personalized email campaigns. They do this by using Salesforce data to arrange email lists found in Mailchimp. Some useful segmenting options that your marketing team can use to create emailing lists include:

Demographics of contacts.

The purchase histories of customers.

The conversations that contacts have with your sales teams.

Special Attention for Leads

Next, you could use your Salesforce and Mailchimp integration to create automated email sequences. So, if you get any changes or actions occurring in Salesforce, email sequences can be activated in Mailchimp.

A typical example of this feature is when a lead or deal that you are tracking moves to a different stage of the sales process. Sales professionals can use this feature to focus attention on leads and prospects so that they can be converted into paying customers.

Impress Customers with Personalized Emails

When you connect these two platforms, you can send your most valuable customer data to Mailchimp.

Now, your teams can access contact details, customer purchase histories, and the status of leads directly in Mailchimp.

Having access to this data immediately in Mailchimp lets marketing professionals create custom email content to engage better with customers.

Full Visibility on Email Performance

The last feature on our list worth mentioning for this dynamic duo is that your teams can view performance metrics.

This is a useful feature to objectively analyze the success of your email campaigns in Salesforce. You will be able to check your email open rates, your click-through rates, and display conversion metrics, which are essential for calculating efforts in campaigns.

Salesforce Email Integration

Salesforce is a flexible platform to help you with managing leads and customers and we understand if you don’t want to integrate it with Mailchimp.

Mailchimp might not be your platform of choice for marketing solutions. And if you can relate to this, then you can connect Salesforce to your email provider in other ways.

Let’s take a look at your other alternatives to speed up communication with customers and monitor their interactions with your business.

You don’t have to look very far. Salesforce has plugins for Microsoft Outlook and Gmail, so you can transfer emails, events, and contact data between your email provider and CRM platform.

Alternatively, you could try Salesforce Inbox. It’s a tool that can be integrated with Microsoft Outlook or Gmail. Your sales and customer support teams can use this integration to schedule emails, monitor if your messages have been opened, and send follow-up notifications.

And if you are looking for pure automation, try Salesforce Email-to-Case. This solution can automatically transform emails received from leads and customers into support cases. Salesforce Email-to-Case helps customer support teams by directing cases to agents and lets managers track all issues logged.

We hope to see you soon! 

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Disclaimer: The comparisons listed in this article are based on information provided by the companies online and online reviews from users. If you found a mistake, please contact us.