An automated workflow using zapier
Connects Mailchimp + Salesforce
Create Salesforce leads from new Mailchimp subscribers
About this workflow template
This automation scenario allows you to connect Mailchimp and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Mailchimp and Salesforce can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Mailchimp
New Subscriber in Mailchimp
Triggers when a new subscriber is added to an audience.
Then this action happens in Salesforce
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Salesforce leads from new Mailchimp subscribers.
Part I
Configure Applications
First, we need to connect Mailchimp and Salesforce to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Mailchimp
Choose the following trigger: New Subscriber (Triggers when a new subscriber is added to an audience.).
Then set up an Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Mailchimp and Salesforce.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Salesforce leads from new Mailchimp subscribers!
Related Automation Templates
Supported triggers and actions
New subscriber
Triggers when a new subscriber is added to an audience.
triggerbyzapieriftttautomateiopabbly-connectNew campaign
Triggers when a new campaign is created or sent.
triggerbyzapierautomateiopabbly-connectpipedreamalbatoNew subscriber in segment or tag
Triggers when a subscriber is added to a segment or tag within an audience.
triggerbyzapierNew or updated subscriber
Triggers when a subscriber is added or updated in an audience.
triggerbyzapierNew unsubscriber
Triggers when any current subscriber unsubscribes from an audience.
triggerbyzapierpabbly-connectNew customer
Triggers when a new customer is added to a selected store.
triggerbyzapierautomateiopipedream
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
Apps you need
Mailchimp is an all-in-one marketing platform that helps you design email newsletters, automate campaigns, track results and more. Grow your business smarter, faster and easier with Mailchimp.
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
