An automated workflow using integromat
Connects Mailchimp + Salesforce
Add new subscribers from Mailchimp to Salesforce as leads
About this workflow template
This automation scenario allows you to connect Mailchimp and Salesforce
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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 integromat:
Diagram
How it works?
When this trigger fires in Mailchimp
Watch Subscribers in Mailchimp
Triggers when a new subscriber joins a list or is updated.
Then this action happens in Salesforce
Create a Record in an Object in Salesforce
Creates a new record in an object.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new subscribers from Mailchimp to Salesforce as leads.
Part I
Configure Applications
First, we need to connect Mailchimp and Salesforce to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Mailchimp to Make.com.
Give Make.com access to your Mailchimp account, using Mailchimp credentials.
Connect Salesforce to Make.com.
Give Make.com 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 Make.com.
Set up a Trigger action for Mailchimp
Choose the following trigger: Watch Subscribers (Triggers when a new subscriber joins a list or is updated.).
Then set up an Action for Salesforce
Choose this action: Create a Record in an Object (Creates a new record in an object.).
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 Add new subscribers from Mailchimp to Salesforce as leads!
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-connectpipedreamNew 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-connectUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate lead
Creates a new lead in Salesforce.
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
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
