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Activity › Forums › Salesforce® Discussions › what would be the best practise for connecting mailchimp with Salesforce?

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  • Jade

    Member
    November 21, 2018 at 12:57 PM

    Hey Eiyu,

    It seems like you are using MailChimp for Salesforce Campaigning.

    If so you might consider using some of the recommended best practices in your implementation.

    Resource : https://support.cazoomi.com/hc/en-us/articles/114094221552-Mailchimp-for-Salesforce-Campaign-integration-best-practices

     

     

     

  • William

    Member
    December 5, 2018 at 3:47 AM

    Here is step by step process for Salesforce MailChimp integration through an app.

    Firstly, install and configure the app in Salesforce. The app is quickly available at the Salesforce AppExchange for download.

    Once you have installed the app successfully, the next step is to define MailChimp sections to your content layouts. For this purpose, go to the Setup -> leads/Contacts -> Fields -> Layouts.

    In the Layout, you can see the VisualForce page. Simply drag and drop the Membership Contact section to the layout created by the MailChimp app you installed currently.

    For professional or unlimited editions, you can also add MC fields in the layout designer section. You have the flexibility to change the fields in the Layout Designer section.

    Don’t forget to save the changes at each step.

    Reference - https://www.janbask.com/blog/mailchimp-and-salesforce-integration/

  • Dharani M

    Member
    December 5, 2018 at 10:49 AM

    The Mailchimp for Salesforce app offers a combination of features to help you target your leads and contacts, and sync data between Mailchimp and Salesforce.

    For more information about salesforce visit:

    https://www.upshottechnologies.in/salesforce-administrator-training-in-bangalore/

    https://www.upshottechnologies.in/salesforce-developer-training-in-bangalore/

  • Deepika

    Member
    August 20, 2020 at 5:53 AM

    Hey Dharani,
    The best practice for connecting MailChimp with Salesforce is through third-party applications. An application that I would like to personally recommend is ChimpConnect. You can know more about this application here:
    https://eshopsync.com/mailchimp-salesforce-integration/
    https://eshopsync.com/mailchimp

  • Angie

    Member
    June 17, 2021 at 10:24 AM

    You may find out about our Mailchimp for Salesforce integration best practices like:

    What You Should Know Before You Start MailChimp Salesforce Integration Project

    Mailchimp vs Salesforce Marketing Cloud

    How to Integrate Mailchimp with Salesforce

    How to Send Contacts from Salesforce to MailChimp

    How to Add New Field Values

    How to Delete Contact from Your List

    How to Link the Mailchimp Subscriber and Its Activity to Leads and Contacts

    How to Update Mailchimp Data in Salesforce

    How to Import Leads from MailChimp After the Initial MC4SF Setup

    More Mailchimp for Salesforce Best Practices

    In my guide " Best Practices on How to Use Mailchimp with Salesforce

  • Abhishek Mathur

    Member
    June 28, 2021 at 10:47 AM

    Hello Eiyu

    The best way to integrate Salesforce and Mailchimp is through a third party application.

    Step 1 – Install and configure app in Salesforce org. (Apps available in AppExchange)

    Step 2 – Define MailChimp sections to content layout.

    Step 3 – Drag and drop membership contact section through Visualforce page.

    Step 4 – Add MC fields in case you have professional edition.

    Step 5 – Save the changes

    Personally, I would suggest you to take the help
    from professional Salesforce consultant. For details on Salesforce Mailchimp
    integration services, you can take help from here – https://www.fexle.com/salesforce-mailchimp-integration

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