Integrating Salesforce with MailChimp by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Salesforce and MailChimp

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About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About MailChimp

MailChimp is all-in-one e-mail marketing platform that fits everything you need to know about your subscribers into one neat and organized place. Its powerful features and embeddable sign up forms help you build an engaged audience you can communicate with easily anywhere and anytime.

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Connect Salesforce + MailChimp in easier way

It's easy to connect Salesforce + MailChimp without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • Cleaned Subscriber

    Triggers when a cleaned subscriber

  • Click Report Members

    Triggers when member click a link.

  • New Campaign

    Triggers every time a new campaign is created or sent.

  • New List

    Triggers when a new list is added.

  • New Subscriber

    Triggers whenever a new subscriber is added to a list.

  • Unsubscribe Subscriber

    Triggers when a unsubscribe subscriber

  • Updated Subscriber

    Triggers whenever a subscriber is added or updated in a list.

  • Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Record

    Updates a existing record.

  • Add Member Note

    Adds a new note to an existing subscriber.

  • Add Subscriber to Segment

    Add subscriber's email address to a static segment within a list. Note: the email address must already be subscribed to the list, or this will fail.

  • Add Subscriber to Tag

    Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail.

  • Add/Update Subscriber

    Add a new subscriber to a list of your choice. (Note: This Connect can be used to update an existing subscriber too.)

  • Create Campaign

    Set up a campaign draft.

  • Delete Tag

    Delete tag within a List

  • Remove Subscriber from Tag

    Add an email address to a tag within a list. Note: the email address must already be subscribed to the list, or this will fail

  • Send Campaign

    Sends a campaign draft.

  • Unsubscribe Email

    Unsubscribe an email address from your selected list.

How Salesforce & MailChimp Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick MailChimp as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to MailChimp.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 11:56 pm
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