Mailchimp Salesforce Integration and Connector

🔷 Connect multiple Mailchimp accounts to Salesforce Org.

🔷 Easy to sync audiences from your Mailchimp account to the Salesforce Org.

🔷 You can perform the Mailchimp actions from your Salesforce Org

🔷 Import segments, members, and campaigns from Mailchimp to Salesforce.

🔷 Interactive UI and UX at the Salesforce end.

🔷 Real-time data synchronization of Subscribers and Unsubscribers.

🔷 Sync multiple audiences conveniently.

🔷 You can schedule the export process of leads, contacts, and person account data.

🔷 Add custom logic for record import/export from Mailchimp

🔷 Easy to maintain the logs of your sync data if you get issues in the synchronization process.

🔷 Manage Mailchimp Merge fields from Salesforce.

Firstly, you have to register an app by creating it in Mailchimp and then connect it with Salesforce. The detailed steps for the process are as follows:-

• Create a Mailchimp account 
• Then register an application
  • Open your Profile 
  • Then click on the Extras option
  • Under that select the Registered Apps option

• Then click on the button Register an App

• Now, fill out the details in the form and make sure not to leave any of the fields empty.
• Copy the Redirect URI from the Salesforce Credentials window and then paste it here 
• Click on the Create button.

• After that, copy the Client ID and Client Secret from Mailchimp and paste it into the Salesforce Credentials Window.

• You won’t be able to see or copy this client’s secret again. Save it somewhere secure, or use it to connect your application right away.

Note: If you lose this client secret, you’ll need to rotate to a new one and update any external usage.

• Once you install ChimpConnect from AppExchange.
• You are required to assign the permission sets.
• In Quick Search, type permission Sets then click on the Permission Sets option.
• In the Permission Sets window, click on the ChimpConnect option to open its permission sets.

• Then click on the Manage Assignments button.

• Now click on the Add Assignment button from the right side of the window.

• Select the user to whom you want to assign the Permission Sets.
• Then click on the Next button.

• Click on the Assign button from the bottom right side of the window.
• When assigned, click on the Done button and you are done.

• Login to your Salesforce account
• Open App Launcher
• Click on View All then select ChimpConnect

• Click on the ➕ icon to add a 🆕 credential/account of MailChimp to Salesforce.

• A credentials window opens up, from here you have to copy the Redirect URI and paste it into the Mailchimp Register an App form.
• After that, you get the Client ID and Client Secret in the Mailchimp account. Copy them from Mailchimp and paste them into this Credentials window of ChimpConnect.
• Then click on the Save button.

You can connect multiple accounts to your Salesforce Org and these accounts can also have multiple audiences as well.

• Click on the Connect button.

• It redirects you to the Mailchimp login page.
• Enter your credentials and allow access to your account.
• Now, you see the name of the button changes from Connect to Connected.

As we said above, you can connect multiple Mailchimp accounts to your Salesforce Org. So for configuration, you have to click on the Gear icon of the account for which you want to do the configuration setup. The same goes with the delete option, you can click on the delete icon in front of the account that you want to delete.

• Click on the gear icon of the specific account or the account you have connected to recently.

Note: If you enable Lead or Contact/Person Account creation then the record will be matched using the Email value to prevent duplication.

• In the configuration window, if you have multiple audiences then select the audience from the top right corner.
• Then in Merge Field Mapping, choose the option from contact or person accounts to enable mapping.

• Lead Mapping- Enable the import and export toggle of the fields and also select the fields with which you want to map the data.

• Contact Mapping- Enable the import and export toggle of the fields and also select the fields with which you want to map the data.
• After that, click on the Save and Proceed button.

• In the Real-time Settings tab, you have to do Real-time Import settings.
• Select the site from the drop-down.

• Now it validates the site and shows a green tick mark as shown in the below image.
• After this, you are able to select the webhook events that you want in real-time sync from Mailchimp to Salesforce. 
• Select them and send them in the box named Selected using the >> arrow.

• Now, click on Real-time Export settings, and enable the toggles for which you want real-time export sync from Salesforce to Mailchimp.
• Click the Save and Proceed button.

• Now in the Log Settings tab, you have to enter the number of days you want to store the logs.
• For this, click on the Edit button.
• After that, enter the no. of days.
• Then click on the Save and Proceed button.

Note: You can add a maximum of 100 days only. It records logs whether you import or export the data.

• In the tab Export Conditions, you have to select the Object (Account, Lead, segments, contacts, etc) for which you want to apply the conditions.
• In the tab Import Conditions, you have to select the Object (Account, Lead, segments, contacts, etc) for which you want to apply the conditions.

You can easily create quick actions in your Salesforce to make the workflow easier. Furthermore, it helps save you time in accessing the information. If you want to create quick actions then you can create the following actions as per the object.

• Audience
  • Export To Mailchimp
• Campaign
  • Export To Mailchimp
  • Import from Mailchimp
  • Mailchimp Action
  • Select Template
• Segment
  • Add MC Segment Options
  • Export To Mailchimp
  • Import from Mailchimp
• Subscriber
  • Export To Mailchimp
  • Import from Mailchimp
• Account
  • Export To Mailchimp
• Contact
  • Sync MC Campaign Stats
  • Export To Mailchimp
• Lead
  • Sync MC Campaign Stats
  • Export To Mailchimp

There are 2-row actions available:

1. Delete: Click the Delete icon from row actions to delete the specific record.
2. Import: Click the Delete icon from row actions to delete the specific record.

• Mailchimp Default Account: Choose the account to display the records and work on it.
• Search Box: Search for the record you are looking for.
• Filter: Add a Filter to customize the record list in any object.

• Other Settings: You can do settings that are as follows: 
  • Select fields to display:  You can select the specific fields that you want to see in the List view of Objects. Further, click on the Gear icon and select “Select Fields to Display”. Now do the selection and click on the Save button.

• • Fields to search: You can specifically add the fields against which you can search into your list view on different objects. For this, you have to select the option “Search Fields to Search”

• • Reset Column width: If you have changed the width of the columns to check records data and now you want to set it as they were before. Then click on this option to reset the column width.

• Delete: You can Delete the records in bulk. However, the option is enabled when you select the records.
• Mass Import: You can do Mass Import of records from Mailchimp to Salesforce.
• Bulk Export: You can do Bulk Export of records from Salesforce to Mailchimp. This option is enabled when you select the records.
• Add Condition: You can add conditions for the import process whenever required. This option is also available in the Campaigns, Subscribers, Segments, and Tags objects.

• Select Template: In this option, you can select from the default templates and customize them as per your requirements for campaigns.

• Mailchimp Default Account: You can select the Mailchimp account in case of multiple accounts.
• Select Audience: Select the Audience in case of multiple audiences. This option is also available in Subscribers, Segments, Tags, and Groups objects.

🔷 Audience: A list view of Audiences that you have synced from your default Mailchimp account.

🔷 Campaigns: Check the list view of Campaigns that you have synced from your default Mailchimp account.

🔷 Subscribers: Here is the list view of Subscribers that you have synced from your default Mailchimp account for the selected audience (if multiple).

🔷 Segments: Here is the list view of Segments that you have synced from your default Mailchimp account for the selected audience (if multiple).

🔷 Tags: The list view of Tags that you have synced from your default Mailchimp account for the selected audience (if multiple).

🔷 Groups: Here is the list view of Groups you synced from your default Mailchimp account for the selected audience (if multiple).

🔷 Logs: In case of any issue while importing or exporting the records then you can check them here in the Logs section.

🔷 Schedule Export: You can also schedule your export process as per your requirements in Mailchimp Salesforce integration.