Mailchimp and Salesforce Integration

With every new service you add, you have to shout louder and make the effort to ensure you get the most engagement. Mailchimp is one of the most recognizable and ubiquitous tools that help you with this. Mailchimp executes marketing tasks with an easy-to-use, yet powerful interface that lets marketing teams and admins take charge of communication easily. But even then, there are essential platforms that just work better together.

A MailChimp and Salesforce integration is one such integration.

Salesforce MailChimp Integrations pull their weight 

With data synchronization, you can link and share data you have collected from your email campaigns directly with a Salesforce admin or marketing team. This personalized information can then be segmented by criteria and used for lead creation by automating marketing tasks over it to retain customers and attract new leads. The campaigns created and subscribers won under this can finally be managed, updated, and tracked easily for each segment created. And with customizations, users can even query their Salesforce database from Mailchimp. As a popular MailChimp alternative, Salesforce users generally lean towards a Zapier-based Mailchimp Salesforce integration.

It sounds easy because it is when you’ve integrated with Salesforce.   But before you get started with the integration (even if it’s a Salesforce Mailchimp Integration through AppExchnage), we have some best practices for you to consider to make the integration successful and effective.

Best Practices and Pre-Requisites for Integrating a Mailchimp API

1. Pricing and Data Storage

Pricing bands of an email marketing software like Mailchimp usually depend on the number of contacts, subscribers, and leads. For more storage space, you can always choose a pay-as-you-go subscription. When you integrate MailChimp with Salesforce, you can add numerous leads and contacts to Salesforce. But, in case your Salesforce instance can only handle limited API calls compared to your emails, you can choose to increase the API calls to synchronize two systems temporarily.

2. Lead Management Process

Once you have qualified the leads and checked the system compatibility of the system, track and mark them as New, Qualified, or Unqualified to avoid redundant communication.

3. Salesforce Edition Compatibility

You might have to go for an enterprise version or higher since y every Salesforce edition can’t be integrated with third-party email software providers like MailChimp. Editions like Enterprise, Professional, Developer, Unlimited, Group, and Force.com can be relied on for integration success. 

4. Sales and Marketing Resources

The objective of MailChimp Salesforce integration, to integrate sales tools with marketing tools, also needs your sales and marketing teams to be synchronized and arrive at a consensus for the quality of leads to decide on sales processes.

5. Email Marketing Strategy

Content needs to be planned and delivered in segments like leads, customers, and subscribers with the right signals. It also needs to be used to feed nurturing campaigns, related collateral, snippets, and ads.

Get an integration for your teams

Jump ahead with a  MailChimp and Salesforce integration. Run campaigns smoothly and forget about losing contacts or information. Reach out to our Salesforce experts for this integration at sales@360degreecloud.com.