Salesforce and Mailchimp

Bidirectional marketing automation integration for your Salesforce sales teams and Mailchimp marketing executives delivered. Plans Starting at $0/month/company
Supported "Built on Salesforce" software
Navatar RE Petronmanager Apto Propertybase npsp
Features
Salesforce Edition must have API Enabled to use integration. Supported "Built on Salesforce" software: PatronManager, Raiser's Edge, Apto, Propertybase, and Navatar. Nonprofit Success Pack™ (NPSP) also supported.
Sync Accounts (even Person Accounts), Contacts, Leads to Mailchimp Audience(s) and Group(s) or Tag(s).
Mailchimp Contact Rating seamlessly integrated back to CRM records.
Utilize the Multiple Group Category feature in Mailchimp right within the integration to a segment from Salesforce to the right Mailchimp Group Category and Mailchimp Group under each.
Sync and remove deleted records from CRM to Mailchimp.
Connect multiple CRM instances to multiple Mailchimp Accounts and vice versa for easy Franchise management and locations.
Easily select which Salesforce Object Type, a term for like Contacts, Leads or Accounts, to be created when there is a new subscriber in Mailchimp.
Quickly select specific Marketing List or Salesforce Campaign Record Types to sync to Mailchimp Audience(s), Group(s), or Tag(s).
Filter and sync only those records that meet specific criteria from CRM or vice-versa.
Salesforce Custom Checkbox to Mailchimp Audience(s)/Group(s) segmentation feature.
Integrate Audience(s) and Group(s) membership automatically from Mailchimp to CRM. (Cazoomi Marketing List required to be installed in Salesforce Org)
Create and update new Contacts, Leads via Mailchimp or CRM.
Opt-outs managed automatically by default with the ability to override opt-out settings. (Custom Opt-Outs supported via Custom Field Mapping)
Custom field mapping between both systems.
Sync all or just specific Salesforce Campaigns and Campaign Responses from Mailchimp.
Bring back only records with opens or clicks activity to allow lead nurturing in CRM as well as what they clicked on in your drip marketing campaigns.
Retrieve Email Campaigns in Mailchimp and create an Activity for each Campaign Response.
Sync clicked URLs from Email Campaigns back to Salesforce.
Trigger Mailchimp Autoresponders from CRM field updates.
Sync and map hard bounces to CRM custom field.
Update CRM from Mailchimp contact update forms.
Salesforce always takes higher precedence over Mailchimp as the system of record. Any CRM record changes in Salesforce will always be synced to Mailchimp.
Data is synced from Mailchimp only if the email address doesn't exist in CRM at the time of syncing or you are using the Mailchimp Update Profile Form to update existing records with field updates from Mailchimp. (Field Mapping required)
See Our Pricing options, Just for you
Free Need to replace error prone CRM data import/export for your business? This is a perfect set it & forget it plan. FREE for Marketing Automation
$ 0
Per month | Per Company
Free Plan All Marketing Automation Software integrations available, sync unlimited records with 1 Integration Set-Up.
Basic This plan will get your business started with our easy point and press integration to save time integrating. Switch to yearly and save $120
$ 49 99
Per month | Per Company
Basic Plan Comes with 2 Integration Set-Ups, this plan is best for startups and small businesses with 1, 6, 12 and 24 hours syncing interval needs.
Professional Everything for a thriving business needing unlimited data integration between their disparate systems. Switch to yearly and save $240
$ 99 99
Per month | Per Company
Professional Plan Comes with 10 Integration Set-Ups and flexible syncing in minute, hour, or day intervals.
Enterprise This plan has every feature of our Pro Plan with added real-time integration feature in scheduling. Switch to yearly and save $480
$ 199 99
Per month | Per Company
Enterprise Plan Comes with 20 integrations and unlimited records sync with flexible sync scheduling and 24/7 support.
We Offer 50% OFF for Nonprofits, Education, Medicine, and Governmental Institutions
Support

Touch base with the SyncApps Experts, share ideas, and get answers to your SyncApps questions.

  • Get a SyncApps guru dedicated to review your integration with you?
  • Need some help with your Sync Profile setup?
  • Want a SyncApps Expert to hop on an online meeting to have a look into a problem you are having?

​Scaling Up and Scaling Down. For more on our Support and Consulting offers, contact us and we'll discuss all available options including referrals to access to our network of implementation partners, if needed.

How it Works
Insert your integration information

Select the Software you use to get started and name the profile. This is just a description for you to remember the Sync Profile that you created. A Sync Profile is just a term meaning your integration.

After entering your software credentials if you have questions while on any step in your Sync Profile please hover over any SyncNotes to get detailed information on that specific integration service or related item.

Add-Ons

The Add-Ons screen allows you to select those you want and more for each software you connect. Press the Add-Ons you would like to configure and Press Next.

Custom Field Mapping

Additional field mapping is optional. Basic Contact fields such as Email Address, Name, Title, Address, Company Name are already premapped for you. You can also enable static text mapping capability to sync back fields from landing pages to your software.

Field mapping from your chosen software 1 & software 2 allows you to update existing records or new records with ease. Be sure that after adding new field mapping to press Reset Sync Process from your Sync Profile page so all your data will be re-synced with the new field mappings.

Filter & Segmentation

Filtering takes your CRM, eCommerce or other records, filters based on the specified criteria and syncs the records into your target software. Filter your unlimited records bidirectionally from either software you are using today.

Segmentation syncs records from each defined segment into separate Lists, Groups, or Tags.

Does it only work if you use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches and pull records based on your filters from your software system of record?

No, it also works if you do not use Campaigns, Marketing Lists, List Views, Groups, Tags or Saved Searches. Try it out today in your Trial or, if on a paid plan, from the Add-Ons page!

Sync Scheduling

Sync Scheduling can be set up on your trial and on paid plans. Sync On-Demand is available too on all trials to allow quick testing of your software's integration. On paid plans Data and List sync occurs within this set schedule you choose. If wanting to sync your Campaign metrics in realtime then head to Step 6 for this option.

Teams

Empower your organization with our Unlimited Team Members feature so your team can manage your data integration or migration with ease!

Take your organization to the next level and keep everyone on the same page!

About Salesforce and Mailchimp integration
Stay more connected than ever using Salesforce to Mailchimp!
  • Track the total number of subscribers to your newsletters
  • Track progress on your most recent email campaigns
  • Keep track of your contacts and fans with a few touches
  • Salesforce contact and lead details synced to Mailchimp
  • Never have to manually true up your lists again!

Mailchimp has partnered with Cazoomi to deliver a new way to sync Salesforce for optimal targeted marketing!

We provide a fully integrated solution for Salesforce to Mailchimp with captured lead scoring, contact and lead data, between Salesforce to Mailchimp.

Give your small business an edge with Mailchimp.

Walkthrough video
Mailchimp Audiences, Groups, and Tags bidirectional integration for Salesforce

Insights from the Trenches

SALESFORCE MARKETING INTEGRATIONS: How to drive real-time marketing alignment inside Salesforce. A comprehensive, hands-on guide for beginners and experts alike.

The Best Things in Life Are Free

Like, our trials. Try SyncApps for free and let us know what you think.

Try For Free

25,000+ Organizations Grow with SyncApps.

Companies all over the world use the SyncApps integration to manage financial data, create better marketing campaigns, sell more, reduce their IT spend, and promote efficiency across all their departments. Join them!

Tools that Fit Right In

Integration built to fit right into your business flow. You can customize, scale up or scale down anytime. Start automating and forget manual data work.

A Solution You Can Rely on

SyncApps has been in business for more than 12 years. You can continue to rely on our dedication to innovation and our pledge to help you thrive!

Security Is Our Priority

All your data is secure with SyncApps. Our constantly reviewed and upgraded security policies are created to give you peace of mind. GDPR, CCPA, CASL and privacy policy-friendly, too!

World-Class Support

Whenever you need us, an integration expert is available to help you. Our support department is available 24/7, even if you are on a free plan!