Connect MailChimp to Salesforce: A Step-by-Step Guide

Updated at: 18/06/2025

Want to supercharge your marketing efforts? Connecting Mailchimp to Salesforce seamlessly integrates your email marketing with your CRM. This step-by-step guide shows you exactly how to link these powerful platforms. Learn to automate processes, improve data accuracy, and gain valuable insights into your customer journeys. Stop juggling spreadsheets and start leveraging the full potential of integrated marketing! Let's get started.

Step-by-Step Instructions

  1. Access AppExchange

    • Access Salesforce App Launcher.
    • Go to AppExchange and search for "MailChimp for Salesforce".
    • Select the official "MailChimp for Salesforce" app and click "Get it Now".
    Select the official "MailChimp for Salesforce" app and click "Get it Now". Select the official "MailChimp for Salesforce" app and click "Get it Now". Select the official "MailChimp for Salesforce" app and click "Get it Now".
    Access AppExchange

  2. Install MailChimp App

    • Allow the app exchange API permissions.
    • Complete the app installation in your Salesforce org. Fill in any required company details.
    Complete the app installation in your Salesforce org. Fill in any required company details. Complete the app installation in your Salesforce org. Fill in any required company details.
    Install MailChimp App

  3. Connect MailChimp Account

    • Log in to your MailChimp account through the app.
    Log in to your MailChimp account through the app.
    Connect MailChimp Account

  4. Map Salesforce and MailChimp Fields

    • Map the Salesforce fields (Leads and Contacts) to MailChimp fields.
    • Save the field mappings.
    Save the field mappings. Save the field mappings.
    Map Salesforce and MailChimp Fields

  5. Configure Data Sync

    • Review the settings, especially enabling data sync.
    Review the settings, especially enabling data sync.
    Configure Data Sync
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Tips

  • Ensure you have the correct permissions in Salesforce to install apps.
  • Carefully map the fields to ensure accurate data transfer between Salesforce and MailChimp.
  • Utilize the "Member Queries" feature to automate adding leads or contacts to MailChimp audiences based on specific criteria.
  • Monitor the data sync and subscriber activity within the app for any issues or discrepancies.

Common Mistakes to Avoid

1. Incorrect API Key

Reason: Using the wrong MailChimp API key or an expired one will prevent the connection from being established.
Solution: Double-check your MailChimp account for the correct API key and ensure it's active.

2. Mismatched Field Mappings

Reason: Inconsistent or incorrect mapping of Salesforce fields to MailChimp audience fields leads to data syncing errors or incomplete data transfer.
Solution: Carefully review and match the corresponding fields in both Salesforce and MailChimp, ensuring data types align.

FAQs

What are the benefits of connecting Mailchimp to Salesforce?
Connecting Mailchimp and Salesforce allows for automated email marketing based on Salesforce data, improved data accuracy by syncing subscriber information, better segmentation for targeted campaigns, and more efficient lead nurturing through automated workflows. Ultimately, it improves marketing ROI by streamlining processes and delivering more personalized communications.