Skip to content

Email Marketing Integration With Salesforce

Salesforce marketing clouds allows for the quick and simple integration of salesforce to mailchimp. Both are industry leaders in the ecommerce and data collection market, providing powerful and revolutionary platforms for their users. These platforms are only going to improve as time goes on, allowing more seamless integration into other applications and services. As of now, you can integrate Salesforce with MailChimp using only the data available in Salesforce. MailChimp provides a schema that describes the required fields and their data types, but there is currently no way to create or modify records on either side of this integration (except creating tags and segments which are not supported by SFDC). The fields you can use to import and export data are the many standard Salesforce field types, including Lookup (LKP), Picklist (P), Number / Currency, Text, Excel Sheet (XLS), Date, Boolean (BOOL) and more. The Salesforce Marketing cloud allows you to create a marketing automation workflow that can be triggered by email and campaign activities. The workflow can collect records from Salesforce, or your other favorite marketing tools, and pass data on to a third party app or campaign monitor. You can even schedule social posts from the records. All of this creates a comprehensive solution to nurture your leads through every stage of your funnel.

The integration is easy to set up, and you can be up and running in just a matter of minutes. Ultimately this will save you time and resources, while also helping to strengthen your relationship with your customers. With that said, let’s walk through the steps you need to take in order to have a successful integration. The most obvious benefit of integrating a sales CRM with Salesforce is that you can not only capture leads, but also track their interest level and update them on show details. If the prospect signs up for an event and then retracts their interest, this will be recorded on the lead’s record, which you can use to customize your email openers. Salesforce, a customer relationship management (CRM) provider, offers several email marketing solutions that can be integrated with the CRM system. The first includes Salesforce Email Professional Services and Salesforce Marketing Cloud— both of which are available with a free 30-day trial. The paid subscription for the Salesforce Integration for MailChimp allows for greater customization, access to higher permission roles and up to 20 integrations as long as it is part of your Salesforce AppExchange package. It also includes professional services.

The Salesforce Marketing Cloud offers a variety of ways to connect your marketing automation with many email applications such as MailChimp and Hubspot. In this article, you will find detailed information on everything you need to know about accessing and exporting your MailChimp and HubSpot contacts or leads lists. In this article, we covered all of the above topics pertaining to Salesforce Email Marketing Integration. We have explained the integration between Mailchimp and Salesforce in detail, along with the benefits of enabling it. Hopefully, you are now aware of all the facts of this integration. If this article was able to answer your questions or clarify some aspects about Salesforce Email Marketing Integration, then do share it with others by clicking on one of the social sharing buttons located at the end of this article! The Salesforce Marketing Cloud offers a number of email marketing tools to communicate with all kinds of audiences. At the very least, you can use email to communicate new product offerings, and in many cases, you can even send timely emails about individual sales and deals that may appeal to different customer subsets. In all cases, integration between these tools and Salesforce makes them more useful, and more accessible to any business user who wants to work with them.

While many businesses are already utilizing Salesforce and MailChimp together, it is helpful to know how they are connected and how to market your business through both platforms. To showcase the power of the MailChimp for Salesforce integration, we’ll walk you through a common scenario for marketers using both platforms: executing a drip campaign that uses data from Salesforce and MailChimp to segment recipients based on their behavior (or lack thereof) with an e-book, landing page, and email campaign.Once you’ve integrated MailChimp with your Salesforce CRM, you’ll be ready to get the most out of your email marketing and sales tools. Salesforce and MailChimp have developed a collection of powerful integrations that make it easy for users to develop a strong, seamless marketing process for their business. Though this integration is relatively simple, the sheer number of features offered by each software means that it can be customized to fit just about any business’ specific needs. With the right automation and segmentation strategies, marketers can create email campaigns that grow their sales at minimal cost.

Email marketing is always more effective when it’s a part of a larger strategy. One of the best ways to plan your strategy on email marketing is to integrate it with your CRM system. In this guide, we’ll explore several different ways you can do that.

The one-stop Salesforce Soapbox integration with Mailchimp

Salesforce Soapbox offers one-stop integration with Mailchimp and Campaign Monitor. You can import your Leads and Contacts from Salesforce to Mailchimp or Campaign Monitor using a single click.

Then, you can send targeted emails by configuring the email templates in Salesforce Soapbox. The one-stop Salesforce Soapbox integration with Mailchimp helps you get started quickly without any hassles so that you can focus on other important aspects of your business.

The native integrations for email marketing and CRM

Email marketing and CRM are two of the most important parts of any business.

MailChimp and Salesforce are both great platforms that allow you to streamline your campaigns and track their performance. But because they’re different in how they work, it can be hard to find a way for them to work together. However, there are two native integrations between these two platforms that make them work seamlessly together: MailChimp for Salesforce, by Zapier; and Chimpify for Salesforce, by ChimpWorks.

These integrations will integrate your email list into your main database so that when you add or remove customers from one list, it automatically updates on both sides!

Integrate your forms with Mailchimp

You can integrate your forms with Mailchimp in order to send leads to your sales team, marketing team, and support team. This is a great way for the different departments of your company to collaborate on leads that come through your website.

First, go into Salesforce using Salesforce1 (the mobile app). Select Leads then click on New.

Then enter information about the lead such as their name, email address, phone number and other relevant information needed by each department in order to continue processing them through the pipeline towards conversion or close. When finished click Save button at bottom of screen then select View Fields from drop-down menu above Save button which will open up a popup window showing all fields available for editing purposes now go ahead and select Email Template from left hand navigation bar located just above page title area (see screenshot below) and choose Create New Email Template option at top right corner of popover window followed by clicking Save button located on bottom right side corner next one down from Create New Email Template option previously mentioned above

Integrate your forms with Campaign Monitor

There’s an easy way to integrate your forms with Campaign Monitor. The integration allows you to create campaigns and send them directly from Salesforce, adding a layer of automation for sending out marketing emails. It’s extremely simple to set up:

  • First, go to the AppExchange Marketplace in Salesforce and search for “Campaign Monitor API” (make sure you have access).
  • Install the plugin onto your account. Make sure that you have the correct permissions before proceeding—if not, contact your account administrator immediately! You can find more information on how to grant access here:
  • Once installed, click “Enable Integration” at the top of your Campaign Monitor account page within Salesforce.*

Learn about all the different ways to integrate these two platforms to be stronger together.

Well, there are two ways to integrate your email marketing campaigns and Salesforce. The first option is to build an integration yourself. This can be a great option for companies who have a high technical capacity and want to do it themselves. If that sounds like you, we recommend using Zapier as your tool of choice for building integrations.

The second option is one-stop shopping: use Soapbox’s built-in integration with Mailchimp or Campaign Monitor (or both).

If you choose this option, the only thing left for us to do is set up your account so that all of those lovely leads funnel directly into Salesforce when they come in through your Soapbox forms!


The last thing we wanted to mention is that Salesforce and Mailchimp are both platforms that are designed to grow with your business. If at any point you find yourself needing more functionality or features, both platforms offer a suite of pricing options that can help you get the tools you need. In fact, Mailchimp also offers a free version if you’re just getting started and it’s also highly scalable. And since they’re cloud-based solutions, they’re always being updated and improved so that businesses of all sizes from small start-ups to large enterprises will always have access to an email marketing solution

Leave a Reply

Your email address will not be published.