MailChimp and Salesforce CRM can communicate with each other and automatically handle those tedious – but so important – data synchronization chores. In this post, we’ll see how easy it is to have Salesforce CRM automatically create a lead record whenever someone subscribes to your MailChimp list.
Synching Unsubscribes with Salesforce
Posted by Michael on
When someone unsubscribes from your mailing list, MailChimp can automatically notify Salesforce to mark the corresponding lead or contact record as having “opted out” of further email communication. That way, you can easily keep your MailChimp and Salesforce data in synch, and MailChimp will empower your customers to manage their own preferences across all your communication channels.
This post will explain the easy steps for setting up a MailChimp “WebHook” that will send the unsubscribe notifications, as well as the Visualforce page that will listen for the notifications and update any relevant Salesforce records.
Our goal is to eventually have full integration between MailChimp and all the major CRMs. It’s why we’ve invested so much into building a robust API.
Our first “baby step” in that direction is our recent integration with Salesforce.com and Highrise (37signals’ CRM product). If you’re a MailChimp user, you can now give us your Salesforce or Highrise information, and we’ll import your customers into a list, so you can send an email campaign to them (and track opens, clicks, etc).
We call this a “baby step” because for now, it’s a one-way conversation. In future releases, we’ll introduce functionality to sync data “both ways.” Stay tuned.
Batchbook is an exception to all this. Their CRM is MailChimp-ready right out of the box, so the integration is easy and seamless (check out their demo video here). You can quickly build segments within Batchbook by searching your customer “tags” and “super tags.” Then, you pass the list over to MailChimp with the click of a button. MailChimp gives them two opposable thumbs up!