How to Sync Salesforce Contacts & Sales Leads to Mailchimp Using Pabbly Connect

Learn how to integrate Salesforce with Mailchimp using Pabbly Connect for seamless contact synchronization. Step-by-step guide included! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Salesforce and Mailchimp Integration

To begin syncing Salesforce contacts with Mailchimp, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page and signing up for a free account. This allows you to utilize the automation features available in Pabbly Connect to create workflows that connect Salesforce and Mailchimp seamlessly.

Once you’ve signed in, navigate to your dashboard and click on the ‘Create Workflow’ button. Name your workflow something like ‘Salesforce to Mailchimp Automation’ and click on the ‘Create’ button. This is where you will set up the trigger and action for your integration.

2. Configuring Salesforce as the Trigger in Pabbly Connect

In this step, you will configure Salesforce as the trigger application in your Pabbly Connect workflow. Search for Salesforce in the trigger application section and select it. Next, choose the trigger event as ‘New Contact’ which will activate the workflow whenever a new contact is added to Salesforce.

• Select the trigger application: Salesforce
• Choose the trigger event: New Contact
• Connect to Salesforce by allowing access

After connecting, you will see that the trigger checks for new contacts every three hours. Click on the ‘Save and Send Test Request’ button to fetch the details of the most recent contact created in Salesforce. This ensures that the integration is working correctly before proceeding to the next step.

3. Adding Mailchimp as the Action in Pabbly Connect

Now that Salesforce is set up as the trigger, the next step is to add Mailchimp as the action application in your Pabbly Connect workflow. Search for Mailchimp and select it, then choose the action event as ‘Add New Member with Custom Fields’. This action will allow you to add new contacts from Salesforce directly into Mailchimp.

To connect Mailchimp, you will need to enter your Mailchimp API key. You can find this in your Mailchimp account under the profile settings. Copy the API key and paste it into the designated field in Pabbly Connect. You’ll also need to specify the data center name, which is part of your Mailchimp account URL.

4. Mapping Fields from Salesforce to Mailchimp

Once Mailchimp is connected, the next step in Pabbly Connect is to map the fields from Salesforce to Mailchimp. This involves selecting the audience list in Mailchimp and mapping the email address, first name, last name, and mobile number of the contact from Salesforce to the corresponding fields in Mailchimp.

For example, map the email address field from Salesforce to the Mailchimp email field, the first name to the first name field, and so on. Ensure that all required fields are filled out before proceeding. After mapping the fields, click on ‘Save and Send Test Request’ to check if the contact is added successfully in Mailchimp.

• Map email address from Salesforce to Mailchimp
• Map first name and last name accordingly
• Select subscription status as ‘Transactional’

After successfully testing the request, you should see the new contact appear in your Mailchimp audience list, confirming that the integration is working as intended.

5. Finalizing the Integration and Testing

At this point, your Pabbly Connect workflow for syncing Salesforce contacts with Mailchimp is set up. To finalize the integration, simply click on the ‘Save’ button to ensure all configurations are stored. You can now test the automation by adding a new contact in Salesforce.

Once you add a new contact in Salesforce, return to Pabbly Connect and click on ‘Save and Send Test Request’ again to fetch the latest contact details. Verify that the new contact is added to Mailchimp correctly. This confirms that your automation is functioning correctly and will run in the background automatically in the future.

Conclusion

In conclusion, using Pabbly Connect to integrate Salesforce with Mailchimp allows for seamless contact synchronization. By following the steps outlined above, you can ensure that new contacts added in Salesforce are automatically updated in Mailchimp, enhancing your email marketing efforts.