7 Key Features of the Mailchimp to Salesforce Integration You Need to Know
If you're using Salesforce to manage your customer relationships and Mailchimp for email marketing, integrating the two platforms is a no-brainer. But why? The official Mailchimp to Salesforce integration unlocks powerful features that help you streamline your workflow, improve communication, and make smarter decisions.
In this article, we’ll highlight seven standout features of the integration that can take your marketing and sales alignment to the next level. Whether you’re new to the integration or considering it for the first time, this guide will give you the insights you need.
1. See Email Activity Alongside Your Salesforce Records
Tired of switching between platforms to see who’s engaging with your campaigns? With this integration, Mailchimp email activity syncs directly into Salesforce records. You’ll see who opened your emails, clicked a link, or didn’t engage—all within the Contact or Lead record.
Why It Matters:
This feature gives your sales team instant insights into how leads and customers are interacting with your marketing efforts, so they can prioritise follow-ups or tailor their approach.
2. Map Salesforce Data to Mailchimp for Better Personalisation
Data-driven marketing is no longer optional—it’s essential. The integration allows you to map Salesforce fields to Mailchimp, so your email campaigns are powered by the customer data you already have.
Example:
Use a field like "industry type" or "purchase history" from Salesforce to create segmented email lists in Mailchimp. Send targeted campaigns that speak directly to your audience's interests and needs.
Why It Matters:
Personalisation boosts engagement, builds trust, and drives better results. This feature ensures you’re making the most of your Salesforce data.
3. Work with Any Salesforce Object
Whether you’re working with standard Salesforce objects like Contacts and Leads or custom objects tailored to your business, this integration has you covered.
Flexibility at Its Best:
Imagine syncing email campaign data with a custom object for event registrations or tracking Case progress. The integration adapts to your unique business needs.
Why It Matters:
You’re not limited to predefined data—this feature ensures the integration works for your business, no matter how you’ve customised Salesforce.
4. Powerful Reporting with Salesforce Dashboards
Campaign success isn’t just about clicks and opens; it’s about the bigger picture. With Salesforce reports and dashboards, you can see how your email marketing is driving conversions, audience growth, and more.
What You’ll Love:
These dashboards provide a bird’s-eye view of your campaigns, enabling you to track ROI and identify areas for improvement—all without leaving Salesforce.
Why It Matters:
With these insights, you can make data-backed decisions to optimise your marketing strategy and justify your efforts to stakeholders.
5. Unsubscribe Management Made Simple
Staying compliant with email marketing laws like GDPR and CAN-SPAM is crucial. The integration automatically syncs unsubscribes between Mailchimp and Salesforce, so you don’t have to manage them manually.
Peace of Mind:
When a recipient unsubscribes in Mailchimp, that information instantly updates in Salesforce. This prevents you from accidentally emailing someone who opted out.
Why It Matters:
It protects your reputation, ensures compliance, and saves time—letting you focus on growing your audience instead of managing unsubscribes.
6. Flexible Automation and Scheduling Options
Automation is the secret to scaling your marketing efforts without adding more work. The integration offers scheduled imports and the ability to create Leads, Contacts, and Accounts from Mailchimp data.
Example:
Set up an automation to sync new sign-ups from Mailchimp into Salesforce daily, ensuring your sales team always has the latest leads.
Why It Matters:
You’ll save time, reduce manual errors, and ensure your teams are always working with up-to-date information.
7. Robust Security to Protect Your Data
In today’s digital landscape, security is non-negotiable. The Mailchimp to Salesforce integration by Beaufort 12 is built with security at its core, ensuring your data remains safe and compliant.
Key Security Features:
- No External Token Storage: All sensitive data, such as API tokens, is stored securely within Salesforce, reducing vulnerabilities.
- Alignment with Modern Standards: By adopting protocols like OAuth, the integration provides shorter token lifespans, granular permissions, and easy revocability for enhanced protection.
- Salesforce Security Review: As a Salesforce-managed package, the integration undergoes rigorous code reviews, penetration testing, and compliance checks to ensure the highest level of security.
Why It Matters:
Unlike other integrations, which may store sensitive information externally, this solution minimizes risks, protects your business from evolving threats like AI-driven attacks, and ensures your data is always in safe hands.
Why This Integration Matters for Your Business
Integrating Mailchimp with Salesforce is more than a convenience—it’s a competitive advantage. It bridges the gap between marketing and sales, empowering your teams to work smarter and deliver better results.
Imagine having all your customer data and campaign performance in one place, automated processes to save time, and actionable insights to grow your business. The Mailchimp to Salesforce integration makes this a reality.
What’s Next?
If you’re ready to take your marketing and CRM strategy to the next level, the Mailchimp to Salesforce integration is a must-have tool.
Download your free trial here.
Need help getting started? Reach out to one of our expert partners for assistance in setting up and optimising the integration to drive your marketing success!
