Salesforce and Mailchimp

Connect your Salesforce and Mailchimp accounts in minutes, not hours. Organize your Salesforce List Views or Campaigns into Audiences, Groups, or Tags in Mailchimp, and get valuable marketing insights inside Salesforce automatically. Custom field mapping, Salesforce Flow supported features with 250+ other integration features included.

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There is no limit to the things you can create with the Mailchimp for Salesforce integration! Better campaigns, unparalleled insights, bidirectional data flows, cooperation between departments -- all these and many others are just a click away.

Salesforce Edition must have API enabled to use integration and support "Built on Salesforce" software: PatronManager, Raiser's Edge, Apto, Propertybase, and Navatar. Nonprofit Success Pack™ (NPSP) is also supported.
Salesforce Sandbox supported.
Sync Accounts (even Person Accounts), Contacts, and Leads to Mailchimp Audience(s) and Group(s) or Tag(s).
Mailchimp Contact Rating is seamlessly integrated back into Salesforce records.
Add Contacts, Leads, or Accounts to new or existing Campaigns as Campaign Members.
Utilize the Multiple Group Category feature in Mailchimp to integrate a segment from Salesforce to the correct Mailchimp Group Category and Mailchimp Group under each.
Sync and remove deleted records from CRM to Mailchimp.
Connect multiple CRM instances to Mailchimp Accounts and vice versa for easy Franchise management and locations.
Easily select which Salesforce Object Type, a term for Contacts, Leads or Accounts, or Person Accounts to be created when a new subscriber is in Mailchimp.
Quickly select specific List Views or Salesforce Campaign Record Types to sync to Mailchimp Audience(s), Group(s), or Tag(s).
Filter and sync only those records that meet specific criteria from CRM or vice-versa.
Salesforce Custom Checkbox to Mailchimp Audience(s)/Group(s) segmentation feature.
Integrate Audience(s) and Group(s) membership automatically from Mailchimp to CRM.
Create and update new Contacts and Leads via Mailchimp or Salesforce.
Mailchimp unsubscribes are managed automatically between the Salesforce Email Opt Out field by default and can override opt-out settings. (Custom Opt-Outs supported via Field Mapping)
Bidirectional field mapping between both systems. Salesforce Opportunity fields are mappable.
Sync all or just specific Salesforce Campaigns and Campaign Responses from Mailchimp.
Bring back only records with opens, clicks, or bounce activity to allow lead nurturing in CRM and what they clicked on in your drip marketing campaigns.
Retrieve Email Campaigns in Mailchimp and create an Activity for each Campaign Response.
Sync clicked URLs from Email Campaigns back to Salesforce.
Trigger Mailchimp Autoresponders from Salesforce field updates.
Sync and map hard bounces to a Salesforce custom field.
Update Salesforce from Mailchimp contact update forms.
Salesforce always takes higher precedence over Mailchimp as the system of record. Any CRM record changes in Salesforce will always be synced to Mailchimp.
Data is synced from Mailchimp only if the email address doesn't exist in CRM at the time of syncing or you are using the Mailchimp Update Profile Form to update existing records with field updates from Mailchimp. (Field Mapping required)

Integrate Salesforce and Mailchimp

Get access 28 Days | No credit card required | Cancel anytime

As always, it’s super easy to set it up. It takes less than 10 minutes. Seriously, we’ve timed it:

1
Step 1: Authenticate Salesforce then choose the features that match your use cases and integration requirements.
1-2 minutes
2
Step 2: Authenticate Mailchimp and choose the features that match your use cases and Integration requirements.
1-2 minutes
Bonus
Bonus Feature: Review the Full Sync feature you may need for your automation.
30 seconds
3
Step 3: Select the field mapping needed to bidirectionally sync between each system.
2 minutes
4
Step 4: Select any Filtering and Segmentation if it matches your needs.
15 seconds
You’re all set! Select the schedule you need. Connect software. Achieve automation.

Plans that scale with your team

Streamlined | Automated | 24/7 Support

 
Bundle+ Built for small businesses or nonprofits seeking to increase their sales, donations, and align marketing data                            
$ 49 99
USD | Per month
Billed yearly at $479.90/yr. 20% discount
1
What's included
  • Unified dashboard with 50+ prebuilt workflows. These workflows can automate the data flows necessary for increasing sales, donations and aligning marketing strategies, eliminating the need for manual intervention
  • 1 Set Up, integration, which involves use case settings, mapping fields, and scheduling to automate any data integration process easily
  • Automate a single integration use case for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
  • Sync up to 10,000 records of sales, operations, nonprofit and marketing data per month to enhance the visibility across departments
  • Capture data hourly or 12, 24 hour sync intervals
  • Review Reports Logs with sortable reporting periods up to 30 days
  • Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 1 Filter and 1 Segmentation
  • Sync your data with a simple click, saving valuable time when it's crucial to launch marketing campaigns or transfer sales data to your marketing department
  • Our team is available during business hours to assist you with any use case through our email support services
 
Basic Designed to drive more sales, align marketing, and boost donations for your growing business, nonprofit, or institution
$ 99 99
USD | Per month
Billed yearly at $959.90/yr. 20% discount
2
Everything in Bundle+, plus
  • Unified dashboard featuring 250+ prebuilt workflows enabling your team to easily select automations that best suit your requirements for seamless integration deployment
  • Create up to 5 Set Ups to automate the software you use daily with up to 2 team members
  • Automate multiple bidirectional integration use cases for Salesforce, Nonprofit Success Pack/Nonprofit Cloud or NetSuite for Mailchimp, Klaviyo, ActiveCampaign, Constant Contact, and others
  • Sync up to 1 million records of sales, operations, and marketing data per month to enhance the visibility across departments
  • Capture data in near real-time with data sync intervals of 5 minutes
  • Collaborate with up to two team members to build bidirectional automations with built-in workflows, scheduling, reporting, use case examples, and more
  • Streamline record syncing from your CRM using Filtering and Segmentation with precise criteria by creating up to 10 Filters and 10 Segmentations
  • Sync your marketing data back to your CRM each time an integration runs with Unsubscribes, Clicks, Opens, Bounces, Links Clicked, Open and Click Rates, with valuable marketing data insights for your sales and operations department
  • Our team is available round the clock to assist you with any use case through our email support services
Live Calls
 
Agency Perfect for small or large teams, consultants, and agencies managing integrations
$ 399 99
USD | Per month
Billed yearly at $3,839.90/yr. 20% discount
500
Everything in Professional, plus
  • Discover and build new automations around your use cases with a dedicated account manager and live-call support
  • Support complex use cases with Unlimited Set Ups to scale
  • Sync up to 100 million records of sales, operations, nonprofit and marketing data per month
  • Automate syncing schedules down to every 2 minutes and the day of the week, or choose flexible syncing options such as syncing in intervals of minutes, hours, or days
  • Come together with unlimited team members and integration support with a shared Slack channel
  • Up to 12 months of custom data log retention
  • Enhanced metrics visibility with unlimited historical Campaign Metrics and integration start date settings control
  • Landing page field optimization back to CRM using Static Text mapping
  • Reduce multiple automation runtime lags by running 25+ integrations simultaneously
  • Access to phenomenal 24/7/365 support & SLAs
  • Retrieve historical campaign data from your marketing automation platform, spanning months or years
  • Scale Filtering and Segmentation with precise criteria by creating unlimited Filters and Segmentations
  • Customize your integration to suit your use cases by collaborating with our specialists. Our team will assist in incorporating additional features into your automation, ensuring it meets your use cases
We offer a 25% annual subscription discount on all plans for all Nonprofits, Education, Medicine, and Governmental Institutions. Learn more.
  • Bundle+
  • Basic
  • Professional
  • Agency
Plan Comparison
Bundle+
$ 49 99
USD | Per month
Billed yearly at $479.90/yr. (20% discount)
Basic
$ 99 99
USD | Per month
Billed yearly at $959.90/yr. (20% discount)
Professional
$ 149 99
USD | Per month
Billed yearly at $1,439.90/yr. (20% discount)
Agency
$ 399 99
USD | Per month
Billed yearly at $3,839.90/yr. (20% discount)
platform
Bundle+
Basic
Professional
Agency
250+ Prebuilt Workflows There are over 250 prebuilt workflows included in every SyncApps. These workflows can automate the data flows necessary for increasing sales and aligning marketing strategies, eliminating the need for manual intervention.
50+ prebuilt workflows
Integration Set Up Integration Set Up refers to the configuration process of two software automations, which involves adjusting settings, mapping fields, and scheduling. By duplicating a Set Up, you can easily automate any data integration process to enhance the efficiency of your business.
1
5
10
Unlimited
Number of Records to Sync Sync 10,000 to 100 million records of sales, donations, operations, and marketing data per month to enhance visibility for your business.
10 Thousand Records | month
1 Million Records | month
10 Million Records | month
100 Million Records | month
Advanced Features
Bundle+
Basic
Professional
Agency
Sync on Demand Easily sync your data at any time with a simple click. Save valuable time when launching your marketing campaigns or transferring sales data to the marketing department is crucial.
Custom Unsubscribe To ensure efficient bidirectional mapping and opt-out control, incorporate a unique unsubscribe field in your automation. By doing so, you can automatically handle unsubscribe requests without manual intervention, preventing any unintended communication with individuals who have opted out.
Checkbox Field Mapping Synchronization of checkbox field values between applications, ensuring data consistency and accuracy.
Expression Field Mapping Refine data management by implementing expression field mapping across systems via mapping data using expressions and conditional statements.
Mailchimp MultiGroups And Advanced Segmentation Efficiently move CRM records to Mailchimp Groups based on your integration's specified Mailchimp Group Category for each Mailchimp Audience.
Sync Specific Campaigns to CRM Complete control over which Campaigns sync to CRM based on testing a use case or controlling data flow back to CRM.
Sync Specific Lists Enhance marketing insights by automating the data flow from specific list(s) back to CRM.
Filter & Segmentation Control how data flows to a subset of records based on specific criteria and/or a list, group or tag. Use 5, 10 to unlimited filters and segments.
1
10
25
Unlimited
Static Text Field Mapping To boost campaign efficiency, map a value from your webpage forms or marketing automation lead records back to your CRM. This will help designate the source of the record, lead or its attribute.
Concurrent Automations Runtime To optimize automations and reduce runtime, you can now run integrations concurrently within your account. This allows for the simultaneous execution of multiple integrations.
5
25
Report Logs Enhance organizational efficiency by gaining valuable insights from historical Report Logs from 30 days, 180 days or one year.
30 days
30 days
180 days
1 year
Override Email Field Mapping You can effortlessly connect the native email field in your marketing system with a personalized email field in your CRM, allowing for two-way synchronization.
Unlimited Historical Campaign Metrics Retrieve historical campaign data from your marketing automation platform, spanning months, years, or even longer periods.
Administration & Controls
Bundle+
Basic
Professional
Agency
Sync Scheduling The scheduling of data syncing is based on your plan, which can be set to 5 minutes or 2 minutes to capture real-time business data or other preferred intervals. Days of the week and time of day are options.
Hourly or 12, 24 hour sync intervals
5 minutes
2 minutes and Flexible
Day of the week and Flexible
Team Members Ensure that all team members from your organization can collaborate effectively by adding team members responsible for setting up automation.
1
2
100
500
Agency Level Service Level Agreement The Custom Service Level Agreement encompasses support, service, build time and other benefits specifically tailored for subscribers at each Agency level.
Dedicated Integration Success Team We provide round-the-clock support via phone, chat, and email to assist your team with implementing best practices and workflows. Our 24/7 Support team also offers support case prioritization when you contact us.
5 hours of scheduled support calls Sales and Marketing can team up by conducting 5 hours of support calls each year to discuss use cases and data flows.
Tailored Solutions Customize your integration to suit your specific needs by collaborating with our integration specialists. They will assist in incorporating additional features into your automation, ensuring it meets your use cases.
24/7 Support Our team is available round the clock to assist you with any use case through our email support services.
Business hours support
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Frequently Asked Questions

After entering our free trial, you will create a SyncApps account and immediately be able to upgrade your account to purchase SyncApps. You can pay by credit card, ACH or Wire. POs are accepted by our support staff for yearly invoice subscribers.

When you sign up for your trial of SyncApps, you'll have access to all features on the SyncApps Platform. If you want to trial a specific plan, just contact our support. At any point during the trial you can choose a plan and pay by credit card from within your SyncApps account. At the end of your SyncApps trial, your data automations remains intact. You can login and select a plan to purchase at any time and upgrade or downgrade on a prorated basis. Plans are month-to-month or annual. You can upgrade/downgrade or make changes to your plan at any time (however refunds are not given for cancellation or downgrades).

Yes, we can migrate all your (API-supported) data even if the data already exists prior to using SyncApps.

Yes, the SyncApps Platform integrates your data bi-directionally from your key software to other software in your organization, as long as the data or field(s) are API-supported. Connecting multiple software is easy using our point and press platform which allows multiple automations.

Absolutely! Just book a free call with our dedicated Support team here. We can help you narrow down the right software integration flows for your organization.