What is the Best Email Integration Solution for Salesforce?


One of the most popular CRM platforms, Salesforce, is used by over 150,000 enterprises to fuel their marketing and sales initiatives. To generate more leads and boost revenue, businesses can utilize the software to streamline customer journeys and evaluate the success of their marketing initiatives. You may gain complete visibility into your client engagements by keeping track of every customer interaction with your brand, starting with the initial point of contact. You can use this data to continue refining your workflow and better understand your customers' demands.

What More on This?

Even if Salesforce is effective on its own, combining it with other programs can significantly boost its value by letting you collect more data and launch activities using existing programs. More than 2,500 connections and applications are available through Salesforce, which increases platform capability and advances process automation. We will discuss the best email integration solution for you to utilize Salesforce to its potential.

Check This Email Integration Solution for Salesforce −

Mailchimp- The Best Email Marketing Integration for Salesforce

Basic Information

Mailchimp, a marketing platform that specializes in automating email campaigns and marketing communications, was just named one of the top global software companies of 2021 by G2. The technology may be used by non-technical teams to easily generate complicated designs using Mailchimp's templates and AI creative assistants. Despite having a simple user interface, it can create complex campaigns and compile extensive data. Mailchimp gathers data and analytics and makes recommendations for process improvement. Using the Salesforce connector, you can quickly transmit your sales leads and contacts to Mailchimp and target them with pertinent email content. Users may create email campaigns using Salesforce leads, upload subscribers, and sync audience segmentation. They can also review Salesforce reports and campaign actions.

Know More About MailChimp

More than 15 million customers like Mailchimp because of its affordable price, especially those who own small businesses and charitable organisations. However, the integration of Salesforce and Mailchimp has challenges and peculiarities. MailChimp is the largest marketing automation platform in the world. Millions of small businesses use it to start email campaigns and generate new leads. On top of that, you can use it to create attractive email templates, online adverts, social media posts, postcards, drip campaigns, A/B tests, and much more. To connect your marketing activities across systems, this digital marketing tool may be integrated with over 250 platforms, including Salesforce, LinkedIn, Vimeo, Calendly, OpenTable, etc.

Benefits Of Integrating MailChimp with Salesforce

When you use Mailchimp and Salesforce together, you can −

  • By syncing Mailchimp with Salesforce CRM, you can link current contacts and leads in your company to all of your Mailchimp data, including subscription details.

  • Create new leads in Salesforce for emails that don't match existing leads to give your sales team more people to reach out to.

  • Regularly sync Salesforce contacts and leads with Mailchimp campaign activity.

  • Increase your understanding of your marketing engagement processes.

  • To reach your audience, provide more individualized content and targeted digital adverts.

  • View all subscriber activity data and campaign performance indicators to learn more about your audience.

Steps For Setting Up MailChimp in Salesforce −

  • Step 1 − Search for "MailChimp for Salesforce" on the Salesforce AppExchange, then click "Get it Now."

  • Step 2 − Select "Install in Production" in step two.

  • Step 3 − Select "Confirm and Install" after checking the "I have read and agree to the terms and conditions" box.

  • Step 4 − Click Install after selecting "Install for All Users."

  • Step 5 − Select "yes, give access to these third-party websites" in the Approve Third-Party Access pop-up window, then click "Continue." You must link your MailChimp account to Salesforce when the installation process has been properly finished.

  • Step 6 − Sign in to the production org, select App Launcher from the dropdown menu in the top right corner, and then choose MailChimp for Salesforce.

  • Step 7 − Select the "Login" button under the MC Setup menu.

  • Step 8 − Click OK in the pop-up box.

  • Step 9 − To link your MailChimp account with your Salesforce org, enter your MailChimp username and password and click "Login."

  • Step 10 − Open your production org now, then navigate to MC Setup. Select "I am Ready to Map Fields" after selecting the "Allow MailChimp to generate Leads in Salesforce?" checkbox.

  • Step 11 − Select a MailChimp field from the dropdown menus under the Salesforce Lead Field and Salesforce Contact Field to map your fields, then click Save.

  • Step 12 − In the Audience area of MC Setup, the user can modify the mapping by clicking the "map fields" button.

  • Step 13 − Clicking the map fields displays the mapping as follows. Users can edit the Lead and Contact fields here, which will be mapped to fields in MailChimp.

  • Step 14 − The user can sync the audience information from MailChimp by selecting "Sync Audience" in the MC Setup window.

  • Step 15 − Log into your MailChimp account to check the information with audience information synced with your organization.

  • Step 16 − By selecting the "Contacts" tab, the user may double-check the information for Contacts.

  • Step 17 − To view a subscriber's details, open any contact record and click the MC subscriber details link.

  • Step 18 − The additional data about Contact's MailChimp subscribers will be revealed.


You can manage subscribers and prospects in addition to syncing contacts and sending bulk emails because of the integration of Salesforce with MailChimp. You can check the status of the campaign or the member's activity under the Salesforce tracking option. Additionally, Salesforce continuously refreshes the campaign data.

Updated on: 19-Apr-2023


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