MailchimpMAILCHIMP FOR SALESFORCE

Every detail.
Better connected.

Bring Mailchimp audiences, email activity and your Salesforce data together. Build more relevant campaigns, with every customer conversation in context.

GOOD TOGETHER. BETTER CONNECTED.
Mailchimp membership and email activity alongside a Salesforce record
More context. Right where you need it.

A closer look

Built around your day.

A few good connections.
A lot of useful possibilities.

01 / CORE FEATURES

Start with who you know.

Your audience and email activity, in the Salesforce your team knows.

Email activity alongside records

See Mailchimp email activity alongside your Salesforce records.

Read the guide ↗
Add contacts and leads

Manually add Salesforce contacts or leads to Mailchimp.

Read the guide ↗
Map Salesforce data

Map Salesforce fields to Mailchimp audience fields.

Read the guide ↗
Reports and dashboards

Use stored Mailchimp data in Salesforce reports and dashboards.

Read the guide ↗
Audience data in Salesforce

See Mailchimp audience membership and details in Salesforce.

Read the guide ↗
Unsubscribe contacts and leads

Manage email preferences for contacts and leads.

Read the guide ↗
Any Salesforce object

Use the Data Wizard to work with data from any Salesforce object.

Read the guide ↗
Person accounts

Work with Salesforce person accounts as part of your audience workflow.

Read the guide ↗
INSIDE MAILCHIMP FOR SALESFORCECore features
Mailchimp campaign activity in Salesforce.
02 / SETTINGS

Your connection. Your controls.

Keep the integration aligned with your organisation.

Salesforce storage

Manage the data stored in Salesforce to suit your organisation.

Read the guide ↗
Other email fields

Work with email fields beyond the standard Salesforce Email field.

Read the guide ↗
INSIDE MAILCHIMP FOR SALESFORCESettings
Mailchimp campaign activity in Salesforce.
03 / AUTOMATION

Keep your audience moving.

Let configured processes take care of repeatable work.

Email opt-out sync

Connect Salesforce email opt-out with Mailchimp subscription preferences.

Read the guide ↗
Scheduled imports

Schedule Data Wizard imports to send Salesforce data to Mailchimp automatically.

Read the guide ↗
Automated rename

Use the automated rename options available in the integration.

Read the guide ↗
INSIDE MAILCHIMP FOR SALESFORCEAutomation
Mailchimp audience members in Salesforce.
04 / SUPPORT

A good connection. Real help.

Guides, answers and people who understand the integration.

Knowledge base

Browse setup guides, walkthroughs and practical answers.

Read the guide ↗
Basic email support

Contact the Beaufort 12 team for help with the integration.

Contact the team ↗
Salesforce partner network

Talk to us about a trusted partner who can help with onboarding. Partner services may be charged separately.

Contact the team ↗
A LITTLE HELP GOES A LONG WAYSupport

A little help.
Right when you need it.

Find a guide, ask the AI assistant, or get in touch with the Beaufort 12 team.

Open search & AI chat
Guides, answers and people who can help.

One connection. Shared context.

Good for your work.
Even better for your team.

Useful information, in a familiar place. So everyone can pick up the conversation.

FOR MARKETING

Build a more relevant audience.

FOR SALES

See the activity behind the next conversation.

FOR ADMINS

Make the connection work your way.

The practical details

Good to know.

How does the free trial work?

Try Mailchimp for Salesforce free for 14 days. Follow the setup guide to install and connect your account.

Can I try it in a Salesforce sandbox?

Mailchimp for Salesforce sandbox trials do not expire.

How do I purchase or cancel?

Purchase through Salesforce Checkout. Prices are in US dollars and subscriptions renew monthly. You can change your plan or cancel at any time.

A good place to start

Your next campaign.
A little more connected.

Mailchimp supportFor Salesforce · By Beaufort 12

How can we help?

Guides, answers and a little human help.

Explore the support guidesSetup, features and troubleshooting Contact the teamSend us a message