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MailchimpMAILCHIMP FOR SALESFORCE · GUIDE

Getting started.

Your first steps with Mailchimp for Salesforce.

See how audiences and email activity connect with your Salesforce records.

3 minute readMailchimp support

In this article

  • This guide shows you how Mailchimp for Salesforce works from a user’s perspective
  • At the bottom of every support guide there is a searchable list of FAQs.
  • Installation guide can be found here

Before proceeding ensure your Salesforce administrator or consultant has installed and setup the application. Also check that you have one of our permission sets to allow access.

What is Mailchimp for Salesforce?

Mailchimp for Salesforce is a native Salesforce application that seamlessly connects Mailchimp with Salesforce. As a native app, it is installed directly into your Salesforce org, ensuring a secure and integrated experience alongside your existing Salesforce records.
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This integration provides real-time visibility of Mailchimp data within Salesforce, helping to align your marketing and sales efforts more effectively. You can easily use Mailchimp data to create new Salesforce contacts, leads, accounts, and personal accounts.
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In addition, our powerful import tools allow you to automatically push data from any Salesforce object to Mailchimp. You can also leverage our invocable actions within Salesforce Process Builder to automate your workflows and streamline your processes.

Next Steps

Below are the articles that we recommend reading and the best next steps.

FAQs

Does Beaufort 12 have a Data Processing Addendum (DPA)?

Can you provide security reviews?

Does Mailchimp for Salesforce work with Agentforce?

How do I add members to an audience

How can I reduce my costs?

Do you support professional edition?

How frequently is my data updated?

Do you have access to our data?

Do you offer product demos?

What versions of Salesforce do you support?

NEXT GUIDE

Setup Guide

Keep exploring Mailchimp for Salesforce.

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Mailchimp supportFor Salesforce · By Beaufort 12

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