Integration Method
Native Integration Available
Great news! Salesforce has a built-in, native integration for Mailchimp. This is the recommended connection method as it offers the most reliable data sync with the lowest maintenance overhead.
Method: Native (AppExchange)
Details: Requires 'Mailchimp for Salesforce' app by Beaufort 12. Bi-directional sync.
Why Connect Salesforce & Mailchimp?
Eliminate Data Silos
Keep Salesforce and Mailchimp in sync so your team always works with accurate, up-to-date information.
Automate Workflows
Reduce manual data entry and let automated triggers handle the handoff between your email stack.
Better Reporting
Unified data across Salesforce and Mailchimp means clearer insights and faster decision-making.
How to Set Up the Integration
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1
Open Salesforce and navigate to Settings → Integrations or the App Marketplace.
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2
Search for Mailchimp in the integrations directory and click Install or Connect.
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3
Authorize the connection by logging into your Mailchimp account via OAuth and granting the requested permissions.
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4
Configure your sync preferences — select which fields and records to synchronize, then save.
Ready to Get Started?
Try Mailchimp and see how it connects with Salesforce to streamline your workflow.
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