8 {{ upvoteCount | shortNum }}
8 {{ upvoteCount | shortNum }}

How to capture a lead in Salesforce from the signup form in Mailchimp

by Sridhar Ramamoorthy
5 replies
Hi All,

I have created a signup form in MailChimp. The signup form contains First Name, Last Name, Email Address. After the prospect provides all the details on that signup form and Hit subscribe button. Immediately the contact got created on the Mailchimp.

My question here is it possible that the above prospect details have been captured as a lead on the Salesforce instance. Do I run any synchronization on the Salesforce side?
Appreciate all your comments.

Thanks All!
#capture #form #lead #mailchimp #salesforce #signup
  • Profile picture of the author dburk
    Hi Sridhar,

    The way Mailchimp recommends integrating with Salesforce is via the MailChimp For SalesForce App.

    HTH,

    Don Burk
    Signature

    * Get Results - Outsource Your PPC Management |
    *     Don Burk Advertising & Marketing - www.donburk.com

    {{ DiscussionBoard.errors[11106626].message }}
    • Profile picture of the author Sridhar Ramamoorthy
      Hi Don,

      Thanks for the reply.
      Already I have installed Mailchimp for Salesforce app on my Salesforce instance. On my Mailchimp account, I created a list. Check the link below, https://www.screencast.com/t/dCXN1fziwcQ

      After the above step, I logged into my Salesforce instance, selected "Mailchimp for Salesforce" app -> under MC Setup -> clicked on "Refresh All Lists". After doing this, I can able to see the list in Salesforce, which I created on my MC account. Until here I can understand all things. Please check the link below,
      https://www.screencast.com/t/3q2TL5EiU0G2

      Under "MailChimp Settings", I see "Allow MailChimp to create Leads in Salesforce". What is the use of this?

      I turned on the Data Sync button also, the lead is not getting created on the Salesforce.
      Here the lead meaning is the subscriber which I added on my MailChimp account. The subscriber should be created as a Lead on my Salesforce instance, right?

      Please assist me here, If I'm lost somewhere

      Thanks,
      Sri
      {{ DiscussionBoard.errors[11107245].message }}
      • Profile picture of the author dburk
        Originally Posted by Sridhar Ramamoorthy View Post

        Hi Don,

        Thanks for the reply.
        Already I have installed Mailchimp for Salesforce app on my Salesforce instance. On my Mailchimp account, I created a list. Check the link below, https://www.screencast.com/t/dCXN1fziwcQ

        After the above step, I logged into my Salesforce instance, selected "Mailchimp for Salesforce" app -> under MC Setup -> clicked on "Refresh All Lists". After doing this, I can able to see the list in Salesforce, which I created on my MC account. Until here I can understand all things. Please check the link below,
        https://www.screencast.com/t/3q2TL5EiU0G2

        Under "MailChimp Settings", I see "Allow MailChimp to create Leads in Salesforce". What is the use of this?

        I turned on the Data Sync button also, the lead is not getting created on the Salesforce.
        Here the lead meaning is the subscriber which I added on my MailChimp account. The subscriber should be created as a Lead on my Salesforce instance, right?

        Please assist me here, If I'm lost somewhere

        Thanks,
        Sri
        Hi Sri,

        Sounds like you may have skipped over the sync settings and didn't map you mailchimp fields to the appropriate SalesForce lead fields.

        Did you follow all the steps on this page for syncing your Mailchimp to Salesforce?

        Connect MailChimp for Salesforce | MailChimp.com: KB Article

        Note:

        Not all MailChimp for Salesforce features are supported by the Salesforce Sandbox. If you choose to use the app in the Salesforce Sandbox, data will not sync properly to MailChimp.

        To ensure the app functions as expected, we recommend you Install in production and that you choose the Install for All Users option.

        Step 1: Authenticate

        Before you can create leads or sync data, you'll need to connect your MailChimp account to Salesforce. This process is known as authentication.

        To authenticate your MailChimp account, follow these steps.
        1. Log into your Salesforce account.
        2. Click the Apps drop-down menu and choose MailChimp for Salesforce.
        3. Cursor clicks MailChimp for Salesforce.
        4. Click the MC Setup tab.
        5. Cursor clicks MC Setup.
        6. Click Login.
        7. In the pop-up window, click OK.
        8. Input your MailChimp username and password and click Log In.
        If you manage multiple MailChimp accounts, choose the account you want to connect to Salesforce. Now that you've authenticated MailChimp, you're ready to set up lead creation.

        Step 2: Lead Creation

        Lead creation allows MailChimp to create Salesforce leads from your MailChimp subscribers who aren't already Salesforce leads or contacts.

        To allow MailChimp to create leads, follow these steps.
        1. Check the box next to Allow MailChimp to create Leads in Salesforce?
        2. Click I am Ready to Map Fields.
        3. Cursor clicks I am ready to map fields.
        If you don't want to allow lead creation at this time, click I am Ready to Map Fields to move to the next step. If you choose to not to allow lead creation, MailChimp for Salesforce won't create leads from your existing MailChimp subscribers. Only subscribers added to your list after lead creation is enabled will be added as leads in Salesforce.

        Step 3: Map Fields

        We need you to tell us which Salesforce data fields to map to your MailChimp list fields, so that we can be sure to sync information to the correct place. You can choose to map Salesforce fields to your existing MailChimp lists fields or add additional fields.

        To map your fields, follow these steps.
        1. Click the drop-down menus under Salesforce Contact field and Salesforce Lead field to match them to an existing MailChimp field.
        2. Screenshot of Step 3: Map Fields screen.
        3. Click Save.
        You'll be prompted to map fields for every MailChimp list in the connected account. If you don't want to map fields for a particular list, click Save to move ahead in the process.
        It's real easy to skip over a step because SalesForce designed to be easy to do that for people that are only syncing in one direction. Perhaps you skipped one of those essential steps, or chose Sandbox instead of production mode?

        Click the edit button on your synch settings and check to make sure you got all those options configured the way you want it to work.

        If you still cannot figure it out try contacting Salesforce for support, they out to be able to help you out.

        HTH,

        Don Burk
        Signature

        * Get Results - Outsource Your PPC Management |
        *         Don Burk Advertising & Marketing - www.donburk.com

        {{ DiscussionBoard.errors[11107832].message }}
        • Profile picture of the author Sridhar Ramamoorthy
          Hi Don,

          The above link was very helpful. I installed the App and started from the Scratch. All works the way I wanted.

          But still, one thing is confusing to me. I've enclosed a screencast link, there you can see "Not Synced", what is that? I don't know whether the Sync happened or not. Please explain to me what that section is all about?

          https://www.screencast.com/t/6Y8Pub4yyK

          Thanks,
          Sri
          {{ DiscussionBoard.errors[11112066].message }}
          • Profile picture of the author dburk
            Originally Posted by Sridhar Ramamoorthy View Post

            Hi Don,

            The above link was very helpful. I installed the App and started from the Scratch. All works the way I wanted.

            But still, one thing is confusing to me. I've enclosed a screencast link, there you can see "Not Synced", what is that? I don't know whether the Sync happened or not. Please explain to me what that section is all about?

            https://www.screencast.com/t/6Y8Pub4yyK

            Thanks,
            Sri
            Hi Sri,

            Not synced means not synced.

            Check your settings. Check the prerequisites. Check that you are not in Sandbox mode.

            If you still cannot figure it out try contacting Salesforce for support, they ought to be able to help you out. That's what they are paid to do.

            HTH,

            Don Burk
            Signature

            * Get Results - Outsource Your PPC Management |
            *             Don Burk Advertising & Marketing - www.donburk.com

            {{ DiscussionBoard.errors[11112091].message }}

Trending Topics