Give your process a name, then choose ‘Realtime – updates happen as the user makes them’

Date Filtering

Select what records from Mailchimp you want to update Salesforce with, by selecting an appropriate date range for Chimpegration to filter by

Activity

Select which Activity you would like Chimpegration to perform

Retrieval

Select the Mailchimp Audience you want Chimpegration to retrieve data from. You can also narrow down which records to use by opting to select a Mailchimp segment present within that Audience.

Selecting more options will open more steps for your to update.

Salesforce Settings

Select an existing Salesforce Campaign or create a new Salesforce Campaign

Campaign Details

Set up the Campaign details as they will appear in Salesforce

Salesforce Account

If you have chosen to Add or Update Contacts, tell Chimpegration which Account should be applied to Salesforce Contacts. You can use an Existing Account or create a new Account. By default, the option to assign a Salesforce Account to new contacts and existing ones without an Account is checked.

Lead Company Name

If you have chosen to Add or Update Leads, tell Chimpegration which Company should be applied to Salesforce Leads. You can use a value that was captured in a Merge Field in Mailchimp or create a new company that will be applied to all new Leads.

Field Mapping – Contacts and Leads

Here you can map your Mailchimp merge fields to the appropriate place in Salesforce. If you are adding/updating Contacts and Leads, map the Contacts Mapping and Chimpegration will pre-populate the Leads Mapping with the same field to save you time.

If you do not wish to import certain Mailchimp fields simply ignore them in your mapping.

Matching

Choose how records should be matched:

• ‘Match email against all contacts and leads found
• ‘Match on contact id or lead ID mapped to the merge field’; select the Mailchimp field from the drop-down containing your Salesforce ID

Confirm Your Process

Review your process and click ‘save’ to start