Mailchimp has a nice connection with Salesforce to sync records back for ongoing marketing campaigns. Mailchimp captures good data on those campaigns (opens, clicks, unsubscribes) that is not natively added to the Contact record in Salesforce so that sales reps in Salesforce can prioritize those Contacts interacting with ongoing email campaigns. Mailchimp does have a little inline page we can add to Lead or Contact records:
but we wanted to get Mailchimp data directly on the Contact, instead of having to click through to inline pages just to get high level details.
Mailchimp has two related objects that can be used to move Mailchimp activity to their parent Lead or Contact: Mailchimp Subscriber and Mailchimp Activity. The Mailchimp Subscriber object offers the direct relationship from Lead or Contact to the record over in Mailchimp. The Mailchimp Activity object is a child object of the Mailchimp Subscriber and maintains all activities that subscriber has taken. Therefore, to get Mailchimp Activity up to the Lead or Contact we have to go through the Mailchimp Subscriber object. Once on the Mailchimp Subscriber object, we can just use a formula field from Lead or Contact to Mailchimp Subscriber to show the Last Activity. That’s done through a fairly simple process: create a text field on Mailchimp Subscriber called ‘Last Activity’ then create a Flow on Mailchimp Activity. When a Mailchimp Activity record is created, set a text variable to the name of the Last Activity – then, find the parent Subscriber record and set this custom field with the variable. Update the Mailchimp Subscriber record. With the Last Activity text field set on the Subscriber, then use a simple formula field on Lead or Contact to pull this value on to the Lead or Contact record:
Now, on Leads or Contacts in Salesforce we can report on Mailchimp Last Actions:
