Track campaign events on Salesforce leads
When a Mailchimp campaign event gives your team a reason to track a lead, add the matched lead to the corresponding Salesforce campaign.
Trigger
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Action
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Campaign engagement can remain disconnected from sales follow-up when a lead's activity is not reflected in Salesforce campaign membership.
- Reflect relevant activity in Salesforce campaign membership
- Give sales a clearer engagement trail
- Keep uncertain lead matches out of automatic updates
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for lead engagement tracking.
- 3Tell Notis: For the qualifying Mailchimp campaign event, match the person to an existing Salesforce lead and add that lead to the specified existing campaign; flag uncertain matches or missing campaign details.
- 4Pick the Mailchimp Campaign trigger and choose where run reports should go.
- 5Test with one real event and lead example.
Questions about this workflow
What counts as a qualifying campaign event?
Use the event details available in Mailchimp trigger data and state which event should count. If the trigger does not provide enough detail, Notis cannot infer it.
Will this create a lead if none exists?
No. This workflow adds an existing lead to a campaign. Create a lead separately if that is part of your intended process.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Salesforce. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Mailchimp and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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