Create a Salesforce lead for each new Mailchimp subscriber
New subscribers can become real conversations. Let Notis turn each Mailchimp signup into a Salesforce lead and keep the next step visible.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
New subscribers can sit unnoticed in Mailchimp while your team manually copies their details into Salesforce.
- Capture subscriber interest in Salesforce promptly
- Reduce manual copying between marketing and sales
- Flag missing details for follow-up instead of guessing
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 give it a name.
- 3Tell Notis: Create a Salesforce lead for each new Mailchimp subscriber, using only available details and flagging anything required that is missing.
- 4Pick the Mailchimp Subscribe trigger and choose where run reports should go.
- 5Test with one real subscriber example.
Questions about this workflow
What if the subscriber record lacks a required lead detail?
Tell Notis to flag missing information for review. Salesforce may require details such as a last name and company, so do not invent them.
Does this send a message to the subscriber?
No. This workflow creates a Salesforce lead. It does not send email or start a campaign.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Salesforce.