Add matched Mailchimp subscribers to a Salesforce campaign
Keep campaign tracking connected across your marketing and CRM tools by adding a matched Salesforce contact to an existing campaign.
Trigger
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Action
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Why this helps
Marketing and sales campaign tracking can diverge when new subscribers are not associated with the relevant Salesforce campaign.
- Track campaign membership in Salesforce
- Connect new subscriber activity with an existing campaign
- Avoid creating duplicate people when a clear contact match exists
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 campaign membership.
- 3Tell Notis: Match the new Mailchimp subscriber to an existing Salesforce contact and add that contact to the specified existing Salesforce campaign; flag missing campaign details or uncertain matches.
- 4Pick the Mailchimp Subscribe trigger and choose where run reports should go.
- 5Test with one real subscriber and campaign example.
Questions about this workflow
Does this create the Salesforce campaign?
No. The action adds a contact to a campaign, so the target campaign must already exist and be specified in your instruction or available context.
Can this add a Salesforce lead instead of a contact?
This workflow uses the contact campaign-member action. For lead records, a separate Salesforce action is available, but matching and campaign details still need to be clear.
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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