Make Mailchimp unsubscribes visible in Salesforce
An unsubscribe is important communication context. Record it in Salesforce so future planning starts with the preference the person actually expressed.
Trigger
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Action
Create note
Creates a new note attached to a salesforce record with the specified title and content.
Why this helps
An opt-out recorded in Mailchimp may not be visible to teammates planning other communications from Salesforce.
- Surface opt-out context where sales reviews records
- Reduce the chance that teams overlook a Mailchimp unsubscribe
- Preserve the event as a note for human review
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 unsubscribe visibility.
- 3Tell Notis: Find the matching Salesforce record using available subscriber details and add a note that the person unsubscribed from Mailchimp; flag uncertain matches for review.
- 4Pick the Mailchimp Unsubscribe trigger and choose where run reports should go.
- 5Test with one real unsubscribe example.
Questions about this workflow
Does a Salesforce note enforce a global suppression?
No. This workflow records context in a note. It does not change Salesforce fields or enforce communication permissions across systems.
What if a matching Salesforce record is not found?
Configure the instruction to report that no clear match was found so a teammate can review it.
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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