What happens when you integrate Salesforce, our Editors’ Choice tool for customer relationship management (CRM), with MailChimp, our Editors’ Choice tool for email marketing? The answer is, you can transform one-off interactions into perpetual communications that help you turn prospects into leads, leads into customers, and customers into lifelong brand evangelists.
If you’ve got a team of developers in-house, then combining disparate Software-as-a-Service (SaaS) tools isn’t incredibly difficult, especially when both tools offer open application program interfaces (APIs). For companies lacking the technical prowess to make these connections, companies such as Zapier have simplified the integration process, enabling you to turn single software-based actions into multi-step automations.
For this article, we asked Zapier to walk us through creating a “Zap” between email marketing tool MailChimp and CRM tool Salesforce. To perform this task, you’ll need MailChimp, Salesforce, and Zapier accounts. Ready? Let’s begin.