Salesforce and Mailchimp integration + automation

Salesforce and Mailchimp integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Mailchimp connectors, which can connect to any service without the need for separate integration tools.

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MailChimp logo
Integrations

Integrate Salesforce + Mailchimp seamlessly

Build hyper-personalized email marketing campaigns that convert more prospects and boost win rates with quick and easy Salesforce + Mailchimp integrations. You can use our low-code API connector to bi-directionally sync Salesforce + Mailchimp with any data source, without relying on IT support.

Our 100% visual, drag-and-drop builder makes it easy for any business user to build custom integrations that connect email, webhooks, FTP, flat files (such as CSVs), and any cloud-based tool (even using data within custom fields). Connect your entire tech stack to seamlessly flow actionable insights across your sales and marketing stack.

Auto-sync lead and contact data to drive more-effective campaigns with powerful, multi-step Salesforce + Mailchimp automation. You can design customized, automated workflows that ensure lead and contact accuracy, equip marketing teams with key customer details and insights, and make campaign performance analysis quick and easy. Drive strategic alignment across teams and win more deals with Salesforce, Mailchimp, and the Tray Platform.

Salesforce and Mailchimp Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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MailChimp logo

Mailchimp

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Triggers
Webhook
Connector TypeTray Connector
Operations
Archive list memberDelete ecommerce storeDelete list memberDelete orderList listsCreate customerCreate ecommerce storeCreate member in listCreate orderCreate segment memberDelete customerGet ecommerce storeand 8 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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