Mailchimp + Salesforce: Part 6 - Sync Campaign Members from Mailchimp

This video will show you how to write an automation that will add campaign members to your Salesforce campaigns when emails are sent to your Leads and Contacts via Mailchimp. The Mailchimp integration creates records in the MC Subscriber Activity object each time a person receives an email or interacts with your email. We can use these records to create campaign members and update their campaign member status based on their engagement with the email.

We will walk you through how to create two apex classes and an apex trigger that will control the automation. We tried to use flow, but the flow was running into duplicate errors when processing more than one MC Subscriber Activity record for a single Contact in the same batch. There is no way for us to control the batch size in the Mailchimp package, so the only way to automate this is with Apex.

If you are not developer, don't worry! These instructions should be thorough enough to help you from start to finish. If you get stuck, reach out to us in the comments below - we are happy to help!

The steps in this video are dependent on the steps you completed in Part 3 - Sync Mailchimp Campaigns to Salesforce Campaigns using flow. If you have not completed the steps in part 3, the automations in this video will not work properly.

Click on the thumbnail to the right to watch this tutorial on YouTube.

If you're looking for a high level quick how-to be sure to check out our sister site's original article on Blu Ninjas.