Update Salesforce Lead and Contact Email Opt Out Field from Mailchimp Contact’s Subscription Status with Process Builder.

Did you install the Mailchimp Integration App in your Salesforce Org?

It helps you managing your Mailchimp subscribers from Salesforce leads and contacts, upload Mailchimp subscribers as Salesforce leads, build segments in your Mailchimp audience, and view Mailchimp campaign activity and reports in Salesforce.

But! What happens when a subscriber’s subscription status changes from a Mailchimp audience?
When a contact’s subscription status changes from a Mailchimp audience, their subscription status appears on the Mailchimp Membership Visualforce page inside a Contact or Lead record but it doesn’t mean that the Email Opt Out field on their Salesforce Contact or Lead got updated.

This is what Mailchimp says about it: “The Email Opt Out field on their Salesforce Contact or Lead record will not change.”

As an awesome Salesforce Admin, how can you automate this task so that you don’t have to periodically update this field manually? Use Process Builder to create a process that does it for you.

This is how my Process works:

Node 1: Member Status has changed to Unsubscribed

Immediate Actions: Update Lead Email Opt Out to True, Update Contact Email Opt Out to True

Node 2: Member Status has changed to Subscribed

Immediate Actions: Update Lead Email Opt Out to False, Update Contact Email Opt Out to False

Node 3: Member Status has changed to Cleaned

Immediate Action: Delete Lead Email
The reason why I’m deleting these emails is because they are considered as Hard Bounces in Mailchimp so there’s no reason for us to keep them.

I hope this helps you and saves you time. To me, this meant more time to dive into “Trailhead” and support my clients in other ways.

Let me know if you have any questions.

Cheers!
Gaby

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