Combined Reporting: Salesforce + Mailchimp
How do you get one set of numbers you can trust? askotter reads Salesforce and Mailchimp together and answers it for your business, by text.
How does combined reporting with Salesforce and Mailchimp work for a small business?
askotter reads Salesforce and Mailchimp side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
Read the full answerShow less
The owner asks follow-up questions by text.
- From Salesforce
- Leads and opportunities, Account and contact data, Pipeline stages and velocity.
- From Mailchimp
- Campaign performance, Audience segments, Automation workflows.
- Status
- Salesforce and Mailchimp are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing Salesforce or Mailchimp. Both keep working exactly as they do now.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads Salesforce and Mailchimp side by side, so it can combine your accounts into one clean report you can ask questions of.
A person checks the result before it reaches you. This is part of our PPC management work.
How Salesforce and Mailchimp records line up
Salesforce and Mailchimp both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Salesforce and Mailchimp both keep the UTM source, medium and campaign values from the visit, so activity lines up campaign by campaign even when no single person can be matched.
Shared between the two: the customer email address and the UTM campaign tags.
What combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From Salesforce that means contact emails and account domains. From Mailchimp it means subscriber emails.
Salesforce and Mailchimp are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
Salesforce on its own
Salesforce sees leads, accounts and opportunities. It knows which campaign produced a lead only when someone records it there.
Timing. Salesforce opportunity stages move when someone updates them, so pipeline data is as current as the team's CRM habits.
Access. A connected app with read-only access to Lead, Contact, Account and Opportunity.
Mailchimp on its own
Mailchimp sees who received and clicked. It cannot see what the reader did after landing on the site.
Timing. Mailchimp reports opens and clicks per campaign. Apple Mail Privacy Protection inflates opens, so clicks are the steadier signal.
Access. The Mailchimp Marketing API with an OAuth connection.
Related guides
- LinkedIn Ads to Salesforce: Why Your Attribution Is Broken. The gap between what LinkedIn claims and what your CRM shows is a measurement problem nobody set up correctly.
- How to Get Your Business Into Google AI Overviews. The box above the results is the new first position.
Services that use these connections
Other analyses: Salesforce + Mailchimp
Questions about Salesforce + Mailchimp
Do I need a developer to connect Salesforce and Mailchimp?
How is askotter's Combined Reporting different from what Salesforce shows on its own?
Salesforce + Mailchimp is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.