Salesforce Mailchimp Microsoft Teams Integration

Salesforce-Mailchimp-Microsoft Teams Integration

Industry:
Healthcare

Technology Used:

  • Salesforce Triggers
  • Apex Classes
  • Microsoft Teams API
  • Mailchimp Integration

Client:

A medical equipment and accessories company seeking to automate communication and contact management during the pandemic and beyond.

Requirement:

  • Automated Meeting Creation:Eliminate manual meeting invites by automatically generating Microsoft Teams meetings upon task creation for customers.
  • Customer Profiling:Establish a centralized platform for managing customer profiles and activities within Mailchimp.
  • Contact Synchronization:Automatically create corresponding contacts in Salesforce upon new additions in Mailchimp.

Solution Delivered:

TechWize implemented a custom integration leveraging Salesforce triggers, Apex classes, and a Microsoft Teams account

  • Automated Meeting Scheduling:Developed a trigger that fires upon task creation, triggering an Apex class to interact with the Microsoft Teams API.
  • Meeting Details:The Apex class gathers meeting details (start time, end time, attendees, subject, description) and automatically sends a meeting request through Microsoft Teams.
  • Meeting Validation:Meeting details are returned to Salesforce for confirmation and record-keeping.
  • Mailchimp Integration:Implemented a solution to automatically create customer profiles in Mailchimp based on Salesforce data.
  • Contact Synchronization:Established bi-directional synchronization between Mailchimp and Salesforce, ensuring new contacts are added to both platforms.

Results:

The client was able to get the following results –

The implemented solution significantly improved communication efficiency and contact management

  • Reduced Manual Workload:Automated meeting creation eliminated 80-90% of manual effort, saving time and resources.
  • Enhanced Productivity:Streamlined communication processes led to increased productivity and improved customer service.
  • Improved Accuracy:Automated tasks minimized human error and ensured meeting details were accurate and consistent.
  • Post-Pandemic Benefits:The solution's value extended beyond the pandemic, providing ongoing automation and improved contact management.
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