How to Integrate Campaign Monitor with Salesforce Using MultiSync Made Easy

Campaign Monitor is widely used to manage email campaigns and subscriber data, but when that information also needs to be available in Salesforce, keeping both platforms connected becomes important. Manually moving this data can take extra time and can also make it harder to keep records updated.

With Campaign Monitor and Salesforce, MultiSync Made Easy provides a way to connect the two platforms and sync the required data. In this guide, we’ll show you how to get the Campaign Monitor API credentials, complete the authentication, map the required fields, and sync the data into Salesforce.

Quick Steps to Integrate Campaign Monitor with Salesforce

Step 1: If you already have a Campaign Monitor account, sign in. If not, create a new account and log in.

Step 2: After logging in, you will be taken to the Campaign Monitor dashboard.

Step 3: From the available options, select Integrations and then click OAuth Registration.

Step 4: Campaign Monitor supports OAuth 2.0. Enter the required Callback URL in the Redirect URL field to obtain the Client ID and Client Secret needed for authentication.

Step 5: After completing the registration, open the available application details and select View to access your Client ID and Client Secret.

Step 6: Log in to Salesforce, navigate to MultiSync Made Easy, select All, and search for Campaign Monitor to begin the Campaign Monitor integration with Salesforce.

Step 7: Select Campaign Monitor, enter the Client ID and Client Secret, and select Save & Authentication.

Step 8: After saving the authentication details, enter your Campaign Monitor username and password, select Continue, allow the required access, and complete the authentication process.

Step 9: Once authentication is complete, select Import to begin bringing the required data into Salesforce.

Step 10: Now, click Proceed to continue with the import process.

Step 11: Select MSME External ID, then choose Preview Mapped Data. Review the mapping and select Validate Field Mapping, followed by Save Field Mapping.

Step 12: Once the field mapping is saved, select Sync Data to start the synchronization.

Step 13: After the synchronization is complete, the Campaign Monitor data will be synced with Salesforce through MultiSync Made Easy, and the corresponding records will be created successfully.

You can also refer to the Campaign Monitor API reference to find the API URL and other information required for retrieving data.

Conclusion

By following the above steps, you will successfully connect Campaign Monitor with Salesforce, configure the required authentication and field mapping, and sync your data using MultiSync Made Easy. This provides a straightforward way to keep the required campaign data available in Salesforce.

Using the Campaign Monitor Salesforce integration can help simplify data movement between both platforms, while MultiSync Made Easy works as a Salesforce ETL tool to support the required data synchronization.

For further assistance, contact us at Support@multisyncmadeasy.com.