Sync Members from CRM to Mailchimp through Marketing Lists

In previous section, we synced Mailchimp Audience to Dynamics 365 CRM and eventually synced Mailchimp Members to CRM Contacts/Leads.

In this section, we will sync Dynamics 365 CRM Marketing List to Mailchimp which will eventually sync CRM Contacts/Leads to Mailchimp.

Also, it will only sync those contacts/leads which were added to the Marketing List.

This is helpful when you want to plan and execute marketing activities through Mailchimp targeting the customers in Dynamics 365 CRM. You can create Marketing List in CRM with contacts/leads and then with a single click you can initiate the sync process for that Marketing List.

There are two marketing lists, static and dynamic. When working with a Static Marketing List, you only need to initiate the sync manually the first time. Once the initial sync is completed:

Any new members added to the marketing list will automatically be synced to Mailchimp.
Any updates made to existing members of the list will also be synced automatically.
If a member is removed from the Static Marketing List in CRM, the associated tag is automatically removed from that contact in Mailchimp during synchronization.

However, when using Dynamic Marketing Lists, the behavior is different because these lists are rule-based and do not store members explicitly. Instead, members are evaluated dynamically at runtime based on the defined criteria. For a dynamic list, you have to manually sync the list every time to associate and disassociate tags/interests.

For Example: You have imported a list of contacts to Dynamics 365 CRM of those who have attended the webinar or any promotional event. Now, you want to push those contacts to Mailchimp so that the Marketing team can send them further exclusive promotional campaigns. In this case, you can create a new Marketing List '2021 Event Attendees' in CRM and add all those contacts into it.

Now to sync this Marketing List to Mailchimp, follow the steps given below: