Pause and Resume Sync (Contacts & Leads) in Dynamics 365 CRM with Mailchimp

Marketing4Dynamics gives you the flexibility to pause the synchronization of contacts and leads present in your Dynamics 365 CRM with Mailchimp. This is useful when you need to update or verify information before executing any important actions in Mailchimp.

Let’s understand this feature with a simple example.

Update Contact Information in CRM Before Syncing in MailChimp

Suppose you want to update the First Name / Last Name / Email / Phone Numbers / Address of a record in Dynamics 365 CRM. Since this data syncs with Mailchimp, it's important to ensure only correct and verified information is pushed from CRM to Mailchimp.

Before pausing the sync of a contact, you can check that the same contact already exists in your Mailchimp audience.

Note: You can only Pause or Resume sync for contacts and leads that have already been successfully synced from Dynamics 365 CRM to Mailchimp OR vice versa.

Here’s how you can use the Pause/Resume Sync feature in this scenario in Dynamics 365 CRM:

Step 1: Pause Sync of Contact

You can pause the sync of Contact in below two ways:

1. From the Home Grid: Locate the contact in the list view and click Pause Sync button from the command bar.

1. From Within the Contact Record: Open the record and click Pause Sync button directly from the ribbon bar.

Once the sync is paused, you will see the Sync Status change from Synced to Paused. This means the record will no longer sync with Mailchimp until you resume it.

Step 2: Update the Contact Information

Now that the sync is paused, you can update the necessary contact details, such as the First Name / Last Name / Email / Phone Numbers / Address.

This ensures that Mailchimp doesn't receive incomplete or incorrect data during the update process.

Step 3: Verify and Resume Sync of Contacts

After updating the record details:

• Your Manager (or authorized user) can verify the updated data.

• Once confirmed, you can resume sync in one of two ways:

• From the Home Grid: Select the contact record and click Resume Sync from the command bar.

• From Within the Record: Open the contact record and click the Resume Sync button on the ribbon bar.

Once resumed, the sync status will change from "Paused" to "In Progress".

After successful syncing, it will be seen as Synced.

Step 4: View Updated Record in Mailchimp

Finally, open Mailchimp and navigate to the corresponding audience. You’ll now see the updated information for the contact reflected accurately in Mailchimp.

Note: This same process can be followed for Lead records as well. You can pause and resume the sync for Leads using the same steps described above.