Sync Removed MailChimp Preferences to CRM

Marketing4Dynamics supports syncing the removed interests of Mailchimp members back to Dynamics 365 CRM. With this enhancement, any interest removed in Mailchimp will also be updated in CRM, ensuring both platforms always stay in sync and reflect the member’s latest preferences.

This helps marketers maintain accurate interest data, improve segmentation, and avoid targeting contacts with outdated preferences.

Configuration Steps

Step 1: Verify Interests in CRM

  • Open a CRM record that already has Mailchimp interests associated with it.

Step 2: Enable Interest Sync Settings

To enable interest sync settings please refer to this linkarrow-up-right.

Step 3: Update Interests in Mailchimp

  • Open the corresponding member in Mailchimp.

  • Modify the member’s preferences by unchecking one or more interests.

After updating, only the checked interests will remain selected for the member in Mailchimp.

Step 4: Sync Mailchimp Data to CRM

  1. Go to Marketing4Dynamics → Setup.

  2. Click Sync Audiences or Sync Campaigns.

  1. Click Sync Now.

Once the sync is completed:

  • CRM will reflect only the interests that are currently checked in Mailchimp.

  • Any removed interests will be automatically cleared from the CRM record.

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