How to Use Your Automated Static Marketing List for Mailchimp Synchronization

Overview

Many customers already have Power Automate flows or other customizations that automatically add or remove Contacts and Leads from a static Dynamics 365 Marketing List based on their own business rules, for example:

• Adding Contacts or Leads to a “Marketing Decision Makers” list when their Job Title matches Marketing Manager, CMO, or Head of Marketing

• Adding Leads to a “Healthcare Prospects” nurture list when their Industry is set to Healthcare

• Adding Leads to an “Event Attendees” list when they register for a webinar or trade show

• Removing a Contact or Lead from a list when their Industry, Job Title, or Region no longer matches the target segment

• Removing a Lead from a nurture list once its Lead Status changes to Disqualified

If that same Marketing List is also synchronized with Mailchimp through Marketing4Dynamics, you don’t need to build a second, separate flow to keep Mailchimp in sync. You can reuse the existing flow; you only need to make sure it adds and removes members through the actions Marketing4Dynamics can detect.

This is fully supported for both Contacts and Leads. However, the method used to add or remove members matters: Marketing4Dynamics automatically detects member changes only when the supported Dynamics 365 Marketing List actions are used.

Why This Matters

When members are added using the supported Dynamics 365 actions, Marketing4Dynamics automatically:

• Populates the synchronization information required for Mailchimp

• Marks the member as synchronized

• Queues the member for automatic synchronization

• Manages the associated Mailchimp Tags and Interests

• If members are added or removed through other methods, these synchronization steps are not performed automatically. You may then notice:

• Members displaying “-” instead of “Synced”

• New members not appearing in Mailchimp until Sync Now is run manually

• Mailchimp Tags or Interests not being updated correctly

Supported Method for Adding Members

Use the Dynamics 365 out-of-the-box unbound action AddListMembersList. Marketing4Dynamics monitors this action and automatically prepares newly added members for synchronization.

Power Automate configuration

• Action type: Perform an unbound action

• Action name: AddListMembersList

Parameter	Description
ListId	Marketing List GUID
MemberIds	Array of Contact / Lead / Account GUIDs

Supported Method for Removing Members

Use the Dynamics 365 out-of-the-box unbound action RemoveListMembersList. Marketing4Dynamics monitors this action and automatically prepares the removed members to disassociate their tags and interests from Mailchimp if applicable.

Power Automate configuration

• Action type: Perform an unbound action

• Action name: RemoveListMembersList

Parameter	Description
ListId	Marketing List GUID
MemberIds	Array of member GUIDs

Note: Marketing4Dynamics only detects added or removed members through the AddListMembersList and RemoveListMembersList actions; any other way skips synchronization setup.

What Happens Automatically

When the supported actions are used, Marketing4Dynamics automatically performs the following:

Operation	Marketing4Dynamics Behavior
Member added	Populates synchronization fields
Member added	Marks member for synchronization
Member added	Synchronizes member to Mailchimp
Member removed	Removes the associated Mailchimp Tag
Member removed	Removes the associated Mailchimp Interest

Example Flow

Example: a Lead’s Industry field is updated to Healthcare, and your existing flow already adds that Lead to the “Healthcare Prospects” Marketing List. Once that list is synced with Mailchimp, no new flow is needed; the existing trigger just needs to call the supported action.

The same pattern applies to Contacts; for example, adding a Contact to a “Marketing Decision Makers” list when their Job Title is updated to CMO or Marketing Manager, or removing a Contact/Lead from a list with RemoveListMembersList when they no longer match the segment (e.g., Industry or Job Title changes, or Lead Status becomes Disqualified).

Best Practices

✔ Use AddListMembersList to add members.

✔ Use RemoveListMembersList to remove members.

✔ Let Marketing4Dynamics manage synchronization automatically.

✔ Avoid unsupported methods of modifying Marketing List membership.