Pain point
This guide outlines a method for synchronising Mailchimp with Dynamics 365 CRM using a third-party application.Marketing campaigns are often run through Mailchimp, while the sales team handles new leads and contacts in Dynamics 365. Without integration, this creates a disconnect between marketing and sales, leading to duplicated work and missed opportunities.
Solution
Use an app called Marketing4Dynamics to enable two-way synchronisation between Dynamics 365 CRM and Mailchimp.
Key Features
1. Sync Mailchimp Audiences, Members and Tags to CRM
Mailchimp Audiences include contacts, members and tags. Marketing4Dynamics synchronises this data into Dynamics 365 CRM and maps it to CRM Marketing Lists. This makes it easier to manage contacts in both systems without manual duplication.
2. Sync Campaigns and Activities
Campaign data, including member actions such as Opens, Sends, Clicks, Unsubscribes and Bounces, are pulled into Dynamics 365 CRM. This gives the sales team visibility into campaign engagement, supporting more informed follow-ups.
3. Sync Contacts/Leads from CRM to Mailchimp
You can push your CRM Marketing Lists and their members (Contacts or Leads) directly to Mailchimp. This avoids the need to recreate audiences in Mailchimp and helps streamline campaign targeting from existing CRM data.
4. Dashboards and Reporting
Marketing4Dynamics provides visual dashboards that display Mailchimp campaign data, including member interactions. These reports help analyse campaign performance and support better planning of future marketing efforts.
Cost and Licensing
Please note that pricing may change over time, so always check the vendor’s website for the most accurate and up-to-date information.
Marketing4Dynamics is priced based on the number of active users in your Dynamics 365 CRM environment. Pricing (in USD per month) is:
1–50 users: $60
101–300 users: $180
500+ users: Contact vendor for a quote
Free Trial Available
Inogic, the vendor, offers a 15-day free trial so you can run a proof of concept and test whether the features meet your business needs.
Need help with a proof of concept?
Feel free to reach out if you’d like support setting up a POC or have any questions about integrating Mailchimp with Dynamics 365 CRM.