This integration selects Mailchimp subscribers and imports them to Dynamics 365 as leads.

Note: It does not import pre-existing Mailchimp subscribers to Dynamics 365 leads.

Requirements

Mailchimp connection must have specific settings:

  • API Version must be set to Ver3;
  • Merge Fields Behavior must be set to Join Common Merge Fields.

How to Set Up

  1. Select or create connections: Mailchimp connection for Source and Dynamics 365 connection for Target.
  2. Specify the Mailchimp audience to select subscribers from:
    1. Open the import task
    2. On the Source Definition of your import task, in filters, specify the name of the Mailchimp audience to get subscribers from instead of Enter your list name....
    3. In the Mapping Definition of your import task, for the subject field, specify the name of your subject for lead instead of Enter your Subject....
    4. Save the task.
  3. Specify the schedule, on which the integration will run automatically.

Tips

  • If you need to create Dynamics 365 leads only for specific new Mailchimp subscribers, you can add more filter conditions for the source subscribers.
  • You can also add more similar filters with different list names and use OR operator to import Mailchimp subscribers from multiple lists. You can also remove filters if you want to import Mailchimp subscribers from all your Mailchimp lists.