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I would have one question. We have a request from our customer to find the tool which would be able to integrate MailChimp with Dynamics 365. I have already tried Marketing4Dynamics from Inogic, SyncApps from Cazoomi, and PowerMailChimp. But none of these meets all the requirements.
Nice to have:
Do you know about any tool that meets all the mandatory requirements, and, ideally, also the additional fields mapping?
I integrated MailChimp with CRM2011 through my custom development. It is very easy. I can help you out.
Let me know if I can provide more details.
Power Platform/Customer Engagement Developer/Lead/Solution Architecture/Project Manager
Hey Jan, we looked at your requirements, and SyncApps does each of these below out of the box on our Basic Plan.
"(CRM -> MailChimp) When adding or updating new contact in CRM it would send the data to MailChimp
Conditioning is required – that means that IF we have the contact in MailChimp, then we UPDATE it, IF NOT then we ADD it"
Using Step 1 in your automation, this requirement is met with standard functionally using Marketing Lists of your choice in 365.
"(Mailchimp -> CRM) When adding a new contact to the MailChimp audience, it would send the data to CRM
checking: IF contact mail is in the CRM, do nothing (as the contact in CRM might be more correct) … if it is not in CRM, ADD the new contact to MailChimp"
This can be done using Step 2 and not checking the "Update Profile from Mailchimp" feature, which will just match any existing record in 365 and not update any data from Mailchimp. Mailchimp Campaign data will still flow back but not any mapped field data as it is an existing record in CRM and not using Mailchimp webhooks features built into SyncApps.
"It is important to be able to TAG (ideal scenario SELECT a TAG from available tags - if not present, create a new one) as we are utilizing tags in our audiences (so we do not have duplicates)"
This can be selected in Step 2 for Tags from each 365 Marketing List to Mailchimp Tags.
SyncApps can even meet your below needs.
"Nice to have:
It would be good (but not mandatory – mostly useful when adding new contacts to MailChimp -> CRM) to send ADRESS, COMPANY, TEL NUMBER"
You would just need to customize your SyncApps to use Mailchimp webhooks in Step 2 of your integration for these fields only mapped in Step 4 of the automation.
So to recap, each and every one of your requirements is why SyncApps is the #1 iPaas out there for Dynamics 365 and others.
Feel free to set a time with us to show you how to do each of these here - www.cazoomi.com/.../
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