Dynamics 365, Dynamics Online, On-premise, 4.0

Marketing automation integration for your Dynamics 365 sales folks and MailChimp marketing folks in minutes, not months!

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  • Developer
    Cazoomi
  • Last Updated
    February 2018
  • Rating
    3

Collections

Works with all Microsoft Dynamics CRM Online, on-premise versions of 4.0, 2011, 2013/2015/2016/365

How it Works:

http://support.cazoomi.com/hc/en-us/articles/204089335

Do you need to trigger MailChimp Autoresponders from CRM field updates?

Easy with SyncApps via our field mapping!

Need to connect CRM Accounts to your MailChimp Lists?

Super simple to select Accounts in CRM to sync to MailChimp!

Supported Authentication types out of the box are below.

MS Dynamics CRM 4.0:

On Premise using Windows Integrated Authentication (Active Directory)

On Premise with Internet Facing Deployment (IFD) enabled

MS Dynamics CRM 2011/2013/2015/2016/365:

Microsoft Dynamics CRM 2011/2013/2015/2016 Online (hosted in http://crm.dynamics.com/) (Office 365 Authentication is supported)

On Premise with Internet Facing Deployment (IFD) enabled. Authentication uses Active Directory Federation Services (ADFS)

Dynamics sales folks can now see what their customers, leads, prospects or suspects are clicking on or opening in target marketing emails sent by the Marketing folks in MailChimp.

Want to kick off a MailChimp Autoresponder series to a key prospect or client by just changing a field status in Dynamics?

Easy, just have Sales folks change the field status and SyncApps will sync it to your MailChimp list to kick off the Autoresponder series.

True marketing automation delivered.

*SyncApps Custom field mapping setup needed

Key Benefits:

Sync accounts, contacts and leads to MailChimp list.

Connect multiple CRM instances to multiple MailChimp Accounts.

Filter and Sync only those records who meet specific criteria from CRM.

Sync marketing lists to MailChimp Groups.

Autocreate Static Segments into your MailChimp list from CRM

Update CRM from MailChimp contact update forms.

Sync specific Campaigns and Campaign Responses from MailChimp to Dynamics CRM.

Trigger MailChimp Autoresponders from CRM field updates.

Sync and map hard bounces to CRM custom field.

Opt-outs managed automatically.

Custom field mapping between both systems.

Dynamics CRM always takes higher precedence over MailChimp. Any changes in Dynamics CRM will always be synced to MailChimp.

Contact and lead data is synced from MailChimp only if the email address doesn't exist in Dynamics CRM at the time of syncing.

HOW YOUR TRIAL WORKS

After you create your account, you get instant access to all Sync Profiles for 14 days & we don't require a credit card during the trial, so you get to try Cazoomi risk-free.

If you haven't upgraded yet within the 14 days trial, our Cazoomi team will send you an email reminder before your trial ends so you will still have some time to choose one of our three subscription plans. (Institutional discounts: 50% off all pricing plans)

When you choose the subscription plan that is right for you, your account will be instantly upgraded.

For Non-Profits or Institutions:

Institutions include education, government, and nonprofit organizations; universities and colleges are also eligible to participate in the SyncApps discount programs.


Additional Information & Help

Support


This description was submitted by the integration’s developer. MailChimp lists available integrations for customer convenience only, and we don’t endorse or guarantee these services or products.

Dynamics 365

Reviews

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    Tony

    2/15/2016

    Had the need to link our Dynamics CRM to Mail Chimp - and the support from Cazoomi has been fantastic. Very quick, relevant and to the point.

    I had the solution up and running in a matter of minutes (after resolving my ADFS URL issue thanks to Clint on the support line) and was able to successfully trial it.

    Tony

    Stefano Pisu

    9/16/2015

    It works great. Easy to set up, sync jobs are very smooth, plus you get a full sync report to look after errors. I have a profile for leads and one for contacts and both sync to a single MailChimp list, and then I use Marketing Lists in CRM to create different groups in MailChimp. great price/performance ratio. Plus, the support guys are simply awesome, they added a functionality just after I asked!

    David Gross

    7/30/2013

    I have two different Cazoomi accounts; one for Microsoft Dynamics CRM and Mailchimp and one for Zoho CRM and Mailchimp. I love Cazoomi because it gives you a high degree of control, compared to other sync apps. Cazoomi offers two-way syncing, campaign syncing, lead/contact syncing, free integration with some useful extras and excellent customer service. For $9/mo, its a great deal.