I have a number of clients that use PowerMailchimp to connect Microsoft Dynamics CRM with Mailchimp. PowerMailchimp is a Microsoft Dynamics CRM integration tool that allows for synchronizing CRM contact entities to Mailchimp, campaign reporting in the CRM and creating and sending campaigns through Mailchimp but from within the CRM.
Microsoft Dynamics CRM is complex software and PowerMailchimp is very good at integrating the marketing power of Mailchimp with the CRM capabilities of Dynamics.
Below are some of the questions that I’ve been asked regarding this integration. I’ve supplied my findings too.
Need help integrating Microsoft Dynamics CRM and Mailchimp?
Yes, an unsubscribe activity type will be created and associated with the person’s CRM record.
No. Mailchimp remembers who has unsubscribed so, unless you manually delete the subscriber record in Mailchimp, you won’t be able to send to the Contact.
Yes. By default Dynamics CRM Marketing Lists become Groups.
Yes. Lists and Groups may be segmented in Mailchimp.
Yes you can however it’s best practice to use a single Mailchimp list with Groups (that reflect your CRM Marketing Lists).
In Mailchimp an unsubscribe is at the list level. People that click the unsubscribe link in emails sent to them from Mailchimp will stop receiving all emails from all Groups in a list.
No, if a subscriber updates their profile this will not pull into CRM. Only when they click the unsubscribe link is an unsubscribe activity created in CRM.
PowerMailchimp only syncs lists one way and that is from CRM to Mailchimp. The Subscriber needs to be added to the CRM Marketing list then synced to Mailchimp.
Yes you are able to create and send campaigns in either Dynamics or Mailchimp. The campaign emails themselves will always be sent through Mailchimp even if created in Dynamics.
For the first synchronization, yes you need to manually sync. Thereafter the sync will be automatic.
By default marketing lists sync with Mailchimp groups every 30 minutes. This default can be set however at anywhere between 30 minutes and 8 hours.