Microsoft Dynamics CRM and MailChimp can communicate with each other and can handle data synchronization. In this blog, we’ll see how to create Leads, Accounts and Contacts from MailChimp Campaigns to MS CRM on daily basis.
How it will Work:
First we will get API Key from the MailChimp side by following the given :
1. Go to Account
2. Then Extras
3. Copy the API Key
We will set up that API Key in our URL in Plugin as shown below:
That URL will contain the data about such customers who have Opened/Clicked, including the email addresses of the potential customers sent via campaigns and the data of the list’s merge fields.
On the Microsoft Dynamics CRM side, we’ll set up a simple Configuration Entity, in which will fill all the details of our MailChimp Account and the Plugin. That Plugin will run custom code that’ll parse the URL data and create new lead, account and contact records accordingly.
Field mapping in MS CRM:
The code parses the string into string array and then map the merge fields into MS CRM default lead fields.
Working with your MailChimp Account:
You can easily customize the configurations by editing the configuration Entity, and entering the data of your MailChimp account.
Create/Update Account, Contact & Lead records in CRM:
The code will create and map the MailChimp fields into the lead fields, and then save the lead in Microsoft Dynamics CRM. The records will create on the following scenarios:
- If the lead coming from the MailChimp and it’s Account and Contact doesn’t exist in the CRM, then it will create its Account and Contact as well as the lead.
- If the lead coming from the MailChimp and its Contact is present in the CRM, then the code will create its Account and Lead.
- If the lead coming from the MailChimp and its Account is present in the CRM, then the code will create its Contact and Lead.
- If the lead coming from the MailChimp and its Account and Contact already exist in the CRM then the code will update both Account and Contact fields and create a Lead against it.
Example: We have two campaigns sent in November, and have three opens for the campaign No.2:
We can see the data for the opened records by accessing the View Report –>Activity –>Opened:
We can see the details for the opened records for the campaign No.2:
We can see the details for the opened records for the campaign T-20:
The code will also detect the multiple opens from the same customer of the same campaign and will stop creating the duplicate records. As we can see, the code has created 5 leads, 3 from the campaign No.2 and 2 from the campaign T-20.
Our solution will give your business an edge to stay attached with your prospects by automatic process of creating the leads into your CRM and assigning them to your sale representatives, so you can always get in touch with your upcoming customers.