Refresh Dynamics leads after Mailchimp profile updates
Profile changes flow into your CRM while they are still useful.
Trigger
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Action
Update Lead
Updates an existing lead entity record in dynamics crm using the web api.
Why this helps
Outdated names, preferences, or contact details create awkward follow-up.
- Improve data accuracy
- Reduce manual CRM edits
- Give sales current subscriber context
Setup
Build it in a few focused steps.
- 1Connect Mailchimp and Dynamics365 in Notis once.
- 2Create an automation with a clear name.
- 3Describe that Notis should update the matching Dynamics lead using the changed profile details.
- 4Pick the Mailchimp Profile Update Trigger.
- 5Select a report channel and test with one updated profile.
Questions about this workflow
What if no matching lead exists?
Ask Notis to report unmatched profiles so you can decide how to handle them.
Can this update opportunities too?
This workflow uses the Dynamics Update Lead action; create a separate opportunity workflow for opportunity records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Mailchimp to Dynamics365. A trigger fires from one place; an action lands in another.
Mailchimp triggers
Dynamics365 actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get all invoices action
Get all invoices action
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Account
Creates a new account entity record in dynamics crm using the web api.
Campaign Trigger
Triggered when a campaign is sent or experiences an event in Mailchimp
Create Case
Creates a new case (incident) entity record in dynamics crm using the web api.
Profile Update Trigger
Triggered when a subscriber's profile is updated in Mailchimp
Create Contact
Creates a new contact entity record in dynamics crm using the web api.
Subscribe Trigger
Triggered when a subscriber subscribes to Mailchimp
Create Invoice
Creates a new invoice entity record in dynamics crm using the web api.
Unsubscribe Trigger
Triggered when a subscriber unsubscribes from Mailchimp
Create Lead
Creates a new lead entity record in dynamics crm using the web api.
Create Opportunity
Creates a new opportunity entity record in dynamics crm using the web api.
Create Sales Order
Creates a new sales order entity record in dynamics crm using the web api.
Connect any two apps with Notis in the middle.
Mailchimp and Dynamics365, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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