Use available Mailchimp Power Automate flow templates

Introduction

Mailchimp allows you to automate your email marketing activities, including the delivery of marketing emails, automated messages, and targeted campaigns.

With the Mailchimp integration and Tamarac Power Automate flow templates, you can sync your marketing lists between Tamarac CRM and Mailchimp. This helps to eliminate the need to manually maintain separate lists in each application and to ensure that your contact information remains up to date across both platforms.

This topic covers more information about enabling and using the Mailchimp Power Automate flow templates.

Enablement

To use this integration, you must set up at least one of the Power Automate flows and enable the integration in Tamarac CRM.

For more information, see Enable and set up the Mailchimp integration.

Use available Mailchimp Power Automate flow templates

You can take advantage of Tamarac flow templates to share key contact information between CRM and Mailchimp to streamline your marketing workflows and minimize data entry.

If you turn on a Tamarac template directly and update it, your changes may be overwritten in future releases since it is part of the managed solution. To customize the flow, you can make a copy of the template. For more information, see Enable Power Automate Flows.

You can use the following Tamarac templates for Mailchimp:

Power Automate Flow Name	When to use	power Automate Flow Automation	Help center Page
TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow	Use this flow when you want to create a Mailchimp audience record that links to your new CRM marketing list. This prepares the list for contact syncing in the next step using the TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience flow.	When you trigger the flow, it creates and links an empty Mailchimp audience with the same sender details and list information from CRM. If you trigger this flow for existing marketing lists in CRM, it will review Mailchimp to create and link empty audience records if they don’t already exist.	Sync new CRM marketing lists to Mailchimp with Power Automate
TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience	Use this flow when you need to sync contacts from a CRM marketing list to members from a Mailchimp audience in the following scenarios: Sync members from a new marketing list. After running the TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow, use this to push the list’s members into the new Mailchimp audience. Push list changes from CRM to Mailchimp. Once marketing list contacts are synced to a Mailchimp audience, use this flow anytime you make changes to CRM contacts to sync the updates. Link a CRM marketing list to an existing Mailchimp audience. Use this flow for unlinked CRM marketing lists if they already have a matching Mailchimp audience.	When you trigger the flow, it will review CRM and Mailchimp and take action accordingly: If the marketing list is linked to a new empty audience, it will sync all contacts. If the marketing list is linked to an existing audience, it will sync and update only contacts that have been added or changed. If the marketing list is not linked, it will review Mailchimp for a matching audience and link and sync them if they match.	Link and sync existing marketing lists to Mailchimp with Power Automate
TamTemplate - Mailchimp Initial Sync List and Members to Dynamics Marketing Lists	Use this flow when you have multiple audiences in Mailchimp and want to have CRM create identical marketing lists.	When you trigger the flow, it syncs existing Mailchimp audiences to CRM and creates new identical marketing lists.	Sync Mailchimp audiences to CRM marketing lists with Power Automate

Power Automate Flow Name

When to use

power Automate Flow Automation

Help center Page

TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow

Use this flow when you want to create a Mailchimp audience record that links to your new CRM marketing list. This prepares the list for contact syncing in the next step using the TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience flow.

When you trigger the flow, it creates and links an empty Mailchimp audience with the same sender details and list information from CRM.

If you trigger this flow for existing marketing lists in CRM, it will review Mailchimp to create and link empty audience records if they don’t already exist.

Sync new CRM marketing lists to Mailchimp with Power Automate

TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience

Use this flow when you need to sync contacts from a CRM marketing list to members from a Mailchimp audience in the following scenarios:

Sync members from a new marketing list. After running the TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow, use this to push the list’s members into the new Mailchimp audience.
Push list changes from CRM to Mailchimp. Once marketing list contacts are synced to a Mailchimp audience, use this flow anytime you make changes to CRM contacts to sync the updates.
Link a CRM marketing list to an existing Mailchimp audience. Use this flow for unlinked CRM marketing lists if they already have a matching Mailchimp audience.

When you trigger the flow, it will review CRM and Mailchimp and take action accordingly:

If the marketing list is linked to a new empty audience, it will sync all contacts.
If the marketing list is linked to an existing audience, it will sync and update only contacts that have been added or changed.
If the marketing list is not linked, it will review Mailchimp for a matching audience and link and sync them if they match.

Link and sync existing marketing lists to Mailchimp with Power Automate

TamTemplate - Mailchimp Initial Sync List and Members to Dynamics Marketing Lists

Use this flow when you have multiple audiences in Mailchimp and want to have CRM create identical marketing lists.

When you trigger the flow, it syncs existing Mailchimp audiences to CRM and creates new identical marketing lists.

Sync Mailchimp audiences to CRM marketing lists with Power Automate

Sync data between Mailchimp and CRM

The flows will push or pull contact data to or from CRM to Mailchimp. Tamarac CRM only shares contact data with Mailchimp and does not include any account or lead data in the sync.

Once the desired flows are enabled, to sync data between CRM and Mailchimp, you must manually trigger each flow with the following actions:

Power Automate Flow	Action	Tamarac CRM	Mailchimp
TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow	Set Synchronize to Mail Chimp option to Yes for a new marketing list in CRM.	The flow pushes the following CRM fields from the existing marketing list to Mailchimp: Company Name (MC) Phone Number Subject Sender’s Name Sender’s Email Address Permission Reminder	The flow creates a new audience with the following identical CRM fields: Company Name (MC) Phone Number Subject Sender’s Name Sender’s Email Address Permission Reminder
TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience	Select Sync Members from an existing marketing list in CRM that is either: Linked to a Mailchimp audience with a Mailchimp ID. Not linked but shares an identical audience in Mailchimp.	The flow pushes the following CRM contact fields from the existing members of the marketing list to Mailchimp: First Name Last Name Email Address 1	The flow creates new or updates existing contacts with the following identical contact fields from the CRM marketing list: First Name Last Name Email Address
TamTemplate - Mailchimp Initial Sync List and Members to Dynamics Marketing Lists	An Administrator runs the flow in Power Automate.	The flow reviews CRM contact information and syncs data accordingly: If there is a Mailchimp contact with a matching Email Address 1, it will add the existing contact to the new marketing list. If there are no contacts that match the email, it will create a new contact in CRM with the following information: First Name Last Name Email Address 1	The flow pushes the following Mailchimp fields to a new marketing list in CRM: First Name Last Name Email Address

Power Automate Flow

Action

Tamarac CRM

Direction

Mailchimp

TamTemplate - Mailchimp New Marketing List Created In Dynamics Flow

Set Synchronize to Mail Chimp option to Yes for a new marketing list in CRM.

The flow pushes the following CRM fields from the existing marketing list to Mailchimp:

Company Name (MC)
Phone Number
Subject
Sender’s Name
Sender’s Email Address
Permission Reminder

The flow creates a new audience with the following identical CRM fields:

Company Name (MC)
Phone Number
Subject
Sender’s Name
Sender’s Email Address
Permission Reminder

TamTemplate - Mailchimp Link and Sync Marketing List Members to Audience

Select Sync Members from an existing marketing list in CRM that is either:

Linked to a Mailchimp audience with a Mailchimp ID.
Not linked but shares an identical audience in Mailchimp.

The flow pushes the following CRM contact fields from the existing members of the marketing list to Mailchimp:

First Name
Last Name
Email Address 1

The flow creates new or updates existing contacts with the following identical contact fields from the CRM marketing list:

First Name
Last Name
Email Address

TamTemplate - Mailchimp Initial Sync List and Members to Dynamics Marketing Lists

An Administrator runs the flow in Power Automate.

The flow reviews CRM contact information and syncs data accordingly:

If there is a Mailchimp contact with a matching Email Address 1, it will add the existing contact to the new marketing list.
If there are no contacts that match the email, it will create a new contact in CRM with the following information:
First Name
Last Name
Email Address 1

The flow pushes the following Mailchimp fields to a new marketing list in CRM:

First Name
Last Name
Email Address

Note

Consider the following whenever you update contact information in Tamarac CRM:

If you update a contact record in CRM and a matching contact exists in Mailchimp, you must manually trigger the data sync from the marketing list.

If you remove a contact in CRM that was synced to a Mailchimp audience, you must remove the contact directly from Mailchimp.

Contents

Introduction

Enablement

Use available Mailchimp Power Automate flow templates

Sync data between Mailchimp and CRM

Note