I would like to ask for help or to be guided in the set of a number of steps, what I should choose etc.
I want to create leads that are subscribers from Mailchimp, I then want to connect them to an existing contact in CRM. If the contact does not exist, I want to create a contact based on the same contact data (first name, last name and email) that applies to the lead, and then connect it to the lead. What settings and steps should I use?
I have no problem creating a lead and a contact in one and the same zap, but I see a challenge in connecting these with each other.
Grateful for help
Best answer by Danvers
I think what you’re saying here is that when you get a new subscriber in MailChimp, you want to a) check if they’re a contact in MS Dynamics and if not add them and then b) check if they’re a lead and if not add them - is that right?
I’m not super familiar with the relationship between Contacts and Leads in MS Dynamics, but it sounds like you need this kind of flow:
- Trigger - MailChimp new subscriber
- Ms Dynamics - Find Contact (with the option to create a contact if one isn’t found)
- Ms Dynamics - Find Lead (with the option to update the Lead if one isn’t found)
- Ms Dynamics - Update Lead - use this step to connect lead to the contact that was found/created in the previous step
Does that sound like it will work here?