Dynamic Lists Sync – MMI Help Center

Dynamic Lists can automatically sync contact changes to your CRM or webhook destination on a schedule you control. Configure sync settings once, and the system handles pushing list updates to Bonzo or your Profile webhook automatically.

Where to Find Dynamic Lists Sync

From your dashboard, navigate to Workspace → My Contacts and select any Dynamic List. Click "Sync Settings" to configure automatic syncing for that list.

How Dynamic Lists Sync Works

The sync system monitors your Dynamic List for changes and pushes contact updates to your selected destination based on your chosen frequency. When contacts are added, removed, or updated in your list, these changes are queued and sent during the next scheduled sync cycle.

Setting Up Sync Destinations

Your destination options come from Profile → Settings → Webhooks & Integrations. You can sync to your connected Bonzo CRM or any Profile webhook you've created for contacts.

If Bonzo is connected in your Profile, it will be preselected as your sync destination. Otherwise, any default integration you've set for contacts will be selected.

Configuring Sync Settings

Basic Settings

Destination: Choose between your Bonzo CRM connection or a Profile webhook
Sync Frequency: Set contacts to sync daily, weekly, or monthly

Bonzo-Specific Options

When syncing to Bonzo, you can configure additional settings that control how contacts are handled in your CRM.

Campaign: Select which Bonzo campaign to assign synced contacts
Pipeline Stage: Choose the pipeline stage for contacts entering Bonzo

Advanced Bonzo Settings

Auto-Sync Changes: Automatically push contact updates to Bonzo when list membership changes
Merge Duplicates: Combine duplicate contacts in Bonzo rather than creating separate records
Re-attach Duplicates to Campaign/Pipeline: Move existing Bonzo contacts to the selected campaign and pipeline stage

Advanced settings are only available when syncing to Bonzo. They're hidden when using webhook destinations.

How to Set Up Dynamic Lists Sync

Open your Dynamic List and click "Sync Settings"
Select your destination from the dropdown menu
Choose your sync frequency: daily, weekly, or monthly
If using Bonzo, select your campaign and pipeline stage
Configure advanced Bonzo settings if needed
Click "Save" to enable automatic syncing

Managing Sync Status

The system automatically handles sync failures by retrying up to three times. If a sync ultimately fails, you'll see the status in your sync settings and can manually retry or adjust your configuration.

If you disconnect your Bonzo integration or delete a Profile webhook that's being used for syncing, you'll see a warning in the sync settings and need to select a new destination.

Summary

Dynamic Lists Sync automates your CRM workflows by pushing contact changes to Bonzo or your webhook destinations on your chosen schedule. Configure your sync settings once per list, and the system handles the rest automatically.