Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SugarCRM data so you can market to the right people at the right time. Fully compatible with all versions and editions of Sugar and SuiteCRM.
How to Sync a New List
Sync a new List between Sugar and MailChimp
To Sync a List you need to use Step 4 of our Setup process. To get there, go to Admin > SugarChimp Configuration. From here, you will click on the fourth tab across the top labeled ‘Sync a List’. Here is our video on how to sync a list:
Select a Sugar Target List
- Select “Create New Sugar List” from the dropdown box
- Name the new list something unique
- Choose ‘Create’ to create the new Target List in Sugar
Select a MailChimp List
- Choose your List from the Dropdown Box
- Select “Create New MailChimp List” from the dropdown box
- Name the list similar to the name you used in Sugar
- Press Continue to Step 3
Configure exactly who you would like to keep on the list.
More details on this step can be found here.
Choose how to handle new subscribers from MailChimp
This is for new subscribers to your newly created MailChimp List. You can choose to add them as Contacts, Targets, or Leads. If a particular email address is already found inside of Sugar, then a new record will not be created. Once you have chosen, Save and Sync will save these list settings and start the sync process!
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