Sugar Integrate for Xpressdocs automates your marketing capabilities by enabling the integration of Lead and Contact data from Sugar with Xpressdocs's on-demand direct mail service. Xpressdocs direct marketing solution provides companies with an efficient way to produce integrated marketing campaigns combined with CRM data which includes print, email, mobile, and social media.
Introduction
Introduction
Sugar Integrate for Xpressdocs enables the transfer of Lead/Contact data from Sugar to Xpressdocs to print and mail personalized documents or cards. The result of the print/send job is reported as a Note related to the Lead/Contact. With SugarBPM, the result can also trigger automated actions to inform the Lead/Contact owner or start even more sophisticated tasks. The Integrate workflows will provide the transfer of all needed data and result information.
Configuration Set-Up Services are Required
Configuration Set-Up Services must be performed by Sugar Professional Services or a SugarCRM Implementation Partner. Please contact integrate@sugarcrm.com for more details.
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