by Fanatical Labs

Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so you can work in your preferred app. Segment and group your Mailchimp subscribers based on Sugar data so you can market to the right people at the right time. Compatible with all versions and editions of Sugar and SuiteCRM. Created by Fanatical Labs, 2023 SugarCRM Partner Award Winner.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

#1062 - Can a record be created in Sugar based on someone clicking on a link inside a MailChimp mail?

Closed General Question created by David E Kromann 9 years ago

Hi

We have lists synced and it works

When the mailing is sent out from MC can a click on a link trigger the creation of a lead record in Sugar?

And if yes - where can I find information about how to do this?

Thanks

Br Lone

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    9 years ago

    Hello, there are a couple ways you can do this.

    1) Since you are on the professional edition, a SugarChimpActivity record is created in Sugar for each 'click' action. These are retrieved every 24 hours for campaigns. You can use Sugar Workflows (Admin > Workflow Management) to create a new lead when a SugarChimpActivity record is created with type = click. Sugar Workflows may not get you as far as you want on this. Using a custom workflow manager like https://www.sugaroutfitters.com/addons/process-manager-enterprise may get you a lot further.

    2) If coding is an option, the best way to go would be to create a custom logic hook that fires when new SugarChimpActivity records are created. Then you can set any and all the fields of your new lead based on the data in the SugarChimpActivity record.

    Will one of these options work?

    Thanks!

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    9 years ago

    Hi again, just following up. I'm going to close this case, but feel free to comment or create a new case if I didn't answer all of your question.

    Thanks!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "This plugin basically functions as it says it does. Very fast to respond and very thorough in their work. I respect that."

    Read More Reviews