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

Closed General Question created by LoneLauritsen Verified Purchase 4 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

    4 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

    4 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!

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