by Fanatical Labs

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.

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#1824 - How to set assigned user and teams in sugarCRM

Closed General Question created by imrepolonkai 3 years ago

Hi,
we have tested the integration and works however the sync is done in the name of an admin user and his tem value is set without any assignment in the synced contact records from MC to SCRM.

BR,
Imre

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hi Imre, glad to hear the syncing is working. What you say is correct. The sync uses the admin user and team for everything.

    We've talked about making this work differently, but all of our clients seem to want to handle this in different ways. How would you like this to work for you?

    Thanks!

    • imrepolonkai member avatar

      imrepolonkai

      3 years ago

      Hi,

      thanks for quick response. I am not sure as we are running a huge SCRM instance with lot of departments who are not allowed to see each other's data. Currently only 1 department is usng MC but would be good to have a solution which is flexible when more departments come. So in my opinion there should be a config where I am able to define different sync users assigned to departments (teams) to ensure data security. Although in this case using 1 API key for MC is also a challange.

      Does that make sense?

      BR,
      Imre

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      3 years ago

      Got it, thanks for the feedback. That is helpful. It's on our roadmap to support multiple MailChimp accounts and find a way to better handle the user/team assignment issue.

      We can't do anything about this today on our side, but you could always write a custom logic hook or workflow that assigns things as you need them to. Would something like this be possible?

    • imrepolonkai member avatar

      imrepolonkai

      3 years ago

      Yes, this workaround already crossed my mind, thanks.

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      3 years ago

      That's great. Good to hear!

      If you have the time, let us know what you end up doing. I'm sure this will be helpful to other customers as well.

      Is there anything else I can help with at this time?

    • imrepolonkai member avatar

      imrepolonkai

      3 years ago

      No, thanks. Please let me know the release date of these mentioned features when you know them

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      3 years ago

      Will do! Have a great rest of the year!

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