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.

Free 30 day trial
Try it Now

#2088 - Passing opportunity data through into Mailchimp

Closed General Question created by paul11 3 years ago

I wonder if it is possible to pass opportunity data along with contact/account data through to a list in Mailchimp?

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Hey Paul,

    SugarChimp Ultimate allows you to map parent-related data from Sugar to MailChimp. However, custom relationships are currently not supported. So, in your case, Opportunities can be mapped from Leads, but not Contacts. You can start an Ultimate trial and input that license key in Sugar to see if those features will fit your needs.

    Being on Sugar Enterprise, you also have the options of creating a calculated field for that data on the Contact record. We can sync custom fields over to MailChimp just as any other. Let me know if you have any questions about any of your options above. Do you guys use the Contact module exclusively?

    • paul11 member avatar

      paul11

      3 years ago

      Yes we are using Contacts only.

      We will try the calculated field route and post if it is a solution.

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    3 years ago

    Thanks Paul, good luck on the process!

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    2 years ago

    Hey Paul,

    Have you had any luck setting up the Calculated Field?

    • paul11 member avatar

      paul11

      2 years ago

      We have decided to do some custom development to compliment Sugarchimp. Happy to share when complete

  4. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    2 years ago

    Thanks for updating us. If you have any questions the inner workings of SugarChimp through the process, I'd be happy to help. Talk with you soon.

  5. paul11 member avatar

    paul11

    2 years ago

    Hi,
    To update the ticket. This is what we ended up doing:

    We created the equivalent opportunity fields in the contact module in SugarCRM and then simply used the field mapping tool. We also set up an automated sync between the live opportunity fields and the contact fields

  6. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    2 years ago

    Thanks for letting us know Paul. We just received your recent support case and will follow up shortly. I'll close this one out, now.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating

Keep up to date on the latest additions

We'll send you an email every month with handpicked add-ons, reviews, tricks and tips. Don't worry, we hate spam as much as you do.