by Fanatical Labs

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#2294 - No Account Intergration

Closed Feature created by Jessica Chin Verified Purchase 2 years ago

Why is there no account integration feature? It used to have at the very beginning when I started to use. Has it been taken out? Or it is just another bug?

  1. chad member avatar

    Chad Hutchins Verified Purchase

    2 years ago

    Hi Ian, Account syncing has changed over the past year and a half. It confused more people than it helped. There were two main reasons we made this change: 1. What most customers actually wanted was to sync a Contact/Target/Lead parent account data over to a MailChimp subscriber not the Sugar account records themselves and 2. It was difficult to manage and explain how data changes when an Account and Contact record share the same email address.

    So we moved in a new direction where in our SugarChimp Ultimate edition on the Field Mapping page you can map a Contact/Target/Lead parent Account record data to a MailChimp subscriber field. You can also map it to any fields of a parent related module.

    If you want to give this feature a try, go to Sugar > SugarChimp Configuration, then go to the second step you'll see the option to try out the "Ultimate" edition.

    Let me know if you have any other questions about this. Thanks!

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    2 years ago

    Hello,

    I'm going to go ahead and close this case out. Let us know if you have any more questions. Thanks!

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  • "SugarChimp is working great. We're able to sync all of our lists and subscriber fields between MailChimp and SugarCRM. SugarChimp Support also did a great job supporting us as we were setting everything up."

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