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.
#2694 - Need support on List Syncing
Hi,
I need your expert support to sync my first list,
I have subscribed for ultimate plan for 30 days trial but yet to set it up.
Kindly guide me to proceed on it . and Please let me know your availability as per Indian time.
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"Does a great job of syncing all of our registrant information. They go the extra mile with one-on-one support!"
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7 years ago
Hello, thanks for starting the trial. We're happy to help you get things setup.
What have you tried so far? Did you go through the initial setup process? It will walk you through how to sync your first list. This page will show you exactly how to setup your list: https://www.sugaroutfitters.com/docs/SugarChimp/user-guide#setup-step4
Give that a look and let us know if you have any specific questions about the setup process.
If you'd like to setup a call to discuss more, go here and select the best time that works for you: https://calendly.com/fanaticallabs/sugarchimp-support Since you're based out of India it may be hard for our times to sync up, but we'll do what we can to help out.
Thanks!
7 years ago
Hello,
I wanted to see if we've had any updates to your issues since our call. We were able to discuss your requirement and find that you would need to write custom an advanced SQL query to achieve the automation desired. Our filters would not work with the custom relationship between Contacts and Opportunities. Is there anything else we can assist with during your trial? I also found that you have started a 2nd trial of SugarChimp. Is this for a second Sugar installation or just a test environment? I'm happy to help where I can.
Thanks!
7 years ago
I'm going to close this case out now. Let us know if we can help with anything else!
Thanks!