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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#2898 - Lead scoring synchronization ot working

Closed Bug? created by charlottemorineau1 a year ago

Hi, I'm testing the ultimate sugarchimp plan and it seems that synchronisation just doesn't work expecially with lead scoring. In my tests in Mailchimp, some leads have a 4 stars scoring but they still have 2 stars in sugar CRM. I keep on trying to re-sync Mailchimp data to sugar but nothing changes. Could you please help?
Thanks.
Charlotte

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello Charlotte,

    We appreciate your feedback. You are the first person that has reporting lead scoring not updating correctly, so we will test it on our end and fix any issues that are occurring with that field. I apologize for the inconvenience. You said that the sync is not working, especially with lead scoring, so are their other pieces that are not working the way you're expecting?

    Our Ultimate trial comes with a free setup and training that I'd love to do with you. If you're interested in that, you can schedule a training here: Schedule Training.

    Either way, I'll look into the lead scoring issue and let you know what I find.

    Thanks,
    Jon

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello again Charlotte,

    I've gone through and tested our Lead Scoring and it seems to be working as expected. Perhaps we can get on a screenshare from the link above and figure out why you're not able to see those updates coming through. There are certain settings within the integration that could turn off these updates, so we can check those on the call as well. I look forward to talking with you soon.

    Thanks,
    Jon

  3. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hi Charlotte,

    We were able to find on the call that the admin who setup their sync to MailChimp created their api key on an old MailChimp account. Scheduler and everything was working, but was pushing data to the wrong MailChimp Account. We switched api keys and expect the sync to work from there. Let us know if you have any more questions about Lead Scoring.

    Thanks,
    Jon

  4. charlottemorineau1 member avatar

    charlottemorineau1

    a year ago

    Hi Jon,
    It seems to be working now. Could you please tell me how our Sugar admin can remove the old target lists that was pushing data to the wrong mailchimp account?
    Do you think we could extend the free trial period? It ends in a few days and we just found out why it didn't work for all this time.
    Thank you
    Charlote

  5. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello Charlotte,

    I'm happy to set your trial period out for a couple weeks to allow you enough time to work through the issues. I'm going to extend your trial out to March 17th. Because unlinking those old lists is going to be a detailed process that requires admin access, I would like to get on a call with your Sugar admin at some time next week in order to unlink those other lists. I believe we can knock it out in 10 minutes once we're together. He can schedule the call here: https://calendly.com/fanaticallabs/sugarchimp-support

    I look forward to helping you get those cleaned up. Let me know if you have any more questions!

    Thanks,
    Jon

    • charlottemorineau1 member avatar

      charlottemorineau1

      a year ago

      Hi Jon, it seems that you didn't extend our free trial period because I've been charged of $249 today. Could you please refund me asap? Thank you. Charlotte

  6. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello Charlotte,

    I apologize for the mishap. I'm going to refund that charge, so that you have another 30 days before you are charged again. Sorry for the trouble!

    Thanks,
    Jon

    • charlottemorineau1 member avatar

      charlottemorineau1

      a year ago

      Hi Jon,
      Synchronization seems to work fine but it is not automatic: I still have to go to the health status page, select a sync option and click on Queue Re-sync. Is there a way to get an automatic sync?
      Thanks for your help.
      Charlotte

  7. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    a year ago

    Hello Charlotte,

    The syncing is on a 'per-list' basis, and should be automatically syncing by default. SugarChimp detects changes to subscribers in Sugar and sends the updates to MailChimp accordingly. Perhaps we can get on another call to ensure that this piece of the integration is working correctly? We will definitely need admin privileges in order to look at logs and schedulers. Is there any time that we can get on a call with your Sugar administrator to go over that, as well as ensure those excess lists have been deleted? If possible, please setup a time here: https://calendly.com/fanaticallabs/sugarchimp-support

    I appreciate your patience as we get this figured out. Thanks!

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