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.

Cancel at any time!
Free Trial

#424 - Initial set up questions

Closed Installation created by kartik 5 years ago

Hi

I have signed up for the SugarChimp trial account and installed the module

My questions are:

  1. is it necessary for me to create a target list, add the contacts to the target list for the sync to work? Or if I just add a new contact in Sugar CRM will it automatically sync to Mail Chimp?

  2. When a new contact is added in MailChimp and it syncs to Sugar CRM how can I set set the lead source to show as Mail Chimp in the contact field? where to add the custom field value in Mail Chimp?

Thanks,
Kartik

  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    5 years ago

    Thanks for trying it out!

    1) Yes, you'll need to create a target list in Sugar and select with list in Mailchimp it is suppose to sync to. The sync is based around the lists. Once you add a contact to a synced target list in Sugar, it will be sent to Mailchimp.

    2) There's currently not a way to do this. I'll add it to the list for future features. I'll also look to see if there's an easy way to add this in for you. What version/edition of Sugar are you running? Is it On-demand or on-site?

    Thanks!

  2. kartik member avatar

    kartik

    5 years ago

    1. Thanks.

    2. We are running on site community edition. I see a field called "SC_SugarModule" in MailChimp. what is the purpose of this field. If I enter the default value as MailChimp then it could solve the problem - of identifying contacts in the CRM added via email newsletter sign up?

    Thanks

    • fanaticallabs member avatar

      Fanatical Labs Provider Affiliate

      5 years ago

      The SC_SugarModule field is used internally to know what type of object (Contact, Lead, Target) in Sugar needs to be looked up to keep the record in sync as data is updated. You really shouldn't change that field. Even if you did set the default value to MailChimp, I do not think there would be a way to hook into that on the Sugar side.

  3. kartik member avatar

    kartik

    5 years ago

    ok. I am not going to touch the SC_SugarModule field !

    Another question - what happens if I delete the contacts inside MailChimp list? Will the contacts get removed from SugarChimp target list?

  4. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    5 years ago

    https://www.sugaroutfitters.com/docs/SugarChimp/user-guide - At the very bottom of the page, it has a good list of what happens when you do things on each side of the integration.

    Yes, if you delete a contact from a Mailchimp list, the contact will be removed from the target list in Sugar, but not deleted from the system.

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
Rating
  • "We do a lot of highly-segmented outbound marketing and SugarChimp is exactly what we needed. The list and field syncing are great, and it allows us to do more sophisticated campaigns that exactly target certain Lead profiles in Sugar. The SugarChimp team is also really great, and they are totally committed to our success."

    Read More Reviews

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.