by Fanatical Labs

Turn Marketing Data into Revenue Intelligence. SugarChimp seamlessly syncs your SugarCRM and Mailchimp data in both directions—no manual updates, no stale lists. This real-time connection arms your sales team with richer, more meaningful insights into customer behavior.

Free 30 day trial
Try it Now

By clicking you consent to share your profile with the developer

#1062 - Can a record be created in Sugar based on someone clicking on a link inside a MailChimp mail?

Closed General Question created by David E Kromann 10 years ago
Hi We have lists synced and it works When the mailing is sent out from MC can a click on a link trigger the creation of a lead record in Sugar? And if yes - where can I find information about how to do this? Thanks Br Lone
  1. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    10 years ago

    Hello, there are a couple ways you can do this.

    1) Since you are on the professional edition, a SugarChimpActivity record is created in Sugar for each 'click' action. These are retrieved every 24 hours for campaigns. You can use Sugar Workflows (Admin > Workflow Management) to create a new lead when a SugarChimpActivity record is created with type = click. Sugar Workflows may not get you as far as you want on this. Using a custom workflow manager like https://www.sugaroutfitters.com/addons/process-manager-enterprise may get you a lot further.

    2) If coding is an option, the best way to go would be to create a custom logic hook that fires when new SugarChimpActivity records are created. Then you can set any and all the fields of your new lead based on the data in the SugarChimpActivity record.

    Will one of these options work?

    Thanks!

  2. fanaticallabs member avatar

    Fanatical Labs Provider Affiliate

    10 years ago

    Hi again, just following up. I'm going to close this case, but feel free to comment or create a new case if I didn't answer all of your question.

    Thanks!

This case is public. Please leave out any sensitive information such as URLs, passwords, etc.
Saving Comment Saving Comment...
Rating
  • "The team is always proactive in assisting with any questions. Keep up the great work! Great product and great support!"

    Read More Reviews