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#2088 - Passing opportunity data through into Mailchimp
I wonder if it is possible to pass opportunity data along with contact/account data through to a list in Mailchimp?
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8 years ago
Hey Paul,
SugarChimp Ultimate allows you to map parent-related data from Sugar to MailChimp. However, custom relationships are currently not supported. So, in your case, Opportunities can be mapped from Leads, but not Contacts. You can start an Ultimate trial and input that license key in Sugar to see if those features will fit your needs.
Being on Sugar Enterprise, you also have the options of creating a calculated field for that data on the Contact record. We can sync custom fields over to MailChimp just as any other. Let me know if you have any questions about any of your options above. Do you guys use the Contact module exclusively?
8 years ago
Yes we are using Contacts only.
We will try the calculated field route and post if it is a solution.
8 years ago
Thanks Paul, good luck on the process!
8 years ago
Hey Paul,
Have you had any luck setting up the Calculated Field?
8 years ago
We have decided to do some custom development to compliment Sugarchimp. Happy to share when complete
8 years ago
Thanks for updating us. If you have any questions the inner workings of SugarChimp through the process, I'd be happy to help. Talk with you soon.
8 years ago
Hi, To update the ticket. This is what we ended up doing:
We created the equivalent opportunity fields in the contact module in SugarCRM and then simply used the field mapping tool. We also set up an automated sync between the live opportunity fields and the contact fields
8 years ago
Thanks for letting us know Paul. We just received your recent support case and will follow up shortly. I'll close this one out, now.