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.
#3913 - Does The basic version create Leads automatically?
Hi does the basic version of sugar chimp create leads automatically in the CRM or do we need to upgrade for that functionality ?
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6 years ago
Hello there,
The Basic version does indeed create new Leads in the CRM for you. In order for that to work, the Target Lists and MailChimp Lists must be connected and the webhooks from MailChimp must be able to reach your CRM servers.
Are you not able to see those updates yet?
6 years ago
Hi No, any one who joins our Mailchimp lists are not created in the CRM. i have to manually sync each time to get them to create,
6 years ago
Alright, do you know if the MailChimp Lists are connected to the CRM? If you go in the CRM to Admin > Health Status and scroll all the way to the bottom, do you see those MailChimp Lists?
6 years ago
Hi yes they are connected and can see those mail chimp lists it just will not create the lead, it's normally pretty good but having to manually sync to get the leads to be created is a bit of a pain.
6 years ago
I understand completely, that's a large part of our functionality! We are out at SugarCon this week but you can schedule a call with me first thing next week to take a look at it together and figure out what could be going on.
6 years ago
sure that would be great. let me know your availability . Thanks
6 years ago
Hello again,
I apologize, it seems that the link to schedule a call did not send last night. You can set up our call here:
Schedule a Meeting
I look forward to talking soon and getting this cleared up with you.
Cheers! Jon
6 years ago
Hello there,
We just got off the call and found that the client is using an api form to bring new records into MailChimp. On our webhook, we did not have the 'via the api' checked, so those webhooks were not firing. Once we checked the box, the new record from the website was brought into the CRM correctly.
I'm going to close the case out now. Don't hesitate to let us know if you run into any issues down the road.
Cheers! Jon