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.
#4331 - Mapping "Tags" field between Sugar CRM and Mailchimp
Hi I am currently working on a new request in our already running Sugarchimp integration where we have a need to map the "Tags" field from Sugar CRM to the Tags field in Mailchimp. When I look at the list of currently available fields for mapping between the two applications, "Tags" field not showing up in that list, even though it is present in both the portals. Is there something extra I need to do here to see this field in the field mapping screen, or if there is something that I am missing out on?
We are using the server-hosted version of Sugar CRM, just in case, this information is relevant.
Please let me know in case any other information is required from my end. Looking forward for a response soon.
Thanks
-
"We are currently trialing SugarChimp and the process to install it was so easy! Heidi was more than happy to get on a call with me to help me through ..." - ericabaker
Read More Reviews
- Most Recent Love from Users
melissa- Westcoat
- Mark Westerhoff
- danielolivas
- kgm
- Evolution Marketing
4 years ago
Hi Pratik,
Thanks for reaching out. Because Mailchimp treats tag fields a bit differently than other merge fields, they currently aren't able to be synced between Sugar and Mailchimp. I can see why this feature would be helpful and it's something we're looking into for the future. If this is a feature we implement at some point, I'll be sure to follow back up with you to let you know.
Please let me know if you have any further questions.
Best, Heidi
4 years ago
Hi Heidi,
Thanks for getting back on this. So is there a way to achieve what I need with the current tool capabilities? Can I create a custom merge tag or a group, and use that to map with the "Tags" field in SugarCRM? I basically need some mechanism to map and use the "Tags" from Sugar CRM to Mailchimp, to group together various contacts in Mailchimp.
4 years ago
Hi Heidi,
Thanks for getting back on this. So is there a way to achieve what I need with the current tool capabilities? Can I create a custom merge tag or a group, and use that to map with the "Tags" field in SugarCRM? I basically need some mechanism to map and use the "Tags" from Sugar CRM to Mailchimp, to group together various contacts in Mailchimp.
4 years ago
Hi Pratik,
Currently there's not a good way to sync Sugar tags. We typically recommend creating different fields for the data you're looking to sync to Mailchimp.
In theory you could create a calculated text field to pull the data to Mailchimp that way, but the limitation there is that Sugar will only save the latest tag so it won't work effectively for most situations when you might want to sync multiple tags.
Please let me know if you have any further questions.
Best, Heidi