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Evaluating Form Fields

Brad Weedon

I have created a contact us form.  I want to evaluate if this Contact assigned_user_name has an assignment.  Most will but if it is a new user, they likely will not have a user assigned yet.  If there is an assigned user, I will just simply send an Alert.  For the ones that do not have an assigned user, I want to send an Alert to a Sales Branch representative. We have about 30 branches.  Is there a way to create branch assignments based on zip code?

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  • Hi Brad,

    Is Sugar Market integrated with Sugar Sell?

    If yes, you could notify Sales Branch representatives about new contacts in Sugar Sell.

    Every new Form saves in Sell as a new lead. A simple hook can check when a new lead is added if this contact already exists and has assigned_user or not (e.g., check all contacts and leads by e-mail address or more complex criteria, up to you).

    For new ones, you can define new assigned_user based on zip code.

    As soon as the assigned_user (Sales Branch representative) for Lead is defined, notification about a new lead will be sent automatically. Such notification is standard functionality for Sugar Sell and can be set up by Sugar Admin.

    Such a hook can be configured for Sugar Sell or Enterprise in Logic Builder with no programming.

    If this is an appropriate way, we will help implement it.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

Reply

  • Hi Brad,

    Is Sugar Market integrated with Sugar Sell?

    If yes, you could notify Sales Branch representatives about new contacts in Sugar Sell.

    Every new Form saves in Sell as a new lead. A simple hook can check when a new lead is added if this contact already exists and has assigned_user or not (e.g., check all contacts and leads by e-mail address or more complex criteria, up to you).

    For new ones, you can define new assigned_user based on zip code.

    As soon as the assigned_user (Sales Branch representative) for Lead is defined, notification about a new lead will be sent automatically. Such notification is standard functionality for Sugar Sell and can be set up by Sugar Admin.

    Such a hook can be configured for Sugar Sell or Enterprise in Logic Builder with no programming.

    If this is an appropriate way, we will help implement it.

    Regards,
    Mykola

    Integroscrm.com
    We make work in Sugar
    more convenient and efficient

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