Prohibited Leads - Block Leads being created

Hello, 

I have been asked today by a customer the following:

Is there a Sugar plug in for prohibited countries/persons?
So it would block leads being created where the country or person was on a prohibited list.
anyone come across this before?
Sara
Parents
  • Good question!

    I googled it and found e.g. this service sanctions.io/.../
    It seems that the service provides JSON-based REST API, so it is easy to configure a call to that service no-code e.g. with the Logic Builder tool to verify whether a Lead or a Contact (or maybe Organization too) is in global sanctions lists - just like in a way we verify leads/contacts email addresses

    I'd also suggest not to block leads creation but rather mark them as not relevant due to their presence in a sanction list

    I hope this makes sence

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • Good question!

    I googled it and found e.g. this service sanctions.io/.../
    It seems that the service provides JSON-based REST API, so it is easy to configure a call to that service no-code e.g. with the Logic Builder tool to verify whether a Lead or a Contact (or maybe Organization too) is in global sanctions lists - just like in a way we verify leads/contacts email addresses

    I'd also suggest not to block leads creation but rather mark them as not relevant due to their presence in a sanction list

    I hope this makes sence

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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