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Sugar Market Answers & Best Practices Sync: push leads into sugar CRM

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Sync: push leads into sugar CRM

Alexandra Gabriel over 4 years ago

Hey!

Regarding pushing new leads from Market till CRM what steps do i need to complet?

I have allowewed: Aloow the creation of new leads (pushing data), should i also set up a event listener to push the lead? or is that unnecessarily?

Right now the leads created in Marekt are not pushing over which I want.

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0 Oli Nepomiachty over 4 years ago

Hi Alexandra,

you need to create a scoring profile. It defines the rules that calculate the lead score. On the first tab of the Contact scoring Profile, you define the Scoring Actions, including "push the lead to the CRM".
Reference: https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/Scoring/#Scoring_Actions
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0 Oli Nepomiachty over 4 years ago

Hi Alexandra,

you need to create a scoring profile. It defines the rules that calculate the lead score. On the first tab of the Contact scoring Profile, you define the Scoring Actions, including "push the lead to the CRM".
Reference: https://support.sugarcrm.com/Documentation/Market/Sugar_Market_User_Guide/Scoring/#Scoring_Actions
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