Details about this thread
  • State Not Answered
  • Replies 2 replies
  • Subscribers 109 subscribers
  • Views 1166 views
  • Users 0 members are here
Related content from around SugarClub

Sync: push leads into sugar CRM

Alexandra Gabriel

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.

Parents
  • 0 Sugar Employee Badge

    Hi Alex,

    Market will not automatically push leads into the CRM. There needs to be a trigger or action which informs Market that the record needs to be pushed to CRM. You have a few different options for this...

    • As Oli mentioned you can use Lead Scoring. When a lead hits a particular lead score the action can be Push lead to CRM
    • If the lead completes a form and Sync with External CRM is set as Yes this will allow Market to Push the lead to CRM
    • Finally with Listeners you can add a conditional value meaning that if a value appears in a field the listener will push the lead to CRM.

    I hope this info helps,

    James

    James Brown

    Professional Services Manager

    SugarCRM

Reply
  • 0 Sugar Employee Badge

    Hi Alex,

    Market will not automatically push leads into the CRM. There needs to be a trigger or action which informs Market that the record needs to be pushed to CRM. You have a few different options for this...

    • As Oli mentioned you can use Lead Scoring. When a lead hits a particular lead score the action can be Push lead to CRM
    • If the lead completes a form and Sync with External CRM is set as Yes this will allow Market to Push the lead to CRM
    • Finally with Listeners you can add a conditional value meaning that if a value appears in a field the listener will push the lead to CRM.

    I hope this info helps,

    James

    James Brown

    Professional Services Manager

    SugarCRM

Children
No Data