Form mapping using Account ID

Hi James!

Our Sugar Market forms does not capture AccountID because we don't use a live lookup via our forms and also for leads there could be a mixture of leads that don't have an account created in the CRM yet or an existing one. So instead, we use the field 'Company' to match against the Account Name.

So that I can understand the use-case, are these only existing leads that already have an associated Account (and thus an AccountID)? Or does this form capture a mix of new and existing leads?

Could you elaborate more on the use-case here? If the record completes a form and the record pushes up to your CRM for a new record - how would you determine the AccountID for this record?

Thanks!

Hi Michael,

Thank you for your response.

We are a global personal training business and have various gym locations across the world which we show on our form.  We use this so they can tell us where they would like to train and direct to the correct sales teams to deal with their enquiry.

The form is intended for new leads, but there may also be some existing people who enquire again (for a different gym, or will do as it has been a while since they did last).

In our CRM, all of our gym locations are set up as "Accounts" with an associated ID via a relationship field.

Thanks

James

Hello,

It would be good to have a full picture to answer

It seems in your case Accounts are your company customers - Gyms, while Leads are treated as an interest to the service of your customer, so the same Contact that submits the form via the website could have numerous Leads as representations of their interest (new life full of sport starting this Monday, or another Monday and at another place - two leads from the same person) .
Perhaps the business is to match interest to Gym capabilities automatically (or in an automatized way) based on Lead and Gym profiles.
I wonder if you do that in Sugar or proprietary software, and let me explain why I wonder

In Sugar, if the Lead is created out of the Account context - not via subpanel Leads in Accounts module, - and entered directly with the Company name, it should undergo a "qualification procedure" that is called in the more technical way "lead conversion" in Sugar.

perhaps, that qualification procedure is "to match Lead to Gyms" for forwarding contact info

If qualification is performed via the Sugar Sell/Ent user interface, the procedure includes searching for Accounts and relating Leads to Accounts or creating a new Account and relating leads to it. As a part of the procedure, the new Contact could be created, or Lead - as the new interest of the contact - related to it.
Contact record represents verified contact information that could be used "to contact"
I wonder if you keep Leads records as a representation of very each Contact's inquiry - as an interest expressed occasion.
Based on a business decision, Sugar configuration allows to configure both - Leads could be deleted after conversion or remain in CRM as a history of contact interests representations

But in general, could be there a number of Gyms (your customers) which sales teams would be happy to fight for the Lead, correct?
If so the Lead should probably be related to a number of Accounts (Gyms) and that is probably the result of the matching algorithm, and I doubt if matching customer profile (Gym) and lead's profile is simplified to only search by Company name specified in the form

and what is the plan if Leads-to-Gyms automatching fails? Does each of the matching results undergo user revision prior to sending the lead contact info over to your customers (Gyms)?
that could be a kind of user interface for your staff to complete qualifications, maybe ask additional questions, and then refer a lead to the correct Gym(s) (Accounts).
perhaps the OOTB Lead conversion interface could be of use for that manual relation

Despite of numerous questions - if the purpose is just to build an automated lead conversion procedure that includes assigning leads (that are kept in Sugar) to the Accounts with the criterion of matching the declared Company name from the form with the Account name in CRM,
a possible solution could be configuring a logic hook in Sugar Sell/Ent, so that e.g. the very moment Lead undergoes conversion procedure (on lead is created in SugarCRM Sell/Enterprise via Market integration, or when does it happen according to your business model?), to look up through Accounts in Sell/Ent searching the given in form Company name and if the Account(s) are found to relate Lead to Gyms automatically

Hello,

It would be good to have a full picture to answer

It seems in your case Accounts are your company customers - Gyms, while Leads are treated as an interest to the service of your customer, so the same Contact that submits the form via the website could have numerous Leads as representations of their interest (new life full of sport starting this Monday, or another Monday and at another place - two leads from the same person) .
Perhaps the business is to match interest to Gym capabilities automatically (or in an automatized way) based on Lead and Gym profiles.
I wonder if you do that in Sugar or proprietary software, and let me explain why I wonder

In Sugar, if the Lead is created out of the Account context - not via subpanel Leads in Accounts module, - and entered directly with the Company name, it should undergo a "qualification procedure" that is called in the more technical way "lead conversion" in Sugar.

perhaps, that qualification procedure is "to match Lead to Gyms" for forwarding contact info

If qualification is performed via the Sugar Sell/Ent user interface, the procedure includes searching for Accounts and relating Leads to Accounts or creating a new Account and relating leads to it. As a part of the procedure, the new Contact could be created, or Lead - as the new interest of the contact - related to it.
Contact record represents verified contact information that could be used "to contact"
I wonder if you keep Leads records as a representation of very each Contact's inquiry - as an interest expressed occasion.
Based on a business decision, Sugar configuration allows to configure both - Leads could be deleted after conversion or remain in CRM as a history of contact interests representations

But in general, could be there a number of Gyms (your customers) which sales teams would be happy to fight for the Lead, correct?
If so the Lead should probably be related to a number of Accounts (Gyms) and that is probably the result of the matching algorithm, and I doubt if matching customer profile (Gym) and lead's profile is simplified to only search by Company name specified in the form

and what is the plan if Leads-to-Gyms automatching fails? Does each of the matching results undergo user revision prior to sending the lead contact info over to your customers (Gyms)?
that could be a kind of user interface for your staff to complete qualifications, maybe ask additional questions, and then refer a lead to the correct Gym(s) (Accounts).
perhaps the OOTB Lead conversion interface could be of use for that manual relation

Despite of numerous questions - if the purpose is just to build an automated lead conversion procedure that includes assigning leads (that are kept in Sugar) to the Accounts with the criterion of matching the declared Company name from the form with the Account name in CRM,
a possible solution could be configuring a logic hook in Sugar Sell/Ent, so that e.g. the very moment Lead undergoes conversion procedure (on lead is created in SugarCRM Sell/Enterprise via Market integration, or when does it happen according to your business model?), to look up through Accounts in Sell/Ent searching the given in form Company name and if the Account(s) are found to relate Lead to Gyms automatically