Details about this thread
  • State Not Answered
  • Replies 2 replies
  • Subscribers 107 subscribers
  • Views 718 views
  • Users 0 members are here
Related content from around SugarClub

Creating a nurture using alternative to dynamic list

Charlotte Kaighen

Hi there,

We're trying to set up a nurture journey which triggers when new contacts are added to the CRM, is there any way to do this in Market that doesn't involve using a dynamic list?

Thanks,

Charlotte

  • 0

    Hi,

    You have 2 options for adding new leads created in CRM to a Nurture in Sugar Market.

    1. Event Listeners - Listeners can be created to trigger actions based on values appearing in fields on a record. If you setup a Listener for 'On Insert' (only new records inserted into Sugar Market) and looking for the field 'Status' with a value of 'New'. The action on the listener should be Add to Nurture. Any new records with a Status of New will be added to the nurture.
    2. Refresh List - Create a Dynamic List (Report) in Sugar Market that includes only records created today. When the list is added to the Nurture Recipients make sure the auto refresh is set to Daily. When the nurture is set live the nurture will check the list daily at the same time for new records on the list. Any new records will be automatically added to the Nurture.

    I hope this info helps.

    Thanks

    James

    James Brown

    Professional Services Manager

    SugarCRM

  • 0

    Hi James,

    Thank you for your help and such a fast response!

    Charlotte