Details about this thread
  • State Not Answered
  • Replies 2 replies
  • Subscribers 105 subscribers
  • Views 954 views
  • Users 0 members are here
Related content from around SugarClub

Distribution Lists sync to CRM

Alexandra Gabriel

If you create a distribution list i Market and engage the External Sync. 

How I'm I suppose to be able to include new contacts/leads from the CRM if the distribution list isn't sync over to my CRM? 

My understanding is that External Sync is enabling that if i include ne contacts/leads from within the same list in the CRM the list will be updated. 

Parents
  • 0

    Hi Alex,

    Sugar Market does not have a method of pushing Distribution lists to the external CRM. Instead, we only pull lists down from the CRM to Sugar Market. If you need to create a list that would exists in both systems, if you create a static list on your CRM that will sync down to Sugar Market's distribution list.

    Alternatively, you could also create a custom report within Sugar Market to make a list based off of a criteria you filter. From there you could use that list within a campaign to send to.

Reply
  • 0

    Hi Alex,

    Sugar Market does not have a method of pushing Distribution lists to the external CRM. Instead, we only pull lists down from the CRM to Sugar Market. If you need to create a list that would exists in both systems, if you create a static list on your CRM that will sync down to Sugar Market's distribution list.

    Alternatively, you could also create a custom report within Sugar Market to make a list based off of a criteria you filter. From there you could use that list within a campaign to send to.

Children
No Data