In the Ultimate and Professional editions, SugarChimp will automatically sync your Mailchimp Campaign opens and clicks into your CRM for you. (Due to volume and to ensure efficiency of data syncing, SugarChimp does not sync send activity. You can view send data directly in Mailchimp or within an individual record by using the Mailchimp Activity Dashlet or Connector.)
When you install the Professional or Ultimate editions (or upgrade from Basic), all campaigns from the prior 30 days will be synced to Sugar. Going forward, however, SugarChimp will sync new Campaigns sent out to synced lists ONLY. These activities will be imported every 24 hours for performance reasons.
With Professional and Ultimate, you can also view Mailchimp activities on the SugarCRM mobile app. See instructions here.
What does the Mailchimp Activity syncing on Professional do that the Basic version does not?
- Use CRM Reports to pair Mailchimp Activity data with other CRM-related data (ex. Show me all new leads that clicked a link from a specific Mailchimp campaign AND was has not been called by any sales reps).
- Set up CRM workflows based on Mailchimp activity data (ex. When a new activity comes in, send a CRM notification to a sales person to followup).
- With the data in CRM, you can enable your CRM users (sales, marketing, support, etc.) to be creative and find news ways to use and pair the data with what you already have in CRM.
- View Mailchimp activities from a sub-panel on the record view.
- View a record's Mailchimp activities from the SugarCRM Mobile App.
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