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|From the Mautic point of view integration plugin adds one additional field to Contacts which is "CRM Type". If given Contact is synchronized with CRM in this field user will see if it is currently a Target, Lead or Contact on the CRM side|
Push contact to integration
Not all contacts are automatically being send to CRM. By the use of "Push contact to integration" action Mautic Administartor may set up rules for when contacts should be send.
|One way of deciding if given contact is interesting enough to push it to CRM is by setting up Point Threshold Trigger. For instance sent to CRM all Contacts that have at least 100 points.|
Multiple records with same Primary E-mail Address
Resynchronize records with Mautic
Scheduler for refresh OAuth2 Token
If you don't want to worry about Mautic refresh token lifespan and having to reauthorize CRM connection manually, you can configure additional CRM scheduler to keep tokens fresh and valid.
In Administration / Scheduler section you can create Scheduler with Job: Refresh Mautic OAuth Token.
It will try to connect with Mautic by OAuth2 Access or Refresh Token in selected time intervals.
Other add-ons of interest
Analytic Reporting Tool Basic
Dynamic Reports and Interactive Charts.
Powerful tool for SuiteCRM report creation and data analytics. Includes a variety of chart types, detailed, summary and pivot tables. This Reporting Tool is for anyone, no need for technical knowledge or SQL. Comes with over a hundred prebuilt reports.
Marketing Automation Ninja for SuiteCRM
Marketing Automation Ninja enables you to automatically enroll contacts from within SuiteCRM to Mailchimp Automation Campaigns. This is useful for leveraging your Mailchimp emails for onboarding, and making your mail chimp templates available to your SuiteCRM users. Use the power of Mailchimp's be...
Save Your Team Countless Hours. SugarChimp syncs your lists in both directions so that you can work in your preferred application. Segment and Group your MailChimp subscribers based on SuiteCRM data so you can market to the right people at the right time. Fully compatible with all versions of Su...