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Listing out the Release Updates of SuiteCRM Integration Plugins

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This blog will provide information about listing of feature release updates of SuiteCRM Integration plugins . Read on to discover more.

Feature Updates in SuiteCRM MailChimp Integration Plugin

Imagine that you’ve launched some new arrivals in your eCommerce store and want all your customers to hear about it. So now, you will log into your MailChimp, create your beautiful campaign with eye-catching images of your new arrivals and send it to your customers.

After some time, you’re about to follow-up with the clients, to know about their thoughts whether they loved the new arrivals or not. By the time, instead of using a flat followup content that is equal to all your customers, you need to make your content more relevant based on your customer interest and involvement with the new arrivals, right?

Of course yes, but here comes the trouble. You will rush to your MailChimp account to know your customer interest and most probably, you will be juggling between your MailChimp and CRM. As you will maintain all your client communication in CRM and email campaigns in MailChimp.


Wouldn’t it be awesome if you could connect these completely disconnected tools together, so you can know about your individual customer interest and involvement right from your CRM? This is what our new announcement is all about. SuiteCRM MailChimp, now you can get to know about your individual contacts interest and involvement right from your SuiteCRM.

Know your customers

SuiteCRM MailChimp tracks and brings the campaign activity information right inside the individual contact of your SuiteCRM. You can get the list of all campaigns sent and confirmation for email opens and clicks of individual campaigns. So you can now easily send more relevant follow-ups to your customers without any hassle.

What’s more this release includes​

In this release, we have fixed some nasty issues and made performance improvements in SuiteCRM MailChimp.

Paired with the SuiteCRM MailChimp’s existing features, it now gives you a complete picture of your MailChimp Campaign analytics right in your SuiteCRM. So what are you waiting for? Go ahead, give a try now.

What’s new in SuiteCRM QuickBooks Integration

While we try to remain more productive and efficient in our workplace, it’s easy to get distracted by a simple monotonous task. Let’s say, the back-and-forth communication between the sales and accounts team to get things done. However, with the right set of tools, one can easily get rid of their boring repetitive task and concentrate on things that really matter.

SuiteCRM QuickBooks Integration, a connector tool to bring your SuiteCRM and QuickBooks accounting information under one roof. So no more back-and-forth communication, as it offers a better insight into your customer and accounting information in a unified view and thereby maximizes your business efficiency.

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What’s new?

We’re happy to present you some more new additions to its existing features that will keep you more productive and help you to continually scale your business.​

Sync accounts & product category info

In addition to bidirectional synchronization of Contacts, Product, Quotes, and Invoice now you start synchronizing your Accounts i.e. Organizations and Product Category information between your SuiteCRM and QuickBooks.​

Sync all in one go

Worried about synchronizing all your existing information? Bidirectionally synchronize all your existing Accounts and Product Category information in one click without switching between multiple tabs.

Sync Automation

Does your SuiteCRM or QuickBooks undergo frequent updates? No Problem, keep your data up-to-date with automated synchronization of your Accounts and Product Category information based on your CRON time.​

Secured Data Transfer

QuickBooks SuiteCRM Integration has been upgraded with support for the QuickBooks API version 3. You can instantly sync your Contacts, Products, Quotes and Invoices from your SuiteCRM to Quickbooks and vice versa in a more secure way.

Sync CRM Product to QuickBooks

QuickBooks SuiteCRM Integration syncs your SuiteCRM Products with your QuickBooks Products and Services. The updated field mapping section helps you to send the data of each Product to the appropriate field in the QuickBooks Products and Services. All the newly included mandatory fields of QuickBooks are auto generated in your SuiteCRM with the automapped dropdown field with the option to customize the data.

Automatic bidirectional update

QuickBooks SuiteCRM Integration bidirectionally updates both SuiteCRM and QuickBooks with the latest information of products, invoice, etc. It allows you to sync the data periodically between the two systems at a scheduled time in a defined order. It also helps you to eliminate data entry errors and minimize duplication of information by creating, updating and maintaining data in either of the systems.

Along with these new additions, we have also fixed a few performance issues. Go ahead and try the SuiteCRM QuickBooks Integration..

Duplicate Check for SuiteCRM – To Spot & wipe out the CRM duplicates

Delivering outstanding customer service is continued to be the standard for most of the businesses, competing in this digital economy. Since every business organization knows that satisfied customers buy more often, in higher volumes leading to long term value of customer relationship and loyalty. However, to employ your customers with better services, clear and accurate customer information is essential. So that you can better know your customer needs and satisfy them.

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For every organization, “Customer Data” is vital – without this where would your marketing, customer support and finance departments be? And yet, the amount of data we accumulate these days is growing exponentially, which leads to “Data Inaccuracy” and making it difficult for many organizations to manage it effectively. For any business, inaccurate data may lead to,

  • Higher consumption of resources
  • Lower customer satisfaction
  • High maintenance cost
  • Increased spam counts
  • Wastage of time and effort
  • Lack of Productivity
  • Inaccurate reports

So how can we eliminate it? Here is the solution for you to detect the duplicates in your CRM and eliminate it. Say Hello, to the Duplicate Check for SuiteCRM.

Unique fields to detect duplicates

We’ve introduced something called “Unique Fields”. You can choose to select the particular fields as unique fields to check for duplicates. Every time you push a new record into the CRM with the variable same as that of the unique field, a prompt pops up saying that a duplicate is found. This helps you to make sure that no duplicates are generated in SuiteCRM.

Duplicate Check for SuiteCRM allows you to check for duplicates by defining your own rules. You can easily enable/ disable the duplicate check mode for the module of your choice. Now maintaining your SuiteCRM data clean without any duplicates is made easy with Duplicate Check for SuiteCRM. Get started today!

Here is another handy plugin, https://store.outrightcrm.com/product/suitecrm-email-to-lead-or-anything/
for creating leads from your inbound emails.

Give us your feedback on what you think can be improved would be of great assistance for us. Kindly write to us at email [email protected].

SuiteCRM Mailchimp Integration Improve Conversions & Business Sales

MailChimp is today’s most popular email marketing automation tool. Therefore, integrating it with a CRM software like SuiteCRM is pretty worthwhile. Besides, it can offer a lot of benefits for businesses. Then, SuiteCRM is not quite convenient for creating attractive campaign designs. Above all, MailChimp lets you do that easily without any trouble. Further, SuiteCRM MailChimp Integration has so many friendly features to create a campaign. It can improve conversions and business sales. Specifically, drag and drop fields to design. In addition, advanced settings to modify default field settings, etc,. In this article, we will know some prominent features of SuiteCRM MailChimp Integration.

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Benefits of SuiteCRM MailChimp Integration

Before we get into the features of SuiteCRM MailChimp Integration, know the benefits. Indeed, know the benefits gained by business through integrating SuiteCRM and MailChimp. Truly, SuiteCRM MailChimp Integration is a must-needed extension for any business. Further, the company needs to level up its business growth. Besides, integrating these two different platforms, save your time. To clarify, save time from manual entry of data in both SuiteCRM and MailChimp. Additionally, keep the sales and marketing team on the same page. Furthermore, you can also produce maximum benefits with the existing data. In addition, it also makes your customers satisfied, employees engaged and boosts up their productivity.

Subscribers & Lists sync

SuiteCRM MailChimp Integration does bidirectional data synchronization. Truly, this integration allows to sync your MailChimp Subscribers’ information to SuiteCRM Leads. Additionally, to SuiteCRM Contacts or Accounts and Vice Versa. In fact, the process starts with feeding data from SuiteCRM to MailChimp. Moreover, this helps to send campaigns to the audience. Indeed, you can sync Mailing List along with Tags, Segments, Groups, Groupings. In addition , with Webhooks between SuiteCRM and MailChimp. Accordingly, it also lets you add subscribers, unsubscribe the subscriber. Further, remove subscribers from the Mailchimp list right inside the SuiteCRM.

Send Target Email Campaigns

You can send the Leads/Contacts data of SuiteCRM to MailChimp. Consequently, send to run campaigns for the specific target audience. Besides, grouping the customers under a specific category upon their interest is possible. That is to say, using the Groups feature in MailChimp, group your customers. Further, sync the results of campaigns to SuiteCRM and analyze your customers’ behavior. Moreover, follow up your Leads with a tailored conversation. In addition, make them your active customers. Indeed, you can view MailChimp Campaigns reports inside SuiteCRM. To clarify, that is useful for analyzing the Campaigns performance.

SuiteCRM MailChimp Extension Installation

The SuiteCRM MailChimp Integration extension is typically installed inside SuiteCRM. Therefore, follow the steps to install the extension inside your SuiteCRM:

  • First, login to your SuiteCRM.
  • Second, visit Profile > Admin > Module Loader.
  • Third, start uploading the module by clicking the ‘Upload’ button.
  • Next, browse and open the extension.
  • Then, click Install.
  • Finally, the new page will show the module’s license agreement. Indeed, Click ‘Allow’ and then select ‘Install’ to install the module in your SuiteCRM.

How to sync Lists and Campaigns

You can easily sync the Lists and Campaigns between SuiteCRM and MailChimp. Most importantly, sync with few easy and simple configurations. Moreover, SuiteCRM MailChimp extensions show logs for every sync. In fact, you can view that in the Logs section.

Sync Lists to SuiteCRM and MailChimp

Here we have explained the steps to sync data between SuiteCRM & MailChimp.

Sync MailChimp Lists to SuiteCRM

Let’s start by syncing the MailChimp Lists data to SuiteCRM. Besides, you can sync any lists to SuiteCRM upon your own desire.

  • First, in SuiteCRM, navigate to ‘All > MailChimp’.
  • Second, in the dashboard section, scroll down to visit the MailChimp Audience area.
  • Third, select the List you want to sync to SuiteCRM.
  • Next, click ‘Get Audience from MailChimp’ to fetch the list data from MailChimp.
  • Then, move to the mapping section, then select the List from the dropdown to map.
  • After, map the SuiteCRM Leads/Contacts/Accounts module fields. Indeed, map with MailChimp fields and save the mapping by clicking save.
  • Later, visit the dashboard again and click the ‘Sync MailChimp Audience to CRM’.
  • Now the particular MailChimp List will be synced to your SuiteCRM.
Sync Lists from SuiteCRM to MailChimp

You can create a new list inside SuiteCRM and sync that to MailChimp. Of course, for that, navigate to the ‘Audience’ tab. Afterward, select the ‘Create MailChimp Audience’. Consequently, fill in the required fields and save the list. In addition, once saved, select ‘Actions > Send Changes to MailChimp’. To clarify, this step sync the new List to MailChimp.

Sync Campaigns to SuiteCRM and MailChimp

Syncing your campaign’s details is also similar to the Lists synchronization.

Campaign sync to SuiteCRM
  • First, in the dashboard section, scroll down to locate the MailChimp Campaigns section.
  • Second, select the campaigns from the MailChimp Campaigns box. Further, click ‘Get Campaigns from MailChimp’.
  • Third, go to Mapping, select campaign from the dropdown, and start mapping.
  • Next, once done save it.
  • Then, again visit the dashboard, now click ‘Sync MailChimp Campaigns to CRM’.
  • Now, the campaign details will be successfully synced to SuiteCRM.
Send Campaigns to MailChimp

In fact, you can also send the SuiteCRM Campaigns to MailChimp whenever you need them in one click.

  • First, in the Campaigns module of SuiteCRM, select the campaigns from the list view.
  • Then, in the detail view of Campaigns module record, send the campaign details to MailChimp in a go. That is to say, Select ‘Actions > Send Campaigns to MailChimp’.

Wrapping Up

Combining your two different and efficient sales and marketing tools is easier now. Truly, this SuiteCRM MailChimp Integration is an essential module for every business with no doubt. Moreover, integrate your SuiteCRM and MailChimp now and sync data bidirectionally. Furthermore, reduce your salesmen’s automation work. Besides, make them more productive. Thereby increase your business growth and employee retention. We are happy to help you if you have any queries, write to us at [email protected]

Simplify Data Management with SuiteCRM Mailchimp Integration

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SuiteCRM Mailchimp Integration easily sync your records, campaigns, and lists. Communicate with your clients and customers through efficient email marketing campaigns. Nurture your leads and track the potential buyers for building your brand. Every business tries to get in touch with their future buyers in some sort of way, especially emails. Thus, demand creation professionals send continuous emails for the product or services sale. Get the most out of your email campaigns through special offers and discounts and simplify data management with SuiteCRM Mailchimp Integration.

Get to know about Mailchimp and CRM

Mailchimp is the most popular email marketing platform used by all business people. It helps to send or run an automatic email marketing campaign and track the results. Send high professional business emails to bring more sales and grow your business. Improve your mailing list by finding your audience, monitoring engagement, and campaign analysis. Nurturing your leads with timely newsletters and running drip campaigns are the targets. CRM manages the whole operation, functionality workflow of a business smoothly without any conflicts. Businesses use SuiteCRM to gain the functionality of the entire tools and strategies. The company increases the business success rate by integrating SuiteCRM with Mailchimp. Accessing your Mailchimp records from SuiteCRM is easy without login to your account. It allows you to sync data bidirectionally for running campaigns.

The Purpose of Integrating Mailchimp with SuiteCRM

Synchronization of the records bidirectionally is the major objective of integration. Your audience and campaigns can be synchronized between SuiteCRM and Mailchimp. Engage your sales and marketing team easily to know the interest of your customers. Make your teams collaborate with each other to run any email campaigns. There is no need for any special or extra operational function. Trigger or schedule the synchronization spontaneously at a limited time. SuiteCRM Mailchimp integration performs the sync automatically on a predefined interval. Mailchimp email marketing tool synchronizes the SuiteCRM records without losing any attribute. Synchronizing the selected records or all data securely is possible with Mailchimp API.

Get your Synchronization without Jumble

Connect your SuiteCRM with Mailchimp bidirectionally with SuiteCRM Mailchimp Integration. No need to jumble between the applications to get your work done. Connect your SuiteCRM with Mailchimp by SuiteCRM Mailchimp Integration extension. Sync your Mailchimp Campaigns to SuiteCRM Campaigns without switching to applications. Sync your lists, Groups, and groupings from Mailchimp to SuiteCRM Contacts, and Leads.

  • Secured and bidirectional sync of your SuiteCRM with Mailchimp API
  • Trigger automatically without manual intervention. Sync starts at a specified time once it is scheduled.
  • Intelligent field mapping auto-maps the Mailchimp fields with your SuiteCRM fields. It automatically removes deleted Mailchimp campaigns by maintaining the data clean. SuiteCRM also removes the unsubscribed list automatically from your campaigns.
  • Manage all your Groups and Groupings from your SuiteCRM
  • You can view your Campaign reports, preview, and graphical representation inside your SuiteCRM.
  • Before taking any decisions, compare the reports, analyze, and advise about the campaigns.
  • Sync audit records by log module with detailed Campaign, Subscribers, and List information.

Key Highlights of SuiteCRM Mailchimp Integration

Mapping the fields of Mailchimp’s list & SuiteCRM’s lead, contacts and accounts fields are simple. Users can sync the contacts list in Mailchimp with Contacts, Leads, Accounts from the Settings page. This can be done by creating a text custom field in the Mailchimp account. Add Groups and groupings in SuiteCRM and then sync to your Mailchimp. Synchronize selected records alone to Mailchimp. Choose the field to Yes under “Sync Selected records?” in Mailchimp Settings.

  • Create, edit and delete Groupings, Groups, Tags, Segments, and webhooks.
  • From your SuiteCRM, you can track the growth history of the Mailchimp list every month.
  • You can remove or delete Mailchimp List from your SuiteCRM.
  • For each synchronized record, you can view Mailchimp Campaign logs and reports.

Additional Features of Integrating SuiteCRM with Mailchimp

Integrating your SuiteCRM with the Mailchimp email marketing tool includes multiple benefits. It supports 14 different multi-languages. You can access your Mailchimp data without login into your account using Bidirectional sync.

Switching between SuiteCRM and Mailchimp to get customer information is easy for a salesperson. Sending emails to clients and getting the campaign details to a sales representative is done quickly. A single window can perform so many operations and also lead management.

You can view the real-time visions from your SuiteCRM about your customer behavior. You can maximize the visibility of your sales from the campaign dashboard. Your marketing team and sales department will get the campaign success rate and your client’s involvement.

SuiteCRM Mailchimp integration enables your team collaboration by nurturing the team members. You can track your leads with complete visibility and work more effectively. Track your leads and previous campaign analysis by improving the list targeting. Create your own targeted list for your audience for the email campaigns.

Get Started with SuiteCRM Mailchimp Integration

You can start with the basic prerequisites of SuiteCRM Mailchimp Integration. Start the integration with your SuiteCRM versions 7* and Mailchimp API Version 3.0. Another important requisite for this 2-way integration is ionCube Loader 4.0 or higher based on your PHP server version. Enabling the CRON on your server will allow you for the module installation by adding an entry.

  • SuiteCRM Installation
  • Bidirectional Module Configuration
  • Creation of Custom Field on Mailchimp
  • API Key generation on Mailchimp

The Conclusion

Sync your Mailchimp account with SuiteCRM to synchronize your data. Syncing records, editing, managing and saving your Mailchimp contacts, lists and campaigns from your SuiteCRM are simple. Get access to connect, synchronize and manage your Mailchimp to SuiteCRM without logging into your account. You can manage the data in both places without any extra effort. Process of records import/export is made easy and done without consuming your time. You can automate your earthly tasks with this bidirectional extension. If you have any doubts, feel free to write to us at [email protected]

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