Static text field mapping best practices from a Website form to your CRM!

Subscriber:

As you know, we are trying to sync a new MailChimp Form to our existing NetSuite CRM.

We are bringing the records in as new leads and are populating an existing MailChimp Group we created from a Saved Search on the NetSuite CRM side using SyncApps. (*A NetSuite Saved Search will create a MailChimp Group using SyncApps)

The prospects will self select the MailChimp Group. We have a required field in NetSuite CRM called Lead Source which has numerous drop down options we do not want to ask prospects to select from on the MailChimp Form.

We would like to pull over a specific value for that field and have created a lead source called "From MailChimp Forms" each time.

In testing, we "see" the mapping option for Lead Source, but the system is not recognizing the value when we put in the default merge tag value... We tried your knowledge base and MailChimp’s before emailing again!

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What are we missing?
Thanks!

Cazoomi:

In order to accomplish this task our team will need to enable "static text mapping" option for your SyncApps.

"Static text mapping" should enable you to label leads flowing from each Sync Profile "Master List" in MailChimp back to NetSuite CRM.

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When a new lead signs up from your site then automatically lands in the MailChimp List, which is in this case is the Sync Profile "Master List", you are all set as "From MailChimp Forms" will be mapped to their NetSuite CRM record on the sync.

If you ever need any of our Enterprise plan features turned on in your Sync Profiles just email our Support team at support@cazoomi.com to have them enabled.             

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