Leads

Synchronize Leads


Purpose: Keep lead lists in Exchange and SugarCRM up-to-date. Usage scenario might be the following: You create a new lead on your mobile device when you are in a meeting and after a while it becomes available in company's CRM system. Someone in the office adds additional details about the new lead (e.g. after quick internet search) and after a few moments you know everything about the person you are dealing with.

Related Scenarios: Set Company name for a lead and in Exchange copy and paste the lead into "[Contatcs]\CRM Accounts" folder. Corresponding Exchange and SugarCRM accounts are created automatically in this case. And the lead becomes attached to the new account in SugarCRM.

Description: Synchronization of leads between Exchange "[Contacts]\CRM Leads" folder and Leads module of SugarCRM.

Synchronization Rules and Options:

  • Exchange to SugarCRM
    • Update SugarCRM lead if it exists.
    • Create SugarCRM lead if it does not exist.
    • Assign the following categories to Exchange lead after synchronization: Archived, CRM, CRM Lead.
  • SugarCRM to Exchange
    • Update Exchange lead if it exists.
    • Create Exchange lead if it does not exist.
    • Assign the following categories to Exchange lead after synchronization: CRM, CRM Lead.
  • Exchange Categories
    • Archived, CRM, CRM Lead

Merge of Legacy Data and Migration

If AESync is put into the system when both Exchange and SugarCRM already have leads then existing leads are merged together according to the following rules:

  • Automatic merge is only done during SugarCRM -> Exchange synchronization (E2S). By design all scenarios have E2S rule first, so this condition is met by default.
  • Exchange leads are identified by FirstName, LastName and Email1Address field combination.
  • SugarCRM leads are identified by first_name, last_name and email1 field combination.
  • SugarCRM and Exchange leads are linked together if they have equal identifiers.
  • Comparison is performed ignoring character case.