I am looking at using mautic and suitecrm.
If my reading was wel understood, there is a suitecrm integration option iin Mautic. When you look at it, it is Sugar crm and community version 7.x.
Is it compatible with the latest version of v7.x?
Is it compatible with latest v8.x?
Thanks
Joseph
I use it every day. I can confirm it works well with 7.x. I havenât tried it on 8 yet, but I would strongly suspect it doesnât work as I know the API url for 8 is slightly different. The plugin canât work for both 7 and 8 without changing the API URL is what Iâd predict.
Make sure you use the SugarCRM 6.x version for the Mautic plugin NOT the 7.x version.
Mautic sounds interesting. Any helpful videos on it with Suite ?
I havenât had a chance to make any Youtube videos about Mautic and SuiteCRM. One day!
Feel free to reach out if youâre interested in a demo.
Hi @pstevens
You are leading the way in Mautic on SuiteCRM - great work.
In June 2023 you wrote above:
I use it every day. I can confirm it works well with 7.x. I havenât tried it on 8 yet, but I would strongly suspect it doesnât work
back in 2022 you wrote about limitations -on the Mautic forum: do those limitations still apply ?
Iâve done extensive testing with SuiteCRM - Mautic Integration. Hereâs what works and what doesnât.
Add a new lead to Mautic - > SuiteCRM No problem
Add a new lead to SuiteCRM â Mautic No Problem
Modify a lead in SuiteCRM â Mautic No Problem
***Modify a lead in Mautic â SuiteCRM NOT WORKING (even if the direction of sync is set correctly)If you try to schedule a âpushâ to integration via campaign to try and update the SuiteCRM side, any âpushâ activity fails.
Itâs so close to being perfect. If only Mautic changes would update in SuiteCRM it would be awesome.
@DJuser actually I learned something new from Ruth Cheesley. (Sheâs one of the key people on the Mautic Project).
Mautic DOES push to SuiteCRM. HOWEVER, there is a glitch. Itâs a timing issue. Lets say the SuiteCRM updates, it then pushes to Mautic. If the Mautic side then updates within the window of then next update from SuiteCRM it wonât apply the Mautic update because it will be overwritten by the next SuiteCRM update. So in my testing when I would make a change in SuiteCRM it updates Mautic. Then I would test the other way, and on the next sync, it would still sync SuiteCRM ->Mautic and I interpreted this as it doesnât work. It does as long as the timing doesnât over lap. This is actually a bug raised on Github for Mautic, it has a proposed solution posted. I promised Ruth Iâd test it. Just havenât got there yet. Iâve gone as far as setting up a Mautic and SuiteCRM test installations so I could test syncâs back and forth.
Other than that one small issue it works great.
I love SuiteCRM, but email marketing I find to be over complex and doesnât really have a lot of the features now common in email marketing. Thatâs why I use Mautic. They work excellent together and with both you have a World Class CRM AND a World Class marketing platform, both open source. They are really an awesome combination.
Mautic brings a super easy drag and drop email builder based on Grape JS. You can also build landing pages and website popups with it⌠a fully functioning form builder as well. PLUS, you get combined web tracking and email tracking that enable you to score leads based on engagement.
If that wasnât enough, with Mautic you can build complex drip campaigns based on activity, interest, segment, etc. Oh and you can track leads by IP geographically, the features are just incredible. When you combine this with SuiteCRM workflow and start to schedule follow up calls for sales reps based on lead engagement activity you have a really powerful sales and marketing tool.
You can build a system where sales activity is driven by Marketing Intelligence gathered through Mautic and automated with SuiteCRM.
Thx @pstevens
Ruth is a bit of a star I hear. And it is interesting that Mautic has in the last 3 months now become a fully-independent open Source project: no longer under Acquiaâs wings (which may have been limiting).
(Their challenges as a small open-source project are not dis-similar to SuiteCRMs.)
Thanks for that update -that is very positive on that one gap.
We plan to use Mautic with our existing SuiteCM too. The reasons you gave are well written and explain WHY it is a good combination.
Regards Landing pages in Mautic: My team have been learning Mautic this month; they said that the Landing page editor is very limited ? Compared to other web editors like you get in web platforms like Wix: so we will put Landing pages on Wix.
It seems that most Mautic companies already have a web-site: so put their landing pages there. Ie do not need the Mautic landing page feature?
Mautic has very good Email design features: as you mentioned.
Hey @DJuser I guess everyone has their preferences, but the GrapeJS builder is fully functional. I like it because I have more control over HTML and CSS than something like WIX. It does take some getting use to. I spent a couple of days with it before I got the hang of it. Itâs very similar to like an Elementor if you use WP.
The reason why this is a great feature is really dependent on the size of the company. In a smaller company you can have a website, use WIX, do whatever you like. In larger organizations that I deal with, doing a simple Facebook campaign with and Ad and landing page takes a team of people and a bunch of team meetings. Marketing develops the content, then IT has to make arrangements for the landing page, then Marketing has to hire a designer/developer, then Purchasing has to get involved to issue the contract and AP has to get involved to pay the designer⌠you see where this is going. With Mautic, the Marketing team can do all of this in one application and role out a simple FB campaign the next day if they had to. This is where the Mautic GrapeJS builder really shines. Plus, all the web tracking, etc is already built into Mautic to measure visits and conversions. No external configurations are necessary.
Yes, thatâs the benefit of it I agree: but for us thatâs less vital. But I absolutely see the benefit you get with your larger clients; the all in one boxâ approach really does allow for fast turn-round: which is so vital. Itâs one of the â5 Engineering Principlesâ approach, that Iâve read about online, from discussion about space-rocket design with Elon Musk.
Also I see that Mautic V5.0 is coming out now and 5.1 end of Q2: will that be a smooth sailing upgrade with SuiteCRM do you think?
The way its built the integration plugin is like an add on. It hasnât been touched in years. Its not really affected by core updates.
The only issues Ive ever encountered have been on fhe SuiteCRM side. PHP 8 breaks the API but I fixed in in another thread here.
When a Contact changes their email address - how does Mautic handle that?
We are B2B not B2C -so our contacts often move to a new job at a new company: with new email address. In Suite, it works fine, none of their past history of meetings and calls documents is lost.
But I understand that Mautic uses email address as a prime key: so what happens when a Contact changes email address - does Mautic treat them as a brand new Contact, with no past History? If it does, weâll have to think how to handle that.
Hey @DJuser it depends on which is the âmasterâ. You set the sync up such that on a field by field basis you choose which is the âmasterâ either SuiteCRM or Mautic. I you set SuiteCRM to be the master for email, then change the email on the Mautic side, nothing will happen on the SuiteCRM side and in fact it will get over written the next time the record updates.
If you make Mautic the master, then it will over write suiteCRM with the same implications.
Once a record is âsyncedâ it no longer depends on the email address. It use the SuiteCRM record ID to sync the records. All the âkeyâ field does is ensure you donât have duplicates.
A trick I use is make the suitecrm ID the key field and remove the key field designation from email address and let Suitecrm drive which records are unique or not.
@pstevens and all:
The Mautic forum people are looking for people with Suite-Mautic experience to go on their Mauticast about it:
