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CONSENSUS + SugarCRM

Create SugarCRM 7+ records from new demos watched in CONSENSUS

As your viewers engage with their DemoBoards, you will want to be able to pass this vital data into your other marketing and CRM tools. Use this automation to pass through view data automatically, including personalization responses, view time, and more!

As your viewers engage with their DemoBoards, you will want to be able to pass this vital data into your other marketing and CRM tools. Use this automation to pass through view data automatically, including personalization responses, view time, and more!

  1. When this happens...
    CONSENSUSCONSENSUS
    Demo Watched

    Triggers when a demo is watched from Sales Accelerator.

    TriggerInstant
  2. automatically do this!
    SugarCRMSugarCRM
    Create Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CONSENSUS triggers, actions, and search

    Demo Watched

    Triggers when a demo is watched from Sales Accelerator.

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search
consensus logo
consensus logo

About CONSENSUS

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

Related categories

  • Marketing
sugarcrm7 logo
sugarcrm7 logo

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn moreHelp

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