LiveAgent + SugarCRM 6.2-5 Integrations
How to connect LiveAgent + SugarCRM 6.2-5
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New Customer (Experimental)Triggers when a new customer is added to system. (uses API v3).Trigger- New CustomerTriggers when a new customer is added to system.Trigger
- Add Customer to GroupAdd customer to group.Action
- Create ConversationCreates new conversation.Action
- Add New CustomerAdds new contact/customer to system.Action
- Remove Customer From GroupRemoves customer from particular group.Action
New CaseTriggers when you add a new case.Trigger- New ContactTriggers when you add a new contact.Trigger
- SugarCRM 6.2-5
Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new field to a module.
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new lead.
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new module.
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new opportunity.
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new task.
Scheduled
Trigger
- SugarCRM 6.2-5
Triggers when you add a new user.
Scheduled
Trigger
- SugarCRM 6.2-5
Create a new case.
Scheduled
Action
- SugarCRM 6.2-5
Create a new contact.
Scheduled
Action
- SugarCRM 6.2-5
Create a new record/entry for a module.
Scheduled
Action
- SugarCRM 6.2-5
Create a new lead.
Scheduled
Action
- SugarCRM 6.2-5
Create a new opportunity.
Scheduled
Action
- SugarCRM 6.2-5
Create a new task.
Scheduled
Action
- SugarCRM 6.2-5
Create a new user.
Scheduled
Action
How LiveAgent + SugarCRM 6.2-5 Integrations Work
- Step 1: Authenticate LiveAgent and SugarCRM 6.2-5.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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