Mavenoid + SugarCRM integrations
Create records in SugarCRM 7+ for new completed Mavenoid conversations
If you're using SugarCRM 7+ and Mavenoid Assistant, set up this Zapier integration to create an issue when the customer completes a self-service and/or live support conversation in Mavenoid. Now your support team has all the information about customer issues at their fingertips.
- When this happens...Session Transcript ReadyTriggers when a transcript is created for a completed session.
- automatically do this!Create RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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More things you can do with Mavenoid and SugarCRM
Discover other triggers and actions you can use with Mavenoid and SugarCRM
- New Conversation
Triggers when a new conversation is created.
Try ItTriggerInstant - Product IDRequired
- Phone Number
- SMS Text
- Shorten url
- Include auth token
- Assign to agent
ActionWrite- ModuleRequired
Try ItTriggerPolling- ModuleRequired
ActionWrite
- Session Transcript Ready
Triggers when a transcript is created for a completed session.
Try ItTriggerInstant - ModuleRequired
Try ItTriggerPolling- ModuleRequired
ActionWrite- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
ActionSearch
Related categories
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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