Levitate + SugarCRM
Create or update Levitate contacts when new records are added in SugarCRM
Effortlessly manage your Levitate contacts each time a new record pops up in your SugarCRM app with this convenient workflow. When new data is detected in SugarCRM, it will automatically update or add a new contact in Levitate. Ideal for businesses seeking to keep their records consistent and up-to-date, this simplifies the task of data handling while saving you time for other important tasks.
Effortlessly manage your Levitate contacts each time a new record pops up in your SugarCRM app with this convenient workflow. When new data is detected in SugarCRM, it will automatically update or add a new contact in Levitate. Ideal for businesses seeking to keep their records consistent and up-to-date, this simplifies the task of data handling while saving you time for other important tasks.
- When this happens...New Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
- automatically do this!Create or Update Levitate Contact
Creates or updates a Contact in Levitate
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ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
Contact ID in Source SystemRequired
Last Name
First Name
Full Name
Email Addresses
Phone Numbers
Address Line 1
Address Line 2
Address City
Address State / Province
Address Postal Code
Address Country
Birthday
Tags
Note
ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
Donor NameRequired
Donor EmailRequired
Donation AmountRequired
Donation Date
Donation Type
Campaign
Donation Stage
External ID
Donor ID
