Levitate + SugarCRM
Update Levitate contacts when records are updated in SugarCRM
Keep your contacts in Levitate up-to-date with changes occurring in SugarCRM with this handy workflow. When a record gets updated in SugarCRM, this automation creates or updates the corresponding contact in Levitate, ensuring information consistency across your apps. Efficiently maintain your contact databases while eliminating manual data transfer.
Keep your contacts in Levitate up-to-date with changes occurring in SugarCRM with this handy workflow. When a record gets updated in SugarCRM, this automation creates or updates the corresponding contact in Levitate, ensuring information consistency across your apps. Efficiently maintain your contact databases while eliminating manual data transfer.
- When this happens...Updated Record
Triggers when an existing record is updated in 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
