Mavenoid + SugarCRM

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 Ready
Triggers when a transcript is created for a completed session.
TriggerInstant
automatically do this!
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

New Conversation
Triggers when a new conversation is created.
Trigger
Instant
Try It
- Product IDRequired
- Phone Number
- SMS Text
- Shorten url
- Include auth token
- Assign to agent
Action
Write
- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search or write

Session Transcript Ready
Triggers when a transcript is created for a completed session.
Trigger
Instant
Try It
- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search

About Mavenoid

Mavenoid combines self-service and live support in one, so companies can effortlessly support their customers in every step. From installing, to using, to troubleshooting their products.