Connect HDFC Smart GATEWAY and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for HDFC Smart GATEWAY
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Ready to use HDFC Smart GATEWAY and SugarCRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your HDFC Smart GATEWAY integrations.
Create Payment Session
Create a payment session and generate a hosted payment page link.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
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Frequently Asked Questions
To start, connect both your HDFC Smart GATEWAY and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in HDFC Smart GATEWAY triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how HDFC Smart GATEWAY data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between HDFC Smart GATEWAY and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HDFC Smart GATEWAY and SugarCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About HDFC Smart GATEWAY
HDFC Smart GATEWAY is a comprehensive payment processing platform designed to facilitate seamless and secure transactions for businesses and individuals. It offers a range of services including online payment acceptance, fraud detection, and transaction management, ensuring a smooth and efficient payment experience.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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