Connect myphoner and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for myphoner
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
Create Account
Update Account
Delete Account
Get Accounts
Ready to use myphoner and SugarCRM automations
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 myphoner integrations.
Create Lead
Create a new lead in the selected Myphoner list with contact and profile details.
Mark Lead as Winner
Mark a selected Myphoner lead as a winner. Optionally add an internal comment, assign a category, schedule a callback, or set a follow-up date.
Mark Lead as Lost
Mark a Myphoner lead as lost and optionally add a comment, schedule a callback, set a callback delay, or assign a category.
Schedule Callback
Mark a Myphoner lead for a callback — set a delay or exact date/time and add an optional comment and category.
Find or Create Lead
Searches a Myphoner list for a lead by full name and optionally creates the lead if none is found.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
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Frequently Asked Questions
To start, connect both your myphoner and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in myphoner triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how myphoner 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 myphoner 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 myphoner 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 myphoner
Myphoner is a cold calling tool used for lead management and lead tracking, with the focus of creating a superior workflow for the sales agent.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
