Connect SugarCRM and SMS Everyone to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Get campaign status
Cancel an SMS
Get delivery status
Get SMS Replies
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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 SugarCRM integrations.
Create Record
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record
Finds a record in selected module or creates a new one if none exists.
Get campaign status
Check the current status of a campaign.
Cancel an SMS
Cancel a campaign to stop its scheduled SMS messages.
Get delivery status
Check the delivery status of a campaign or message (Delivery receipts)
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Frequently Asked Questions
To start, connect both your SugarCRM and SMS Everyone accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in SMS Everyone (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in SMS Everyone. This includes choosing which data fields go into which fields of SMS Everyone, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and SMS Everyone 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 SugarCRM and SMS Everyone. 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreAbout SMS Everyone
SMS Everyone is a versatile platform designed to streamline communication through SMS. It offers robust features for sending and managing text messages, making it ideal for businesses and individuals looking to enhance their communication strategies.
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