Connect SugarCRM and V7 Go to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Create Project
Create a New Session
Delete Project
Update Project
Create an export
Delete an Export
Ready to use SugarCRM and V7 Go 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 SugarCRM integrations.
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.
Delete Lead
Delete a lead by ID, email, or phone.
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Frequently Asked Questions
To start, connect both your SugarCRM and V7 Go accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in V7 Go (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in V7 Go. This includes choosing which data fields go into which fields of V7 Go, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and V7 Go 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 V7 Go. 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 V7 Go
V7 Go is a cutting-edge platform designed for AI-driven image and video annotation, streamlining the process of training machine learning models. It offers advanced tools for data labeling, management, and collaboration, making it an essential resource for developers and data scientists working on computer vision projects.
Learn More
