Connect SugarCRM and Featurebase to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Create Feedback Post
Update Feedback Status
Add Voter to Post
List Feedback Posts
Get Feedback Statuses
List Admins
Create Conversation
Create Or Update Contact
List Companies
Get Conversation Summary
Create Or Update Company
Update Conversation
Create Ticket
List Conversations
Create Or Rename Tag
List Feedback Tags
List Ticket Categories
Ready to use SugarCRM and Featurebase 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.
New Post
Triggers when a new post is created on your feedback board.
New Post Appears
Runs when new post appears
New Comment Appears
Runs when new comment appears
Ticket Is Created
Runs when Ticket Is Created
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 Featurebase accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Featurebase (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Featurebase. This includes choosing which data fields go into which fields of Featurebase, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Featurebase 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 Featurebase. 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
Learn More
