Connect SugarCRM and Keka to Build Intelligent Automations

Choose a Trigger

SugarCRM

When this happens...

Choose an Action

Keka

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Record Created

New Record Created

Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.

Record Updated

Record Updated

Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.

Employee Clocks In

Employee Clocks In

Runs when employee clocks in

Request a new Trigger for SugarCRM

Do thisActions

Action is the task that follows automatically within your SugarCRM integrations.

Create Record In Any Module

Create Record In Any Module

Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).

Update Record In Any Module

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

Find or Create Record In Any Module

Finds a record in selected module or creates a new one if none exists.

Create Lead

Create Lead

Create a new lead in SugarCRM.

Update Lead

Update Lead

Update a lead using an ID, email address, or phone number.

Delete Lead

Delete Lead

Delete a lead by ID, email, or phone.

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Frequently Asked Questions

How do I start an integration between SugarCRM and Keka?

To start, connect both your SugarCRM and Keka accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Keka (or vice versa).

Can we customize how data from SugarCRM is recorded in Keka?

Absolutely. You can customize how SugarCRM data is recorded in Keka. This includes choosing which data fields go into which fields of Keka, setting up custom formats, and filtering out unwanted information.

How often does the data sync between SugarCRM and Keka?

The data sync between SugarCRM and Keka typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from SugarCRM to Keka?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between SugarCRM and Keka?

Yes, you can set conditional logic to control the flow of data between SugarCRM and Keka. 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.

SugarCRM

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

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Keka

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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