Connect SugarCRM and tawk.to to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Create Tawk.to Site
List Properties
Create Chat Widget
Ready to use SugarCRM and tawk.to 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.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
New Chat Transcript Arrives
Runs when a new chat transcript is saved for the selected Tawk.to property.
Ticket Created
Create a support ticket for a chat on the selected Tawk.to property.
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 tawk.to accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in tawk.to (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in tawk.to. This includes choosing which data fields go into which fields of tawk.to, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and tawk.to 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 tawk.to. 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn More
