Connect SugarCRM and whale to Build Intelligent Automations
Integrate SugarCRM with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your SugarCRM and whale accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in whale (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in whale. This includes choosing which data fields go into which fields of whale, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and whale 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 whale. 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.
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About whale
Centralize all your processes, SOPs, playbooks, and more — so you can quickly onboard, train, and set your team up for success.
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