Connect TagMango and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Order Created
Course Progress Event
Course Completion
New Recurring Order Completed
Incomplete Order Created
Choose an Action
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Ready to use TagMango and SugarCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Trigger when new order completed
Course Progress Event
Trigger when new progress started.
Course Completion
This event is triggered when a subscriber completes watching/consuming the entire course.
New Recurring Order Completed
Triggers when new recurring order is created.
Incomplete Order Created
Triggers when incomplete order created.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your TagMango integrations.
Migrate User
The migrate user allows the arbitrary addition of customers to any mango. The behaviour of the API is the same as the add customer option on the customers page in the TagMango dashboard.
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.
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Frequently Asked Questions
To start, connect both your TagMango and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TagMango triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how TagMango data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between TagMango and SugarCRM 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 TagMango and SugarCRM. 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 TagMango
TagMango is a platform that empowers creators to monetize their content and engage with their audience through personalized experiences. It provides tools for creators to offer exclusive content, workshops, and more, enabling them to build a sustainable income stream.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
