Connect TxtSync and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact 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 TxtSync and SugarCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
runs when a New Contact is Created.
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.
Do thisActions
Action is the task that follows automatically within your TxtSync integrations.
Send SMS
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
List Contacts
List all contacts and their details.
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.).
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Frequently Asked Questions
To start, connect both your TxtSync and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in TxtSync triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how TxtSync 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 TxtSync 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 TxtSync 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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
