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Customize your Crossbeam and Sugar CRM integration with the following
triggers and actions.
Triggers
When this happens…
Sugar CRM
- New recordNew record in SugarCRM
- New/updated recordNew/updated record in SugarCRM
Any other trigger you can think up
Actions
Do this…
Crossbeam
- Get partnersGet your partners in Crossbeam
- Get report dataGet report data in Crossbeam from one of your reports
- Get reportsGet your reports in Crossbeam
- Search partner records by record type and IDSearches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
- Search record by domainSearch your record data in Crossbeam with a matching domain
- Search record by emailSearch your record data in Crossbeam for a record with a matching email
- Search record by IDSearches your record data in Crossbeam with a matching ID
Any other action you can think up
Sugar CRM
- Create recordCreate record in SugarCRM
- Custom actionCustom action in SugarCRM
- Delete recordDelete record in SugarCRM
- Get record details by IDGet details of specific record in SugarCRM
- Get record details by sync key (external ID)Get details of specific record in SugarCRM
- Get record by email addressGet records by email address in SugarCRM
- Search recordsSearch records in SugarCRM
- Update recordUpdate record in SugarCRM
- Upsert recordUpsert record in SugarCRM
Any other action you can think up
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