Do everything in one place
Customize your Sugar CRM and Yext 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
Yext
- New entityNew entity in Yext
- New/updated entityNew/updated entity in Yext
Any other trigger you can think up
Actions
Do this…
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
Yext
- Create entityCreate entity in Yext
- Custom actionCustom action in Yext
- Get entity by IDGet entity by ID in Yext
- Search entitiesSearch entities in Yext
- Search entities with custom filterSearch entities with custom filter criteria in Yext
- Update entityUpdate entity in Yext
Any other action you can think up
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