SugarAI
Connect SugarAI to get a closed loop between social activity and your CRM. Social engagement lands on Target, Lead, Contact or Account Records automatically, job changes trigger instant alerts, and everyone engaging with your content becomes a fully-enriched Lead or Contact.
- SugarAI integration overviewgetsignals connects to SugarAI to create a closed loop between LinkedIn activity and your CRM. Social engagement lands on record timelines automatically, job changes trigger alerts and record updates, and everyone engaging with your content can be pushed into SugarAI as a Target, Lead, or Contact.
- Connecting your SugarAI workspaceConnecting SugarAI requires an admin step inside your SugarAI instance before entering credentials in getsignals. This takes about five minutes and only needs to be done once.
- Matching Settings (Assign Custom Field Source)Matching Settings is how getsignals finds the right SugarAI record to update when social activity is detected. It must be configured before any Intelligence Sync can run.
- Field mappingField mapping controls which enriched contact data fields get written to which SugarAI fields when records are created or updated. Configure this before running any sync or push flow.
- Intelligence SyncIntelligence Sync imports contacts from a SugarAI Target List into a monitoring Signal and writes their LinkedIn activity back to their existing CRM records as notes. No new records are created.
- Let AI filter social signals for relevanceAI relevance filtering stops irrelevant social activity from cluttering your SugarAI records. Instead of writing every like and comment as a note, AI evaluates each one first and only passes the relevant signals through to your CRM as a note.
- Audience CaptureAudience Capture monitors LinkedIn profiles, company pages, or specific post URLs and pushes everyone who engages into SugarAI as a Target, Lead, or Contact. Existing records get a note. New people get a full enriched record.
- Job change monitoringMonitor every Target, Lead, and Contact in a SugarAI Target List for job title and company changes. When a change is detected, the record is updated automatically and your team is alerted.
- Importing campaign leads from a Target ListPull members of a SugarAI Target List directly into a getsignals social outreach campaign. Choose between a one-time import or an ongoing sync that automatically enrolls new additions to the list.
- Monitoring, troubleshooting and audit logsThe Activity tab shows everything that has happened across your SugarAI integration. This article covers how to read the activity log, access per-note API logs, resolve common errors, and what data getsignals stores from your SugarAI instance.