Intelligence Sync

Intelligence 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.

Written By Kevin Lawrie

Last updated 16 days ago

How it works

Intelligence Sync is the "monitor your pipeline" pathway. You give getsignals a Target List from SugarAI and tell it what activity to watch for. From that point on, every time someone on that list publishes a post, likes a post, comments, or changes jobs, that activity is written as a note on their existing SugarAI record automatically. You configure the type of signal you want to sync back to the CRM.

Your team sees social context inside SugarAI without leaving it. No feed scrolling, no manual research, no browser extensions required.

Prerequisites

SugarAI connected (see [Connecting your SugarAI workspace])
At least one LinkedIn match field configured in Matching Settings (see [Matching Settings])
A Target List in SugarAI containing the records you want to monitor

Creating an Intelligence Sync

Go to Integrations then SugarAI then the Setup Sync tab.
Choose one of the three Intelligence intents:

Signal	What it monitors
Know what your pipeline is paying attention to	Posts your contacts liked and comments they left
See what your pipeline is saying out loud	New posts published by your contacts
Never miss a job change again	Job title and company changes

Click Setup Sync on your chosen intent.
The setup drawer opens. Work through two steps.

Step 1: Choose your SugarAI source

Target List: Select the Target List to import from. All records in that list with a LinkedIn profile in your configured match field are imported into the monitoring Signal.

Record scope: Choose which record types to monitor from that list:

Options	What it monitors
Contacts, Leads, and Targets	All three person types (default)
Contacts only	Contact records only
Leads only	Lead records only
Targets only	Target (Prospect) records only
Targets, Leads, Contacts, and Accounts	All person types plus Account pages (new posts intent only)
Accounts only	Company pages only (new posts intent only)

Step 2: Rule options

Options	Notes
Rule name	Optional. Auto-generated if left blank.
Maximum contacts to import	Default 200, maximum 500. Controls the initial backfill. New additions to the Target List are picked up automatically after that.
Post Lookback Period	For new posts intents: how far back to capture historic posts on first run.

Click Create sync. A Signal is created automatically and will process within 60 minutes.

What gets written back to SugarAI

Each piece of captured activity appears as a note on the matched record:

	Activity What the note contains
New post	Post content, author, link, and timestamp
Like	The post that was liked, the original author, and reaction type
Comment	The comment text, the post it was left on, and the original author
Job change	New role, new company, and updated contact details

Notes are visible to everyone on your team with access to that SugarAI record.

Managing Intelligence Syncs

Go to the Signals tab in the Sync Hub to see all active Intelligence sync rules. From there you can:

Toggle a sync on or off
Delete a sync rule and its associated Signal

The source column shows which Target List each sync is pulling from.