Loading

Anwaltssekretariat + SugarCRM + Filter by Zapier

Create records in SugarCRM 7+ for new Anwaltssekretariat call notes

When Anwaltssekretariat handles a call from one of your prospects you'll would want to create a record in SugarCRM 7+. they will be added as a record in SugarCRM 7+ automatically. You can filter the call notes based on call reasons. Refer to your Anwaltssekretariat account for your configured call reasons. This eliminates the need for creating records manually after you get calls.

When Anwaltssekretariat handles a call from one of your prospects you'll would want to create a record in SugarCRM 7+. they will be added as a record in SugarCRM 7+ automatically. You can filter the call notes based on call reasons. Refer to your Anwaltssekretariat account for your configured call reasons. This eliminates the need for creating records manually after you get calls.

  1. When this happens...
    AnwaltssekretariatAnwaltssekretariat
    Generation of the Callnote or Voicemail

    Triggers when a new callnote is created or a voicemail message is received.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this!
    SugarCRMSugarCRM
    Create Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
    • Only continue if...Required

    Action
    Filter
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search or write
anwaltssekretariat logo
anwaltssekretariat logo

About Anwaltssekretariat

Anwaltssekretariat is your virtual assistant. Real secretaries take your calls – enabling you to focus on what really matters for your business

Related categories

  • Communication
sugarcrm7 logo
sugarcrm7 logo

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn moreHelp

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

Related categories