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Capsule CRM + SugarCRM

Create SugarCRM 7+ records for new or updated Capsule CRM opportunities

Effortlessly maintain your sales data across Capsule CRM and SugarCRM 7+ with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a corresponding record will be created in SugarCRM 7+, ensuring accurate and up-to-date information in both systems. Say goodbye to manual data entry and keep your sales teams aligned with this time-saving automation.

Effortlessly maintain your sales data across Capsule CRM and SugarCRM 7+ with this seamless workflow. Whenever a new or updated opportunity occurs in Capsule CRM, a corresponding record will be created in SugarCRM 7+, ensuring accurate and up-to-date information in both systems. Say goodbye to manual data entry and keep your sales teams aligned with this time-saving automation.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    SugarCRMSugarCRM
    Create Record

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

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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capsulecrm logo

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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About SugarCRM

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

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