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CloudTalk + SugarCRM

Create new CloudTalk contacts from new SugarCRM records

Create immediate connections with every new record added to SugarCRM by automating contact creation in CloudTalk. This workflow reacts to each fresh entry in your SugarCRM system, sending the information directly to CloudTalk to promptly form new contacts, thereby enhancing your communication process. It turns a two-step routine into one efficient sequence, providing an effortless and prompt solution to managing customer records.

Create immediate connections with every new record added to SugarCRM by automating contact creation in CloudTalk. This workflow reacts to each fresh entry in your SugarCRM system, sending the information directly to CloudTalk to promptly form new contacts, thereby enhancing your communication process. It turns a two-step routine into one efficient sequence, providing an effortless and prompt solution to managing customer records.

  1. When this happens...
    SugarCRMSugarCRM
    New Record

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

    TriggerScheduled
  2. automatically do this!
    CloudTalkCloudTalk
    Create Contact

    Create a new contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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
  • CloudTalk triggers, actions, and search

    New Call

    Triggers when call is made via CloudTalk.

    Trigger
    Instant
    Try It
    • 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
  • CloudTalk triggers, actions, and search

    New Contact

    Triggers when a contact is created or updated in CloudTalk.

    Trigger
    Instant
    Try It
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About CloudTalk

CloudTalk help modern sales and customer service teams provide better phone support and close more deals.

Related categories

  • Phone & SMS
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About SugarCRM

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

Related categories

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