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CONSENSUS + SugarCRM 7+ Integrations

How to connect CONSENSUS + SugarCRM 7+

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Supported triggers and actions

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

    Demo Watched

    Triggers when a demo is watched from Sales Accelerator.

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

      Use this to search for two fields together, like First Name and Last Name.

    • Value for Search Field #2

    Action
    Search
  • CONSENSUS triggers, actions, and search

    New Lead

    Triggers when a new lead is collected in Consensus.

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

      Use this to search for two fields together, like First Name and Last Name.

    • Value for Search Field #2

    Action
    Search or write

How CONSENSUS + SugarCRM 7+ Integrations Work

  1. Step 1: Authenticate CONSENSUS and SugarCRM 7+.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
consensus logo
consensus logo

About CONSENSUS

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

Related categories

  • Marketing
sugarcrm7 logo
sugarcrm7 logo

About SugarCRM 7+

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

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