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DMSales + SugarCRM

Add new leads from DMSales to SugarCRM 7+

With this integration, you'll never copy-and-paste leads from DMSales manually again. Once this zap is active, it automatically migrates new lead details to your SugarCRM as soon as a new DMSales lead is created.

With this integration, you'll never copy-and-paste leads from DMSales manually again. Once this zap is active, it automatically migrates new lead details to your SugarCRM as soon as a new DMSales lead is created.

  1. When this happens...
    DMSalesDMSales
    New Lead in Project

    Triggers when a new person is created in project on DMSales platform.

    TriggerScheduled
  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?
    • PageRequired

    • LimitRequired

    • Project ID

    Trigger
    Scheduled
    Try It
    • ProjectRequired

    • Contact's IDRequired

    • ContentRequired

    Action
    Write
    • ProjectRequired

    • Contact's IDRequired

    • TagsRequired

    Action
    Write
    • ProjectRequired

    • Contact's IDRequired

    • TagsRequired

    Action
    Write
    • Project's IDRequired

    • SegmentRequired

    Trigger
    Scheduled
    Try It
    • Project IDRequired

    • Person ID

    • Type

    • Name

    • Surname

    • Company name

    • NIP

    • KRS

    • REGON

    • Position

    • Voivodeship

    • County

    • City

    • Postal Code

    • Street

    • Street Number

    • Local Number

    • Email

    • Phone

    • Sex

    • Tags

    • Source

    • Planned Deal Date

    • Next planned action

    Action
    Write
    • ProjectRequired

    • E-mail

    • Phone

    • Contact ID

    • Event typeRequired

    • Value

    • Campaign

    Action
    Write
    • Project IDRequired

    • Person IDRequired

    • Type

    • Name

    • Surname

    • Company Name

    • NIP

    • KRS

    • REGON

    • Position

    • Voivodeship

    • County

    • City

    • Postal Code

    • Street

    • Street Number

    • Local Number

    • Email

    • Phone

    • Sex

    • Tags

    • source

    • Predicted Deal Date

    • Next Action Date

    Action
    Write
dmsales logo
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About DMSales

DMSales platform is a tool to marketing and sales automation. Conduct campaigns, acquire customers and maintain relationships in one place.

Related categories

  • Sales & CRM
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sugarcrm7 logo

About SugarCRM

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