Docsify + SugarCRM
Create SugarCRM opportunities from new Docsify viewed documents
Creating new opportunities is a hassle. Don't you wish that you could automatically create an opportunity whenever someone views a document? With this integration, you can! Now, whenever someone views your Docisfy document, Zapier will automatically create an opportunity for you in SugarCRM.
Creating new opportunities is a hassle. Don't you wish that you could automatically create an opportunity whenever someone views a document? With this integration, you can! Now, whenever someone views your Docisfy document, Zapier will automatically create an opportunity for you in SugarCRM.
- When this happens...New Document Viewed
Trigger when the document was viewed.
- automatically do this!
- Free forever for core features
- 14 day trial for premium features & apps
About Docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them
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About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
