FormKeep + SugarCRM 7+ Integrations
How to connect FormKeep + SugarCRM 7+
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New SubmissionTriggers when your form receives a new submission.Trigger
New RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).Trigger- Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- Create RecordCreates a new record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Update RecordUpdates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find RecordFinds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).Action
- Find or Create RecordFinds a record or creates on if it does not exist.Action
How FormKeep + SugarCRM 7+ Integrations Work
- Step 1: Authenticate FormKeep and SugarCRM 7+.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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About SugarCRM 7+
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
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