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Insiteful + SugarCRM

Add new Insiteful leads to Sugar CRM 7+ as records

Create records in Sugar CRM 7+ when new leads are captured by Insiteful.

Create records in Sugar CRM 7+ when new leads are captured by Insiteful.

  1. When this happens...
    InsitefulInsiteful
    New Lead

    Triggers when a new lead (partial form submission with contact data) is detected & captured by Insiteful.

    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?
    • Website Domain

    • Form Selector

    • Form URL

    Trigger
    Scheduled
    Try It
    • Website DomainRequired

    Trigger
    Scheduled
    Try It
    • URL

    • Domain

    • Selector

    Action
    Search
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • Website Domain

    • Form URL

    • Form Selector

    • Lead ID

    • Form ID

    Trigger
    Scheduled
    Try It
    • DomainRequired

    • Email

    • Phone

    • Form ID

    • Get Details?

    • Get Form Entries?

    • Abandons Only?

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
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About Insiteful

Insiteful is a web form tracking & optimization tool to automagically unlock more leads from any form — make every click count!
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Related categories

  • Marketing Automation

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sugarcrm7 logo

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