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Create new SugarCRM leads from Instabot conversations

  1. When this happensStep 1: New Engaged User

  2. Then do thisStep 2: Create Lead

Capturing and organizing your leads just got easier with this integration. Once enabled, every time a new user interacts with your chatbot, Zapier creates a lead on SugarCRM. Now you can manage your leads more effectively and maximize your conversion rates.

How this Instabot-SugarCRM integration works

  1. A new user engages with Instabot
  2. Zapier automatically adds a SugarCRM lead

Apps involved

  • Instabot
  • SugarCRM
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Connect Instabot: Chatbot Platform + SugarCRM 6.2-5 in Minutes

It's easy to connect Instabot: Chatbot Platform + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Goal Completed

Triggers when a user completes the specified goal(s) in specific bot(s).

InstantNew Engaged User

Triggers when a new user engages with the specified bot(s).

Create Contact

Create a new contact.

Create Lead

Create a new lead.

Create Task

Create a new task.

InstantNew User

Triggers when the Instabot platform sees a new user for the first time.

Create Case

Create a new case.

Create Entry (Other Module)

Create a new record/entry for a module.

Create Opportunity

Create a new opportunity.

Create User

Create a new user.

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