Interact + SugarCRM
Create records in SugarCRM 7+ for new Interact leads
Efficiently manage your new leads with this Interact and SugarCRM 7+ workflow. Whenever a new lead is generated in Interact, a record is created in SugarCRM 7+ to help you better track and organize your sales process. Keep your customer relationship management streamlined and up-to-date with this seamless automation.
Efficiently manage your new leads with this Interact and SugarCRM 7+ workflow. Whenever a new lead is generated in Interact, a record is created in SugarCRM 7+ to help you better track and organize your sales process. Keep your customer relationship management streamlined and up-to-date with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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QuizRequired
Try ItModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
