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LeadConnector + SugarCRM

Create and manage new SugarCRM records by adding or updating contacts in LeadConnector

With this workflow, you can streamline your tasks effortlessly. When a new record appears in your SugarCRM, it instantly updates or adds the related contact information in LeadConnector. This automation not only saves valuable time but ensures accurate, up-to-date contact data across your systems, enhancing your business efficiency and customer engagement practices.

With this workflow, you can streamline your tasks effortlessly. When a new record appears in your SugarCRM, it instantly updates or adds the related contact information in LeadConnector. This automation not only saves valuable time but ensures accurate, up-to-date contact data across your systems, enhancing your business efficiency and customer engagement practices.

  1. When this happens...
    SugarCRMSugarCRM
    New Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    TriggerScheduled
  2. automatically do this!
    LeadConnectorLeadConnector
    Add/Update Contact

    Adds or updates an existing contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search
    • In PipelineRequired

    • Moved to Stage

    Trigger
    Instant
    Try It
    • ModuleRequired

    Trigger
    Scheduled
    Try It
    • ModuleRequired

    Action
    Write
    • ModuleRequired

    • Search Field #1Required

    • Value for Search Field #1Required

    • Search Field #2

    • Value for Search Field #2

    Action
    Search or write
    • First Name

    • Last Name

    • Full Name

    • Phone Number

    • Email

    • Address

    • City

    • State

    • Postal Code

    • Tags (comma delimited string for multiple tags)

    • Source

    • Mark as LeadRequired

    • Notes

    • Business Name

    • Country

    Action
    Write
leadconnector logo

About LeadConnector

LeadConnector is a platform for marketing agencies to manage marketing automation to customer communications and beyond.
Learn moreHelp

Related categories

  • Marketing Automation

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sugarcrm7 logo

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

Related categories

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