Manifestly + SugarCRM 6.2-5 Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Manifestly and SugarCRM 6.2-5, with as many as 30 possible integrations. Are you ready to find your productivity superpowers?
Create Manifestly checklist runs from new SugarCRM leads
Ensure you follow the same sales process for every new lead your organization has. With this Manifestly to SugarCRM Zapier integration, your checklist runs will be automatically created and assigned to the proper staff, giving you peace of mind that your client onboarding and CRM lead processing are timely and always according to defined standard procedures.
Note: You'll need to first create a Manifestly checklist you wish to run for this integration.
How It Works
- A new lead is created in SugarCRM
- Zapier automatically launches a checklist in Manifestly
What You Need
- SugarCRM account
- Manifestly account
It's easy to connect Manifestly + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a checklist step is completed.
Creates a run of a checklist.
Triggers when a checklist run is completed.
Create a new case.
Triggers when a checklist run is started.
Create a new task.
Triggers when you add a new case.
Create a new lead.
Triggers when you add a new contact.
Create a new contact.
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