When this happens...
SugarCRM 6.2-5New Lead
Then do this...
ManifestlyRun Checklist

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

  1. A new lead is created in SugarCRM
  2. Zapier automatically launches a checklist in Manifestly

What You Need

  • SugarCRM account
  • Manifestly account
Premium
SugarCRM 6.2-5 is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
Complete Checklist Step

Triggers when a checklist step is completed.

Run Checklist

Creates a run of a checklist.

Complete Checklist Run

Triggers when a checklist run is completed.

Create Case

Create a new case.

New Checklist Run

Triggers when a checklist run is started.

Create Task

Create a new task.

New Case

Triggers when you add a new case.

Create Lead

Create a new lead.

New Contact

Triggers when you add a new contact.

Create Contact

Create a new contact.

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Become a Zapier Integration Partner

Manifestly checklist software improves collaboration and accountability in your organization's recurring processes.

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.

See SugarCRM 6.2-5 Integrations