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

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

What You Need

  • SugarCRM account
  • Manifestly account
Create Manifestly checklist runs from new SugarCRM leads
SugarCRM 6.2-5 integration logo

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

Manifestly integration logo

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

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