How to connect net2phone + SugarCRM 7+
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- Call MissedTriggers when a call is missed. (Gen V, Gen X, Gen U)Trigger
- Call RingingTriggers when the subscribed user extension is ringing. (Gen P, Gen V, Gen X, Gen U)Trigger
- Call BusyTriggers when there is a busy line. (Gen V, Gen X, Gen U)Trigger
- Call CompletedTriggers when a call is completed. (Gen P, Gen V, Gen X, Gen U)Trigger
- Call AnsweredTriggers when a call was answered. (Gen P, Gen V, Gen X, Gen U)Trigger
- Create Huddle MeetingCreates a huddle meeting. (Gen P, Gen V, Gen X, Gen U)Action
- New RecordTriggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- Updated RecordTriggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).Trigger
- SugarCRM 7+
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
- SugarCRM 7+
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
- SugarCRM 7+
Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Scheduled
Action
- SugarCRM 7+
Finds a record or creates on if it does not exist.
Scheduled
Action
How net2phone + SugarCRM 7+ Integrations Work
- Step 1: Authenticate net2phone and SugarCRM 7+.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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