Try It

Add new SugarCRM opportunities to Plecto

  1. When this happensStep 1: New Opportunity

  2. Then do thisStep 2: Create New Registration

Want an easy view of business opportunities? Visualize SugarCRM opportunities and encourage friendly competition with this integration between SugarCRM and Plecto.

Note This Zapier integration doesn't import already registered opportunities into Plecto, only new opportunities after you've set it up.

How It Works

  1. You have a new opportunity in SugarCRM
  2. Zapier sends the information to Plecto

What You Need

  • Plecto account
  • SugarCRM account
Try It

Connect Plecto + SugarCRM 6.2-5 in Minutes

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

All Triggers & Actions

New Case

Triggers when you add a new case.

New Entry (Other Module)

Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)

New Lead

Triggers when you add a new lead.

New Opportunity

Triggers when you add a new opportunity.

New User

Triggers when you add a new user.

New Contact

Triggers when you add a new contact.

New Field

Triggers when you add a new field to a module.

New Module

Triggers when you add a new module.

New Task

Triggers when you add a new task.

Create Case

Create a new case.

Connect the apps you use every day

Get started with a Free account

Or
By signing up, you agree to Zapier’s Terms of Service