SugarCRM gives individuals a voice and an identity--something that certainly can't be said of all CRM software. When users combine the capabilities of SugarCRM and Repsly, they get a hyper-intuitive and personalized solution, and customers can feel the difference. However, moving contacts from SugarCRM to Repsly was not intuitive and simple--until now. Create a Zap, create a contact in SugarCRM, and instantly see that contact in your Repsly client list, both in the web-console and mobile app. Simple and personal, Repsly and SugarCRM just got even easier.
How It Works
- You have a new contact in SugarCRM
- Zapier adds that contact to Repsly as a new client
What You Need
- SugarCRM account
- Repsly account
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Add new SugarCRM leads to Repsly as clients
Need your SugarCRM leads in Repsly? This SugarCRM Repsly integration will automatically create a new client in Repsly for any new lead in SugarCRM. Now your field reps will be able to easily keep tabs on their clients in Repsly.
How It Works
- Zapier keeps an eye on your SugarCRM leads list
- When a new SugarCRM lead is added, Zapier adds that lead to Repsly as a client
What You Need
- SugarCRM account
- Repsly account
Add SugarCRM contacts to Repsly
SugarCRM gives individuals a voice and an identity--something that certainly can't be said of all CRM software. When users combine the capabilities of SugarCRM and Repsly, they get a hyper-intuitive and personalized solution, and customers can feel the difference. However, moving contacts from SugarCRM to Repsly was not intuitive and simple--until now. Create a Zap, create a contact in SugarCRM, and instantly see that contact in your Repsly client list, both in the web-console and mobile app. Simple and personal, Repsly and SugarCRM just got even easier.
How It Works
- You have a new contact in SugarCRM
- Zapier adds that contact to Repsly as a new client
What You Need
- SugarCRM account
- Repsly account
Add new Repsly clients to SugarCRM as leads
Are your field reps logging new clients in Repsly? Check out this Repsly SugarCRM integration to automatically log new Repsly clients into SugarCRM as new leads.
How It Works
- Zapier keeps an eye on your Repsly clients list
- When a new Repsly client is added, Zapier adds that client to SugarCRM as a lead (customizable)
What You Need
- Repsly account
- SugarCRM account
Add Repsly clients to Sugar CRM
Building individual relationships can be difficult with traditional CRM and management software. Enterprise-level functionality usually doesn't come built with the end-user in mind, which leads to a lack of use among your field team and a negative customer experience. That's why Sugar CRM & Repsly work together so well. Both pieces of software offer the features of big-name CRM and management solutions, but deliver it in a way that the end-user can appreciate. Now with Zapier, andy new clients your create with Repsly can automatically be added to your Sugar CRM account as new contacts. Simply create the zap and let Zapier's integration platform handle the rest.
How It Works
- You have a new client in Repsly
- Zapier adds that contact to Sugar CRM as a new contact
What You Need
- Repsly account
- Sugar CRM account
It's easy to connect Repsly + SugarCRM 6.2-5 and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new client is created.
Creates a new product.
Triggers when a new form is created.
Creates a new client.
Triggers when a new schedule is missed.
Create a new case.
Triggers when you add a new case.
Create a new task.
Triggers when you add a new contact.
Create a new lead.
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