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Quickly connect Repsly to SugarCRM with a Zapier template.

Our most popular template

Add new Repsly clients to SugarCRM as leads
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Details
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Repsly + SugarCRM
Add Repsly clients to Sugar CRM
Premium
Details
Try it
Repsly + SugarCRM

Add new Repsly clients to SugarCRM as leads

Repsly + SugarCRM

Add Repsly clients to Sugar CRM

Repsly + SugarCRM

How Zapier works

Zapier makes it easy to integrate Repsly with SugarCRM - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Audit With Items" from Repsly.

Add your action

An action happens after the trigger—such as "Create Record" in SugarCRM.

You’re connected!

Zapier seamlessly connects Repsly and SugarCRM, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Repsly to SugarCRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Repsly and SugarCRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

- Choose an Audit
  Required
Trigger
Polling
Try It
New Client With Details
Triggers when a new client is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
New Schedule
Triggers when a new schedule is created.
Trigger
Polling
Try It
New Visit Start
Triggers when a new visit is created.
Trigger
Polling
Try It
New Workday End
Triggers when representative ends a workday.
Trigger
Polling
Try It
- Code
  Required
- Name
  Required
- Active
- Tag
- Territory
- Representative Code
- Representative Name
- Street Address
- Zip
- ZIP Ext.
- City
- State
- Country
- Email
- Phone
- Mobile
- Website
- Contact Name
- Contact Title
- Note
- Status
Action
Write
- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search

New Client Status Change
Triggers when a client status is updated.
Trigger
Polling
Try It
- Choose a Form
  Required
Trigger
Polling
Try It
New Item in Order
Triggers when a new order item is added to order. Returns order items with full headers.
Trigger
Polling
Try It
New Missed Schedule
Triggers when a new schedule is missed.
Trigger
Polling
Try It
New Visit End
Triggers when a visit ends. Available only when the visit was explicitly ended on the mobile device.
Trigger
Polling
Try It
New Workday Start
Triggers when representative starts a new workday.
Trigger
Polling
Try It
- Code
  Required
- Name
  Required
- Product Group Code
- Product Group Name
- Active
- Tag
- Unit Price
  Required
- Ean
- Note
Action
Write
- Module
  Required
Trigger
Polling
Try It
- Module
  Required
Action
Write
- Module
  Required
- Search Field #1
  Required
- Value for Search Field #1
  Required
- Search Field #2
- Value for Search Field #2
Action
Search or write

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About Repsly

Repsly's retail execution platform provides data-driven merchandising, field sales, and promotion execution solutions to help CPG brands and merchandisers maximize the impact of their field teams.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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