How to connect SalesRabbit + SugarCRM 7+
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- New/Updated LeadTriggers when when a lead is created and/or updated.Trigger
- Form SubmittedSend form data to Zapier when form is submitted in SalesRabbit.Trigger
- Create LeadCreates a lead.Action
- Display Form ResultDisplays the result of a submitted form and gives the option to update the lead associated with that form.Action
- Update LeadUpdates a lead.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
- Create RecordCreates a new record in any module you specify (Leads, Contacts, Tasks, etc.).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 SalesRabbit + SugarCRM 7+ Integrations Work
- Step 1: Authenticate SalesRabbit 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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