SugarCRM 6.2-5 + TextMagic

Send text messages to new SugarCRM leads

When this happens
Step 1: New Lead
Then do this
Step 2: Send Message

Engaging with new prospects helps you nurture the relationship, but outreach can take time. Let this integration kick things off with automation. It will trigger with every new lead you create on SugarCRM once active, sending them a text message via TextMagic so you can focus your effort on the ones that reply.

How this SugarCRM-TextMagic integration works

A new lead is created in SugarCRM
Zapier sends them a text message via TextMagic

Apps involved

SugarCRM
TextMagic

Try this template

Supported triggers and actions

What does this mean?

New Case
Triggers when you add a new case.
Trigger
Scheduled
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
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.)
Trigger
Scheduled
New Field
Triggers when you add a new field to a module.
Trigger
Scheduled
New Lead
Triggers when you add a new lead.
Trigger
Scheduled

New Module
Triggers when you add a new module.
Trigger
Scheduled
New Opportunity
Triggers when you add a new opportunity.
Trigger
Scheduled

New Task
Triggers when you add a new task.
Trigger
Scheduled

SugarCRM 6.2-5
Triggers when you add a new user.
Scheduled
Trigger
SugarCRM 6.2-5
Create a new case.
Scheduled
Action
SugarCRM 6.2-5
Create a new contact.
Scheduled
Action
SugarCRM 6.2-5
Create a new record/entry for a module.
Scheduled
Action
SugarCRM 6.2-5
Create a new lead.
Scheduled
Action
SugarCRM 6.2-5
Create a new opportunity.
Scheduled
Action
SugarCRM 6.2-5
Create a new task.
Scheduled
Action
SugarCRM 6.2-5
Create a new user.
Scheduled
Action
TextMagic
Triggers when someone calls your TextMagic number.
Instant
Trigger
TextMagic
Triggers when you miss an incoming call to your TextMagic number.
Instant
Trigger
TextMagic
Triggers when a new incoming message is received.
Instant
Trigger
TextMagic
Triggers when someone unsubscribes from your communication.
Instant
Trigger
TextMagic
Creates a new contact (or optionally edits an existing one).
Scheduled
Action
TextMagic
Adds contact to the specified list. WARNING: Contacts cannot exist without any lists. If you want to move contacts between lists, first add it to the new list, then remove contact from the old one.
Scheduled
Action
TextMagic
Creates a new list.
Scheduled
Action
TextMagic
Removes contact from the specified list. WARNING: Contacts cannot exist without any lists. If you remove a contact from all lists, it will be deleted completely from your account.
Scheduled
Action
TextMagic
Changes forwarding number on your dedicated number.
Scheduled
Action
TextMagic
Retrieves additional information about a phone number: region-specific phone number formatting, carrier, phone type (landline/mobile) and country information.
Scheduled
Action
TextMagic
Retrieves additional information about an email address: mailbox detection, syntax checks, DNS validation, deliverability status, and many more helpful values.
Scheduled
Action
TextMagic
Sends a new message.
Scheduled
Action
TextMagic
Updates contact custom field value.
Scheduled
Action
TextMagic
Finds an existing contact by name or phone number.
Scheduled
Action
TextMagic
Finds an existing contact list by name.
Scheduled
Action
TextMagic
Finds or creates a specific find contact.
Scheduled
Action
TextMagic
Finds or creates a specific find list.
Scheduled
Action