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SugarCRM 6.2-5 + WHMCS

Add new SugarCRM contacts to WHMCS as clients

You don't want to run the risk of inaccurate or mismatched client information when maintaining separate lists, do you? Make your life easier and save some time by having this Zap handle that management. After it's configuration is complete, this SugarCRM WHMCS integration will trigger with every new SugarCRM contact, creating a new WHMCS client automatically for you at the same time with all the appropriate information, ensuring parity across your new contacts at all times.

You don't want to run the risk of inaccurate or mismatched client information when maintaining separate lists, do you? Make your life easier and save some time by having this Zap handle that management. After it's configuration is complete, this SugarCRM WHMCS integration will trigger with every new SugarCRM contact, creating a new WHMCS client automatically for you at the same time with all the appropriate information, ensuring parity across your new contacts at all times.

  1. short arrow
    long arrow
    When this happens...
    SugarCRM 6.2-5SugarCRM 6.2-5
    New Contact

    Triggers when you add a new contact.

    TriggerScheduled
  2. automatically do this!
    WHMCSWHMCS
    Create Client

    Creates a new client.

    ActionWrite
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Supported triggers and actions

What does this mean?
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About SugarCRM 6.2-5

Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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About WHMCS

WHMCS is a complete client management package, supporting billing & support solutions for any online business.

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