SugarCRM 6.2-5 + Workbooks CRM Integrations
How to connect SugarCRM 6.2-5 + Workbooks CRM
Zapier lets you send info between SugarCRM 6.2-5 and Workbooks CRM automatically—no code required.
New CaseTriggers when you add a new case.Trigger- New ContactTriggers when you add a new contact.Trigger
- 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
- New FieldTriggers when you add a new field to a module.Trigger
- New LeadTriggers when you add a new lead.Trigger
- New ModuleTriggers when you add a new module.Trigger
- New OpportunityTriggers when you add a new opportunity.Trigger
- New TaskTriggers when you add a new task.Trigger
- 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
- Workbooks CRM
Triggers when a new case is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new organisation is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new person is created.
Instant
Trigger
- Workbooks CRM
Triggers when a new sales lead is created.
Instant
Trigger
- Workbooks CRM
Triggers when a credit note is posted.
Instant
Trigger
- Workbooks CRM
Triggers when an invoice is complete and its status posted.
Instant
Trigger
- Workbooks CRM
Adds a new member to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Adds a new status to a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new case.
Scheduled
Action
- Workbooks CRM
Creates a new Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Creates a new organisation.
Scheduled
Action
- Workbooks CRM
Creates a new person.
Scheduled
Action
- Workbooks CRM
Creates a new sales lead.
Scheduled
Action
- Workbooks CRM
Creates a new task.
Scheduled
Action
- Workbooks CRM
Update an existing member of a Marketing Campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign member.
Scheduled
Action
- Workbooks CRM
Find a marketing campaign status.
Scheduled
Action
- Workbooks CRM
Find an organisation.
Scheduled
Action
- Workbooks CRM
Find a person.
Scheduled
Action
- Workbooks CRM
Find a sales lead.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign member.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find marketing campaign status.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find organisation.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find person.
Scheduled
Action
- Workbooks CRM
Finds or creates a specific find sales lead.
Scheduled
Action
How SugarCRM 6.2-5 + Workbooks CRM Integrations Work
- Step 1: Authenticate SugarCRM 6.2-5 and Workbooks CRM.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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