SugarCRM 7+ + WATI Integrations

How to connect SugarCRM 7+ + WATI

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New Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
Trigger
Scheduled
Updated Record
Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
Trigger
Scheduled
Create Record
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Action
Write
Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Action
Write
Find Record
Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Action
Search

Find or Create Record
Finds a record or creates on if it does not exist.
Action
Search or write
New Contact Created
When a new contact is created from an incoming whatsapp message
Trigger
Instant

New Incoming Message
When there is any incoming message on your number
Trigger
Instant

Step 1: Authenticate SugarCRM 7+ and WATI.
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.

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

WATI is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.

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