SugarCRM + Wello Solutions
Update tasks, contacts, and companies in Wello Solutions from new SugerCRM 7+ records
This Zapier template allows you to create a task directly in Wello Solutions based on a new task record in SugerCRM 7+. It will also automatically create or update the company and the contact linked to that task, saving you a ton of tedious copy-and-paste work!
This Zapier template allows you to create a task directly in Wello Solutions based on a new task record in SugerCRM 7+. It will also automatically create or update the company and the contact linked to that task, saving you a ton of tedious copy-and-paste work!
- When this happens...New Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
- automatically do this...Create or Update Company
Allows you to Create or update an existing company (account) on your domain.
- then do this...Create or Update Contact
Create or update contact and link it to the company/account.
- then do this!Create or Update Task
Create or update a task within Odyssee Field Service. The task can be created for any company/account linked with a contact.
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