Bueroservice24 + SugarCRM + Filter by Zapier
Create records in SugarCRM 7+ for new Bueroservice24 call notes
When Bueroservice24 handles a call from one of your prospects, you'll want to create a record in SugarCRM 7+. With this Zap in place, they will be added as a record in SugarCRM 7+ automatically, eliminating the need for creating records manually after you get calls.
When Bueroservice24 handles a call from one of your prospects, you'll want to create a record in SugarCRM 7+. With this Zap in place, they will be added as a record in SugarCRM 7+ automatically, eliminating the need for creating records manually after you get calls.
- When this happens...Generation of the Callnote or Voicemail
Triggers when a new callnote is created or a voicemail message is received.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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Name of this ConnectionRequired
Notifications for?Required
Try ItModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
Only continue if...Required
ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
