ebuero + SugarCRM + Filter by Zapier
Create records in SugarCRM 7+ for new ebuero call notes
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
When ebuero handles a new call from one of your prospects, they will be added as a record in SugarCRM 7+ automatically. This eliminates the need for creating records manually after you get calls. You can filter the callnotes based on call reasons. Refer to your ebuero account for your configured call reasons.
- 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 ItCurrent InfoRequired
Only continue if...Required
ModuleRequired
Try It
Salutation
First Name
Last NameRequired
Company
Phone Number to CallRequired
Instructions
Call Scenario
ID of the Task in originating System
Not Before
Not After
additional Formfields
Execution Mode
Retry Strategy
Type
Important InfoRequired
ModuleRequired
Try ItModuleRequired
