Secretaría.es + SugarCRM + Filter by Zapier
Create records in SugarCRM 7+ for new Secretaría.es call notes
When Secretaría.es handles a call from one of your prospects you'll would want to create a record in SugarCRM 7+. they will be added as a record in SugarCRM 7+ automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates the need for creating records manually after you get calls.
When Secretaría.es handles a call from one of your prospects you'll would want to create a record in SugarCRM 7+. they will be added as a record in SugarCRM 7+ automatically. You can filter the call notes based on call reasons. Refer to your Secretaría.es account for your configured call reasons. This eliminates 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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