Instabot: Chatbot Platform + SugarCRM

Create new SugarCRM leads from Instabot conversations

Capturing and organizing your leads just got easier with this integration. Once enabled, every time a new user interacts with your chatbot, Zapier creates a lead on SugarCRM. Now you can manage your leads more effectively and maximize your conversion rates.

When this happens...
New Engaged User
Triggers when a new user engages with the specified bot(s).
TriggerInstant
automatically do this!
ActionWrite

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Supported triggers and actions

- Selected Goal(s)Required
- Selected Bot(s)
Trigger
Instant
Try It
- Selected Bot(s)Required
Trigger
Instant
Try It
- User Id
- Email
- MessageRequired
Action
Write
- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write

- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search or write

New User
Triggers when the Instabot platform sees a new user for the first time.
Trigger
Instant
Try It
- Bot Nodes
- Bots
Trigger
Instant
Try It
- ModuleRequired
Trigger
Polling
Try It
- ModuleRequired
Action
Write
- ModuleRequired
- Search Field #1Required
- Value for Search Field #1Required
- Search Field #2
- Value for Search Field #2
Action
Search