Create Movinghub referrals when new records are added in SugarCRM 7+
This integration automatically creates a referral in Movinghub CRM when a new record is added to a selected module in SugarCRM 7+, saving you time and effort by skipping the manual update.
This integration automatically creates a referral in Movinghub CRM when a new record is added to a selected module in SugarCRM 7+, saving you time and effort by skipping the manual update.
- 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 Referral
Creates a new referral to the Hub's Connections or ConnectionsPLUS module.
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ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2
Title
First NameRequired
Last NameRequired
EmailRequired
Mobile PhoneRequired
Date of Birth
Move In Date
Application TypeRequired
Offer TypeRequired
Agent Referred
Comments
ModuleRequired
Try ItModuleRequired
ModuleRequired
Search Field #1Required
Value for Search Field #1Required
Search Field #2
Value for Search Field #2