Ortto + SugarCRM
Create custom activities in Ortto for updated records in SugarCRM
Keep track of SugarCRM record updates and simultaneously create custom activities in Ortto to streamline your workflow. This streamlined process frees you to focus on more pressing tasks. With every update in the SugarCRM record, a corresponding custom activity is instantly created in Ortto, keeping both systems up-to-date with the latest information.
Keep track of SugarCRM record updates and simultaneously create custom activities in Ortto to streamline your workflow. This streamlined process frees you to focus on more pressing tasks. With every update in the SugarCRM record, a corresponding custom activity is instantly created in Ortto, keeping both systems up-to-date with the latest information.
- When this happens...Updated Record
Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
- automatically do this!Create Custom Activity
Create a custom Activity for a person, optionally create a new record beforehand.
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