Plezi + SugarCRM
Create new SugarCRM records when contact scores change in Plezi
Boost your customer relationship management capabilities with this efficient workflow. When a contact score changes in Plezi, a corresponding record is created in SugarCRM. This ensures your CRM system is consistently updated, cutting down on manual tasks and providing real-time tracking of modifications.
Boost your customer relationship management capabilities with this efficient workflow. When a contact score changes in Plezi, a corresponding record is created in SugarCRM. This ensures your CRM system is consistently updated, cutting down on manual tasks and providing real-time tracking of modifications.
- When this happens...Contact Score Changed
Triggers when the score of a contact is changed above a specific value.
- automatically do this!Create Record
Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
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