SugarCRM + Tidio

Create new SugarCRM records when new contacts are sent from Tidio bot

This workflow starts when a contact is sent from Bot within the Tidio app, leading to a new record creation in the SugarCRM app. It provides a streamlined solution to seamlessly transfer important contact information from your chatbot interactions, reducing manual data entry and ensuring your CRM stays updated in real-time. Ideal for companies seeking efficient data management and wanting to keep their customer engagement records precise and up-to-date.

This workflow starts when a contact is sent from Bot within the Tidio app, leading to a new record creation in the SugarCRM app. It provides a streamlined solution to seamlessly transfer important contact information from your chatbot interactions, reducing manual data entry and ensuring your CRM stays updated in real-time. Ideal for companies seeking efficient data management and wanting to keep their customer engagement records precise and up-to-date.

  1. When this happens...
    TidioTidio
    Contact Sent From Bot

    Triggers when a contact is sent from the chosen node in your bot.

    TriggerInstant
  2. automatically do this!
    SugarCRMSugarCRM
    Create Record

    Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

    ActionWrite
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Supported triggers and actions

    • 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
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About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Tidio

Tidio uniquely merges live chat, Bots, and Marketing Automation in one place to let you easily communicate with your customers.
Learn more

Related categories

  • Customer Support