SugarCRM is the leading CRM tool that lets you create and manage your customer records efficiently. You can add and update the details of various accounts, contacts, lead and opportunities and can fetch their details quickly.
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Triggers
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New Account
Triggers when a new account is created
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New Contact
Triggers when a new contact is created
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New Lead
Triggers when a new lead is created
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New Task
Triggers when a new task is created
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New Opportunity
Triggers when a new opportunity is created
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New Case
Triggers when a new case is created
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New User
Triggers when a new user is created
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New Report
Triggers when a new report is created
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New Quote
Triggers when a new quote is created
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Update Account
Triggers when an existing account is updated
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Update Contact
Triggers when an existing contact is updated
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Update Lead
Triggers when an existing lead is updated
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Update Task
Triggers when an existing task is updated
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Update Opportunity
Triggers when an existing opportunity is updated
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Update Case
Triggers when an existing case is updated
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Update User
Triggers when an existing user is updated
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Update Report
Triggers when an existing report is updated
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Update Quote
Triggers when an existing quote is updated
Actions
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Create Account
Create a new account
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Create Contact
Create a new contact
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Create Lead
Create a new lead
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Create Opportunity
Create a new opportunity
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Get Accounts
Retrieve some or all accounts
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Get Contacts
Retrieve some or all contacts
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Get Leads
Retrieve some or all leads
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Get Opportunities
Retrieve some or all opportunities
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Update Account
Update the details of the specified account
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Update Contact
Update the details of the specified contact
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Update Lead
Update the details of the specified lead
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Update Opportunity
Update the details of the specified opportunity
Common Questions
To use SugarCRM in your workflow, you will first need to connect SugarCRM to Built.io Flow Enterprise.
To do this, drag any SugarCRM action listed under SugarCRM service on the canvas and click on ‘Add New’ option listed under ‘Connect to SugarCRM’ field in the configuration window. A connection configuration window will appear, as shown below:
Enter values for the fields specified below:
Connection Label (optional): Provide a new name for the connection.
Instance URL (required): Enter the instance URL of your SugarCRM account. For example, if your instance URL is ‘https://abc123.trial.sugarcrm.eu/#’, then enter ‘abc123.trial’ as the value for this field.
User Name (required): Enter the user name of your SugarCRM account.
Password (required): Enter the password for the specified user name of your SUgarCRM account.
Once you have entered these details, click on 'ADD' button. You will be redirected to the canvas.
You can now see the added connection under ‘Connect to SugarCRM’ field. Once added, this connection will be available in all SugarCRM actions and triggers.
