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.
Triggers when a new account is created
Triggers when a new contact is created
Triggers when a new lead is created
Triggers when a new task is created
Triggers when a new opportunity is created
Triggers when a new case is created
Triggers when a new user is created
Triggers when a new report is created
Triggers when a new quote is created
Triggers when an existing account is updated
Triggers when an existing contact is updated
Triggers when an existing lead is updated
Triggers when an existing task is updated
Triggers when an existing opportunity is updated
Triggers when an existing case is updated
Triggers when an existing user is updated
Triggers when an existing report is updated
Triggers when an existing quote is updated
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.