AeroLeads integration with SugarCRM 7+
How to Create records in SugarCRM7 from new prospects in AeroLeads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create records in SugarCRM7 from new prospects in AeroLeads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate AeroLeads integrations
AeroLeads actions
Nekton can use any feature that is available in AeroLeads API.
Using our advanced AI, you can easily create custom automations for AeroLeads.
Here are some typical actions you can do in your automated workflows.
Auto Add New Prospect
Automatically flows your newly created prospect.
New Prospect
Triggers when a new prospect is added.
About AeroLeads
AeroLeads is a prospect generation software used by thousands of businesses all over the world including SMBs, startups and Enterprise customers. It find emails and phone numbers of prospects and businesses and is perfect tool to start your sales.