BizConnect integration with SugarCRM 7+
How to Create SugarCRM 7+ records from new BizConnect contacts
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 SugarCRM 7+ records from new BizConnect contacts" 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 BizConnect integrations
BizConnect actions
Nekton can use any feature that is available in BizConnect API.
Using our advanced AI, you can easily create custom automations for BizConnect.
Here are some typical actions you can do in your automated workflows.
Create Contact
Create a Contact
New Contact
Triggers when a new contact is created.
About BizConnect
BizConnect is an application for business card scanning and contact management which comes with attractive CRM features.