Curb Hero integration with SugarCRM 7+
How to Create leads in Sugar (v7+) when new leads are added to Curb Hero
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 leads in Sugar (v7+) when new leads are added to Curb Hero" 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 Curb Hero integrations
Curb Hero actions
Nekton can use any feature that is available in Curb Hero API.
Using our advanced AI, you can easily create custom automations for Curb Hero.
Here are some typical actions you can do in your automated workflows.
Updated Lead
Triggers when a lead is updated in Curb Hero
New Lead
Triggers when a new lead is added in Curb Hero
About Curb Hero
Curb Hero (formerly Block Party) is a simple, yet powerful, digital Open House sign-in app + property marketing tool used by thousands of real estate agents and mortgage professionals. It's proven to save time and get better quality lead data. Using Curb Hero subscription-free app, Realtors can quickly create a digital open house sign-in that is a showcase for their brand. Their logo, photos, color palette, lead questions, and follow-up messaging are all customizable. Curb Hero's Nekton integration can be used to unlock infinite possibilities with the data collected at open houses or in property marketing!