SugarCRM 6.2-5 integration with Plecto
How to Add new SugarCRM opportunities to Plecto
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 "Add new SugarCRM opportunities to Plecto" 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 Plecto integrations
Plecto actions
Nekton can use any feature that is available in Plecto API.
Using our advanced AI, you can easily create custom automations for Plecto.
Here are some typical actions you can do in your automated workflows.
Create New Registration
Creates a new registration.
About Plecto
Helps your sales and customer service employees reach their targets every month.