Gravity Forms integration with SugarCRM 6.2-5
How to Send new Gravity Forms leads to SugarCRM
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
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Send new Gravity Forms leads to SugarCRM" 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 SugarCRM 6.2-5 integrations
You need to be sure all data from your funnels end up in the right place. SugarCRM keeps that data beautifully organized and optimized, and Nekton will get the data where it needs to go. Use Nekton to link all your external apps and data collection tools to your SugarCRM account. Or reverse the flow and create calendar events and email lists from new entries in SugarCRM.
SugarCRM 6.2-5 actions
Nekton can use any feature that is available in SugarCRM 6.2-5 API.
Using our advanced AI, you can easily create custom automations for SugarCRM 6.2-5.
Here are some typical actions you can do in your automated workflows.
Create Entry (Other Module)
Create a new record/entry for a module.
New Case
Triggers when you add a new case.
New Entry (Other Module)
Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)
New Lead
Triggers when you add a new lead.
New Opportunity
Triggers when you add a new opportunity.
New User
Triggers when you add a new user.
About SugarCRM 6.2-5
Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.