Integrações SugarCRM, Integrar SugarCRM usando agentes de IA
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Obtenha visibilidade total de seus clientes potenciais, oportunidades, equipes, contas, campanhas e atividades de contato aproveitando
Integrações SugarCRM com Appy Pie Automate.
- Não é necessário cartão de crédito
- 7 dias de teste gratuito
- Configuração rápida de relâmpagos
20 milhões horas-homem economizadas
Plataforma de integração de aplicativos premiada
Escolha o aplicativo que deseja integrar com SugarCRM
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Workday
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ADP
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Prêmio
Vend
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Zoom
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Prêmio
Amazon SQS
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Prêmio
Microsoft Dynamics 365 Business Central
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Microsoft Exchange
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Shippo
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Prêmio
MailChimp Ecommerce
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Etsy
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Basecamp Classic
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Xendit
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Deskpro
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Loyverse
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kanban Tool
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Basin
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Getform
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SendFox
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uProc
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StoryChief
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SMTP by Automate
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Netlify
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IMAP by Automate
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AWeber
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Arthur Online
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CheckMarket
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Customerly
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Chargebee
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Mixpanel
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MongoDB
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Nimble
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Acuity Scheduling
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Teachable
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OnceHub
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Snov.io
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Gravity Forms
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Box
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Daylite
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WordPress Quiz Maker
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Keap
Aqui está uma lista de gatilhos e ações SugarCRM disponíveis para integrações SugarCRM
Explore as diversas maneiras de integrar o SugarCRM e automatizar seu fluxo de trabalho aproveitando esses gatilhos e ações.
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Novo caso
Acciona quando se adiciona um novo caso
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Novo Contacto
Acciona quando se adiciona um novo contacto
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Novo chumbo
Acciona quando se adiciona uma nova pista
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Nova oportunidade
Acciona quando se adiciona uma nova oportunidade
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Nova Tarefa
Acciona quando se adiciona uma nova tarefa
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Novo Utilizador
Acciona quando se adiciona um novo utilizador
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Criar caso
Criar um novo caso
Como configurar integrações SugarCRM
Siga as etapas abaixo para começar a configurar suas integrações SugarCRM usando o Appy Pie Automate:
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![diagram]()
Step 1: Sign up or Login
Visit Appy Pie Automate and sign up or login if you already have an account.
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![diagram]()
Step 2: Select App
Select the SugarCRM in the App directory and select your desired trigger event.
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![diagram]()
Step 3: Connect Account
Connect your SugarCRM Account and authenticate it.
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![diagram]()
Step 4: Trigger Ready
Your SugarCRM is now set to connect with numerous supported apps on Appy Pie Automate.
Popular Templates for SugarCRM Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Send Chat Message in Microsoft Teams when New Case is created in SugarCRM
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When this happens:
New Case
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Then do this:
Send Chat Message
Create Case to SugarCRM from New User in SugarCRM
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When this happens:
New User
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Then do this:
Create Case
Create Spreadsheet Row to Google Sheets from New Contact in SugarCRM
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When this happens:
New Contact
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Then do this:
Create Spreadsheet Row
Send Channel Messages in Microsoft Teams when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Send Channel Messages
Create Row to Zoho Sheet from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Row
Create Label to Gmail from New Case in SugarCRM
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When this happens:
New Case
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Then do this:
Create Label
Create Chat to Microsoft Teams from New Case in SugarCRM
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When this happens:
New Case
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Then do this:
Create Chat
Create Blog Post to Odoo ERP Self Hosted from New Case in SugarCRM
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When this happens:
New Case
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Then do this:
Create Blog Post
Schedule a meeting in Google Meet when New Case is created in SugarCRM
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When this happens:
New Case
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Then do this:
Schedule a meeting
Quick Add Event in Google Calendar when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Quick Add Event
Update Event in Google Calendar when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Update Event
Create Board to Trello from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Board
Create Card to Trello from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Card
Add Members to Card in Trello when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Add Members to Card
Add Checklist to Card in Trello when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Add Checklist to Card
Create File from Text to Google Drive from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create File from Text
Send Private Channel Message in Slack when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Send Private Channel Message
Send Email in Zoho Mail when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Send Email
Create Customer to Stripe from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Customer
Create Draft Invoice to Paypal from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Draft Invoice
Streamline Your Workflow with Appy Pie Automation
SugarCRM Alternativas
Procurando alternativas para SugarCRM ? Aqui está uma lista das principais alternativas para SugarCRM.
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Zoho CRM
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Salesforce
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Pipedrive
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Insightly
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Freshsales
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vCita
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Kintone
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Nutshell
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Nimble
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Daylite
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Keap
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monday.com
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HubSpot
Frequently Asked Questions
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SugarCRM é um produto abrangente de gestão de relações com o cliente, desde vendas e marketing ao serviço e apoio. É utilizado por empresas de todas as dimensões, em todas as indústrias.
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When evaluating the security of App1's integrations, it's essential to take a comprehensive approach and assess various factors. Here's a guide to help you navigate this process:
- Data Flow and Access: Map data flow, understanding shared data types, exchange frequency, and access controls.
- Security Protocols: Verify that App1 and partner apps use secure channels and encryption for data transmission and more.
- Authentication and Authorization: Assess multi-factor authentication for robust identity verification. Ensure effective authorization controls.
By following these steps, you can effectively evaluate and enhance the security of App1's integrations, ensuring a robust and protected environment.
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