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ChargeDesk + SugarCRM Integrations

Syncing ChargeDesk with SugarCRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About ChargeDesk

ChargeDesk helps you manage your customer payments inside of your helpdesk. This integration helps you automate tasks such as exporting charge or customer data, automatically requesting payments and cancelling subscriptions.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
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Connect ChargeDesk + SugarCRM in easier way

It's easy to connect ChargeDesk + SugarCRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Charge Created

    Triggers when a charge is created or imported.

  • Charge Failed

    Triggers when a charge fails.

  • Charge Updated

    Triggers when a charge is updated.

  • Customer Created

    Triggers when a new customer is created.

  • Customer First Paid

    Triggers when a customer makes their first successful payment.

  • Customer Updated

    Triggers when a customer is updated.

  • Request Paid

    Triggers when a payment request is successfully paid by a customer.

  • Subscription Canceled

    Triggers when a subscription is canceled or unpaid.

  • Subscription Created

    Triggers when a new subscription is created.

  • Subscription Updated

    Triggers when a existing subscription is updated.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Cancel Subscription

    Cancel a subscription.

  • Create Case

    Create a new case

How ChargeDesk & SugarCRM Integrations Work

  1. Step 1: Choose ChargeDesk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from ChargeDesk to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.