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Integrate SugarCRM with Filter By Connect

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and Filter By Connect

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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.

About Filter By Connect

Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.

Filter By Connect Integrations

Best ways to Integrate SugarCRM + Filter By Connect

  • SugarCRM Integration Filter By Connect Integration

    SugarCRM + Filter By Connect

    Only continue if in Filter By Connect when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Filter By Connect Integration Only continue if
  • SugarCRM Integration Filter By Connect Integration

    SugarCRM + Filter By Connect

    Only continue if in Filter By Connect when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Filter By Connect Integration Only continue if
  • SugarCRM Integration Filter By Connect Integration

    SugarCRM + Filter By Connect

    Only continue if in Filter By Connect when New User is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New User
     
    Then do this...
    Filter By Connect Integration Only continue if
  • SugarCRM Integration Filter By Connect Integration

    SugarCRM + Filter By Connect

    Only continue if in Filter By Connect when New Opportunity is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Opportunity
     
    Then do this...
    Filter By Connect Integration Only continue if
  • SugarCRM Integration Filter By Connect Integration

    SugarCRM + Filter By Connect

    Only continue if in Filter By Connect when New Task is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Task
     
    Then do this...
    Filter By Connect Integration Only continue if
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect SugarCRM + Filter By Connect in easier way

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

    Triggers
  • 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
  • Create Case

    Create a new case

  • Only continue if

    Set up rules to specify when this Connect can continue running

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SugarCRM & Filter By Connect Integrations Work

  1. Step 1: Choose SugarCRM 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 Filter By Connect 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 SugarCRM to Filter By Connect.

    (2 minutes)

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

Integration of SugarCRM and Filter By Connect

Welcome to SugarCRM Filter By Connect. This module is the integration between Filter By Connect, and SugarCRM. It has been a very long time coming, but finally it is here!

This section will have two main parts. The first part will show the integration between Filter By Connect and SugarCRM. The second part will show the benefits of the integration between Filter By Connect and SugarCRM.

Integration of SugarCRM and Filter By Connect

The integration between Filter By Connect and SugarCRM is accomplished through the use of the FilterByConnector.php file. This file is an extremely simple PHP file that calls on a small set of functions built into Filter By Connect. These functions are built into the product and designed to help facilitate the use of this new module. The script that runs in the background is always running and only executes when there are events to be handled.

I have taken a screenshot from the admin area that shows the interface for setting up filters. Keep in mind that this screen is completely native to SugarCRM and nothing has been changed or modified in any way.

The image below shows what happens when a filter is saved by the user. A new entry is created in the activity log with a link to the user's page as well as a link to their form. The user can see these changes immediately. This functionality is completely native to SugarCRM and no modifications have been made to the standard features of SugarCRM.

Benefits of Integration of SugarCRM and Filter By Connect

The most obvious benefit of this new integration is that it provides a seamless way for CRMs to integrate with one another. A customer can see data from two different systems with a single click on a form. The other benefit of this integration is that it provides a new way for users to search within your site. They can now search your site by campaign or by contact name or other criteria based on what they have created in their form.

I hope you have enjoyed reading about the latest version of Filter By Connect as much as I have enjoyed writing it! If you have any questions feel free to contact us.

The process to integrate SugarCRM and Filter By Connect may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.