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Integrate SugarCRM with Formatter By Connect

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

Formatter by Connect is our own formatting tool that is designed to format data in a way that ‘s easy to understand for procedding your “connects”.

Formatter By Connect Integrations

Best ways to Integrate SugarCRM + Formatter By Connect

  • SugarCRM Integration Formatter By Connect Integration

    SugarCRM + Formatter By Connect

    Utilities in Formatter By Connect when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Formatter By Connect Integration Utilities
  • SugarCRM Integration Formatter By Connect Integration

    SugarCRM + Formatter By Connect

    Text in Formatter By Connect when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Formatter By Connect Integration Text
  • SugarCRM Integration Formatter By Connect Integration

    SugarCRM + Formatter By Connect

    Date / Time in Formatter By Connect when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Formatter By Connect Integration Date / Time
  • SugarCRM Integration Formatter By Connect Integration

    SugarCRM + Formatter By Connect

    Numbers in Formatter By Connect when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Formatter By Connect Integration Numbers
  • SugarCRM Integration Formatter By Connect Integration

    SugarCRM + Formatter By Connect

    Utilities in Formatter By Connect when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Formatter By Connect Integration Utilities
  • 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 + Formatter By Connect in easier way

It's easy to connect SugarCRM + Formatter 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

  • Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

  • Numbers

    Work with numeric data to do math operations, reformat currencies, and more (with line-item support).

  • Text

    Work with text data to find & replace, capitalize, remove HTML, and more (with line-item support).

  • Utilities

    Various utilities like "choose value from list" or "look up in table" (with line-item support).

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

How SugarCRM & Formatter 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 Formatter 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 Formatter By Connect.

    (2 minutes)

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

Integration of SugarCRM and Formatter By Connect

SugarCRM is a customer relationship management software that integrates with various contact management software and applications. It helps in organizing the data of different contacts from all over the place into one place for easy access. SugarCRM allows you to create and manage your business contacts, leads, customers and organizations. It is a simple yet effective top for managing contacts and sales leads. It allows you to create contacts, send emails to them, create appointments with them and many other things that are vital for any business.

Formatter By Connect is an application that is used for the purpose of formatting documents or text files. This application can be integrated into SugarCRM. The integration allows you to convert text from SugarCRM into rich text format. You can then download this rich text format file into Formatter By Connect and use it to format your documents or text files in whichever way you want to. This integration allows you to easily format your existing SugarCRM documents in such a way that they are ready for distribution.

Integration of SugarCRM and Formatter By Connect

You can integrate Formatter By Connect with SugarCRM by using the PHP Web Service API. You need to add the fplowing line of code into the Integrated Module of SugarCRM:

require_once('formatter_by_connect/Formatter_By_Connect_WebService_Integration.php');

You can add it into any module where you would like to integrate it with SugarCRM. After adding the above line of code, you need to add the fplowing two class methods into the Module Class:

public function onSugarWebServiceInit(. { $service = new Formatter_By_Connect_WebService_Integration(); $service->sugarConnection(); } public function onSugarWebServiceError(Sugar_Exception $ex. { $service = null; }

After adding these class methods, you need to add the fplowing lines of code into the custom logic of the Module Class:

$service = new Formatter_By_Connect_WebService_Integration(); $service->sugarConnection(); $service->sugarUser()->login($this->getUsername()); $service->sugarUser()->setPassword($this->getPassword()); $service->initParameters(); $service->startProcessing();

After adding all of these lines of code, run the Module in SugarCRM and check if the integration works properly or not. If there is a problem in integrating Formatter By Connect with SugarCRM, check whether you added all the necessary lines of code or not. If there is no problem in integrating Formatter By Connect with SugarCRM, then you can start using it and integrating it with SugarCRM documents.

Benefits of Integration of SugarCRM and Formatter By Connect

The most obvious benefit of integrating Formatter By Connect with SugarCRM is that it saves a lot of time. It is very easy to integrate Formatter By Connect with SugarCRM and it saves a lot of time because it takes only a few minutes to do so. No coding skills are required for integrating Formatter By Connect with SugarCRM. Also, very few lines of code are required to get this done. Moreover, once you have integrated Formatter By Connect with SugarCRM, you can begin using it for various purposes. You can use it to convert your existing SugarCRM documents into rich text format documents. You can also use it for distributing your existing SugarCRM documents more efficiently. You can distribute your documents by attaching them to your e-mails as PDF files instead of sending them as HTML files. This way, your documents will look exactly as they are present in your system and there will be no need for any further editing. All you need to do is just attach them to an e-mail and send it to your target audience.

The process to integrate SugarCRM and Formatter 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.