SugarCRM + ProcessPlan Integrations
Integrate SugarCRM with ProcessPlan to automate your tasks, leaving you more time to focus on business-critical processes.
Schedule a demo, to find out how the SugarCRM to ProcessPlan integration helps boost your business’ efficiency.
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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.
Read MoreProcessPlan is a cloud-based platform that allows you to visually layout and organize your tasks by consolidating them within the processes. Using ProcessPlan, you can track pending tasks, stay on top of important projects, and automate your workflows with process templates all in one place.
ProcessPlan IntegrationsIt's easy to connect SugarCRM + ProcessPlan without coding knowledge. Start creating your own business flow.
- Triggers
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New CaseTriggers when you add a new case
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New ContactTriggers when you add a new contact
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New LeadTriggers when you add a new lead
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New OpportunityTriggers when you add a new opportunity
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New TaskTriggers when you add a new task
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New UserTriggers when you add a new user
- Actions
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Create CaseCreate a new case
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