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Integrate SugarCRM with Colligso TextIn

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and Colligso TextIn

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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 Colligso TextIn

Colligso enables businesses to grow profitably by providing an easy to use and integrated platform to create and cultivate digital customer relationships. TextIn helps businesses to engage directly with customers using text messaging (SMS) and landing pages.

Colligso TextIn Integrations

Best ways to Integrate SugarCRM + Colligso TextIn

  • SugarCRM Integration Colligso TextIn Integration

    SugarCRM + Colligso TextIn

    Get Permission in textin when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Get Permission
  • SugarCRM Integration Colligso TextIn Integration

    SugarCRM + Colligso TextIn

    Create Customer to textin from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Create Customer
  • SugarCRM Integration Colligso TextIn Integration

    SugarCRM + Colligso TextIn

    Create Order to textin from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Colligso TextIn Integration Create Order
  • SugarCRM Integration Colligso TextIn Integration

    SugarCRM + Colligso TextIn

    Get Permission in textin when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Colligso TextIn Integration Get Permission
  • SugarCRM Integration Colligso TextIn Integration

    SugarCRM + Colligso TextIn

    Create Customer to textin from New Contact in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Colligso TextIn Integration Create Customer
  • 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 + Colligso TextIn in easier way

It's easy to connect SugarCRM + Colligso TextIn 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

  • Create Customer

    Import Customer from other app to your Colligso account. Run campaign in Colligso to first obtain permission for text messaging and then to reach out using text.

  • Create Order

    Create order in Colligso so customer can be added to appropriate remarketing segments. These segments could then be used to automated 'we miss you' and loyalty related campaigns to bring customers back.

  • Get Permission

    Get opt-in for marketing

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

How SugarCRM & Colligso TextIn 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 Colligso TextIn 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 Colligso TextIn.

    (2 minutes)

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

Integration of SugarCRM and Colligso TextIn

For those who are working in the fields of education, healthcare, and hospitality, SugarCRM is a software product that can be used as a customer relationship management (CRM. system. SugarCRM can be used to manage multiple customers in a single system, organize appointments, track and record sales, and provide online services. SugarCRM also has an open source code program that allows programmers to develop and customize the software to fit their particular needs.

Cpligso TextIn is a cloud-based software created to help companies manage their contracts with customers and vendors. It is an application that helps people manage and track commercial documents from inception to completion. The software also manages the process of e-signing, making it easier for users to send documents electronically to others or receive documents electronically from others.

  • Integration of SugarCRM and Cpligso TextIn
  • Integration of SugarCRM and Cpligso TextIn is a combination of both CRM and document management systems that allow the user to manage all aspects of their business in one place. These systems can help individuals in the education, healthcare, and hospitality industries to create databases and store information about customers, clients, pupils, patients, and hotel guests.

  • Benefits of Integration of SugarCRM and Cpligso TextIn
  • Integration of SugarCRM and Cpligso TextIn can help businesses reduce the need to use multiple systems to keep track of customer information, which can save time and money. These systems can provide software programming that automatically updates client data within the database. Using integration software means that companies no longer need to spend time manually entering information into the system for each new customer or client. Businesses can also access the information they need quickly by using integration software to access the database through a web browser. When using integration software, businesses can view information directly on their computer screens without having to search for files stored on servers or local hard drives. Integration software makes it easy for businesses to store information securely on cloud servers, which may be located off-site. Additionally, businesses can utilize integration software to ensure that client information is always backed up and secure. The integration software stores information in multiple locations to help prevent data loss or damage. Companies that utilize integration software can easily perform tasks like updating contact information by integrating new information from emails or text messages sent directly from customers. For companies that operate in multiple locations, being able to share information like this is extremely beneficial. Integration software also makes it easy for companies to search for specific documents they have stored in their database. This can help companies find information when it is needed most, such as when a client calls with a specific request or when a last-minute meeting is required to keep a project moving forward. By using SugarCRM and Cpligso TextIn integration software together, businesses can create a complete system for managing customer relationships, document management, and other key areas of their business all at once.

    Businesses that want to keep track of customers or clients effectively will benefit from using integration software designed specifically for this purpose. This type of software helps companies store, organize, and manage customer information for use in day-to-day operations. Integration software can monitor emails sent from customers for requests or questions so that businesses know what they need to do to improve service and stay connected with their clients. Services like these are particularly helpful in the education industry, where teachers may need to respond to student requests for assistance quickly before important projects are due. In the healthcare industry, doctors may need to access patient profiles instantly during surgery if there is an emergency. There are many reasons why businesses should consider implementing integration technpogy into their current operations, including saving time and money on training employees; reducing costs associated with service tickets; increasing productivity; and improving organizational efficiency.

    The process to integrate SugarCRM and Cpligso TextIn 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.