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Integrate SugarCRM with Textline

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

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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 Textline

Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.

Textline Integrations

Best ways to Integrate SugarCRM + Textline

  • SugarCRM Integration Textline Integration

    SugarCRM + Textline

    Create or update Contact to Textline from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Textline Integration Create or update Contact
  • SugarCRM Integration Textline Integration

    SugarCRM + Textline

    Send Message in Textline when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Textline Integration Send Message
  • SugarCRM Integration Textline Integration

    SugarCRM + Textline

    Update Agent Status in Textline when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Textline Integration Update Agent Status
  • SugarCRM Integration Textline Integration

    SugarCRM + Textline

    Send Announcement in Textline when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Textline Integration Send Announcement
  • SugarCRM Integration Textline Integration

    SugarCRM + Textline

    Send Survey in Textline when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Textline Integration Send Survey
  • 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 + Textline in easier way

It's easy to connect SugarCRM + Textline 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

  • New Contact Message

    Triggers when a new contact message is created.

    Actions
  • Create Case

    Create a new case

  • Create or update Contact

    Creates a contact.

  • Send Announcement

    Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.

  • Send Message

    Sends a new Message.

  • Send Survey

    Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search

  • Update Agent Status

    Updates a agent availability in textline.

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

How SugarCRM & Textline 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 Textline 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 Textline.

    (2 minutes)

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

Integration of SugarCRM and Textline

  • Textline is a free, enterprise-grade messaging spution that helps teams cplaborate and communicate efficiently.
  • Textline enables users to work faster, by using tops that are familiar to them, like email.

    Textline is designed to help teams create more productive relationships, with features that help everyone stay on the same page. For example, Textline’s On-Call feature lets customers assign shifts to their team members, so they’re always available when customers need them.

  • SugarCRM is an all-in-one customer relationship management (CRM. spution that helps businesses of all sizes win and retain customers. The spution includes sales, marketing, customer service, help desk, technical support, project management, analytics, reporting, and cplaboration capabilities. It also offers extensibility options across every module.
  • SugarCRM integrates with many other software sputions to extend its functionality, including G Suite (formerly Google Apps), Salesforce.com, IBM BPM, Microsoft Dynamics 365, Oracle CRM On Demand, Windows, and Zendesk.

  • SugarCRM and Textline Integration
    • Textline can be integrated with SugarCRM via the official SugarCRM plugin. In addition to the basic integration functionality provided out of the box by the plugin, Textline can be extended further to provide greater functionality for SugarCRM users.
    • Textline integration with SugarCRM enables users to send messages directly from their SugarCRM instance or vice versa. This eliminates the need to switch between multiple applications to accomplish a task.
    • Textline can be integrated with a SugarCRM instance via the REST API. This integration enables users to send messages using the Textline API without needing to install any additional software or configure a connector.
    • Textline can be integrated with SugarCRM via a WebSocket connection, which enables real-time messaging between SugarCRM and Textline users. Both customers and customers can be connected via this integration. With this integration, customers can send messages directly from their SugarCRM instance or vice versa. This eliminates the need to switch between multiple applications to accomplish a task.
    • Customers can access a SugarCRM web portal through a browser connected to a Textline client. Once connected, customers can send messages from their browser using a bot or a chat interface provided by Textline. They can also receive text messages sent from SugarCRM users as well as initiate calls between SugarCRM and Textline users.
    • Using the Textline Slack plugin, it is possible for users to send messages from Slack to Textline and vice versa via their ChatOps configurations. Users can also view messages sent from both Slack and Textline in one place and link Slack accounts with their Textline account.
    • Using Zapier, it is possible to create a workflow that triggers actions in one application based on events in another application. For example, using the Zapier SMS integration with Textline and Slack allows you to send an SMS message from Slack whenever your customer replies to your email in SugarCRM or vice versa, or whenever your customer adds an activity to his or her ticket in SugarCRM (like adding time spent.
    • Using IFTTT, it is possible to create relationships between different applications and services that work together automatically by tying specific triggers (such as “After this happens…”. to specific actions (such as “Then do this…”. For example, you could link your Google Calendar and Textline accounts using IFTTT and create an event in your Google Calendar whenever you receive a text message from a customer in Textline or vice versa.
    • With Microsoft Flow, it is possible to automate workflows between different cloud apps, including Microsoft Office 365 services such as SharePoint Online or Teams. You can use Flow actions to connect apps like Outlook or Yammer with apps like Trello or GitHub Enterprise Cloud Files by configuring prebuilt Flows or building custom ones yourself using Flow Designer for on-premises deployments. For example, you could create a flow that sends an email to your inbox whenever your customer replies to your email in SugarCRM or vice versa using the Gmail action in Flow . Or you could integrate your Salesforce instance with Flow and set up an automated task for new activities created in Salesforce whenever you receive a text message from your customer in Textline or vice versa by using “Trigger a Flow when new item is created” action of Flow .

    Benefits of Integration of SugarCRM and Textline

    The process to integrate SugarCRM and Textline 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.