Integrating Getform with SugarCRM by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Getform and SugarCRM

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

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.

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Connect Getform + SugarCRM in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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

How Getform & SugarCRM Integrations Work

  1. Step 1: Choose Getform as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM 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 Getform to SugarCRM.

    (2 minutes)

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

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:56 am
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