Integrating Slack with SugarCRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Slack and SugarCRM
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Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
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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It's easy to connect Slack + SugarCRM without coding knowledge. Start creating your own business flow.
- Triggers
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New ChannelTriggers upon creation of a new #channel.
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New Mention
Triggers when there is a mention of a username or highlight word in a public #channel.
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New Message Posted to Channel
Triggers whenever a new message is posted on the specified #channel of your choice.
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New Message Posted to Private Channel
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
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New Starred Message
Triggers when you star a message.
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New User
Triggers whenever a new user joins Slack or a new account is created on Slack.
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New Thread Message
Triggers whenever a new message is posted on the specified #channel of your choice.
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New CaseTriggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
- Actions
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Add Reminder
A reminder is added for yourself or a teammate, like /remind slash command.
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Create Channel
Creates a new channel.
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Send Channel Message
A new message is posted to your chosen #channel.
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Send Direct Message
Send a direct message to a user or yourself through the Slackbot.
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Send Private Channel Message
A new message is posted to your chosen private channel.
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Set Channel Topic
Sets the topic on a specific channel.
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Set Status
Updates your Slack status to the specified text & emoji.
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Create Case
Create a new case
How Slack & SugarCRM Integrations Work
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Step 1: Choose Slack as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SugarCRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Slack to SugarCRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.