SugarCRM ServiceNow Integration using AI Agents
Appy Pie Automate allows you to Integrate SugarCRM with ServiceNow using AI Agents
- No credit card required
- 7 days free trial
- Lightning Fast Setup
Simplify SugarCRM ServiceNow Integration with seamless setup
Easily set up SugarCRM ServiceNow Integration without coding. Start automating your workflows and Integrate SugarCRM with ServiceNow today.
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New Case
Triggers 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
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New Record
Triggers when a new record is created.
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Updated Record
Triggers when a record is update.
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Create Case
Create a new case
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Create Attachment
Create Attachment in ticket.
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Create Record
Creates a new record in a table.
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Update Record
Update a old record in a table.
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New Case
Triggers when you add a new case
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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 Record
Triggers when a new record is created.
-
Updated Record
Triggers when a record is update.
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Create Case
Create a new case
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Create Attachment
Create Attachment in ticket.
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Create Record
Creates a new record in a table.
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Update Record
Update a old record in a table.
How SugarCRM and ServiceNow Integrations Work
Follow the steps below to start setting up your SugarCRM integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select ServiceNow as the action app from the list.
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Step 3: Authenticate
Connect your ServiceNow account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from SugarCRM to ServiceNow & your AI Agent is ready!
Popular Templates for SugarCRM and ServiceNow Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Update Record in ServiceNow when New Lead is created in SugarCRM
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When this happens:
New Lead
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Then do this:
Update Record
Create Record to ServiceNow from New Lead in SugarCRM
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When this happens:
New Lead
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Then do this:
Create Record
Create Record to ServiceNow from New Contact in SugarCRM
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When this happens:
New Contact
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Then do this:
Create Record
Update Record in ServiceNow when New Contact is created in SugarCRM
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When this happens:
New Contact
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Then do this:
Update Record
Update Record in ServiceNow when New User is created in SugarCRM
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When this happens:
New User
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Then do this:
Update Record
Create Record to ServiceNow from New User in SugarCRM
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When this happens:
New User
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Then do this:
Create Record
Create Record to ServiceNow from New Opportunity in SugarCRM
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When this happens:
New Opportunity
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Then do this:
Create Record
Create Record to ServiceNow from New Task in SugarCRM
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When this happens:
New Task
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Then do this:
Create Record
Update Record in ServiceNow when New Task is created in SugarCRM
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When this happens:
New Task
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Then do this:
Update Record
Create Record to ServiceNow from New Case in SugarCRM
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When this happens:
New Case
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Then do this:
Create Record
Update Record in ServiceNow when New Opportunity is created in SugarCRM
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When this happens:
New Opportunity
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Then do this:
Update Record
Update Record in ServiceNow when New Case is created in SugarCRM
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When this happens:
New Case
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Then do this:
Update Record
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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ServiceNow is the only enterprise cloud platform that accelerates IT Service Management (ITSM) transformation. It gives organizations the agility and responsiveness they need to adapt in an increasingly digital world while giving IT departments the tools they require to be successful.
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The integration between SugarCRM and ServiceNow is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between SugarCRM and ServiceNow. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating SugarCRM with ServiceNow, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SugarCRM-ServiceNow integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by SugarCRM and ServiceNow integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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