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Integrating SugarCRM with Textline by AI Agents and Assistants

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

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Integrations for SugarCRM
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.

Integrations for Textline
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.

How SugarCRM & Textline Integrations Work

  1. Step 1: Choose SugarCRM 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 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.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 6:54 pm
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