Integrating SugarCRM with Zendesk Sell by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between SugarCRM and Zendesk Sell
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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.
About Zendesk Sell
Zendesk Sell is an online and mobile-based customer relationship management solution that enables B2B and B2C sales professionals to manage sales, track prospects, and communicate with customers proactively from any location.
Integrations for Zendesk SellIt's easy to connect SugarCRM + Zendesk Sell without coding knowledge. Start creating your own business flow.
- Triggers
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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
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Deal Enters A New StageTriggers when a deal enters a new stage.
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New Contact
Triggers when a new contact is created.
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New Deal
Triggers when a new deal is created.
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New Lead
Triggers when new lead is created.
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New Note
Triggers when a new note is created.
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New Product In Catalog
Triggers when a new product in catalog is created. Requires sell enterprise plan or higher.
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New Task
Triggers when a new task is created.
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Updated Contact
Triggers when an existing contact is updated.
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Updated Lead
Triggers when an existing lead is updated.
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Updated deal
Triggers when an existing deal is updated.
- Actions
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Create Case
Create a new case
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Create Company
Creates a company.
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Create Deal
Creates a new deal.
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Create Lead
creates a new lead.
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Create Note
Creates a note
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Create Person
Creates a person
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Create Product in catalog
Creates a product in a catalog
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Create and Update Contact
Create and Update Contact
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Create task
Creates a task
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Update Lead
Updates a lead.
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Update Person
Updates an existing person.
How SugarCRM & Zendesk Sell Integrations Work
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Step 1: Choose SugarCRM 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 Zendesk Sell 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 SugarCRM to Zendesk Sell.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.