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SugarCRM

As your business scales, manually keeping up with lead and prospect sources—like ad tools, forms, emails, and calls—just isn't possible. Automate it instead!

5 ways to automate SugarCRM with Zapier

Easily manage potential customers with this intuitive workflow between Facebook Lead Ads and SugarCRM. When a new lead is captured on Facebook, a corresponding record is instantly created on SugarCRM. This seamless link between your marketing and customer relationship platforms ensures every prospect is swiftly attended to, enhancing your customer satisfaction and conversion rates.

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Facebook Lead Ads

New Lead

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).

New Record

Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).

Updated Record

Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

Find Record

Finds a record or creates on if it does not exist.

Find or Create Record

Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).

Create Record

Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).

Update Record

Create records in SugarCRM for every new lead in Facebook Lead Ads

Easily manage your LinkedIn Ads leads by adding them directly to your SugarCRM 7+ records with this seamless workflow. Whenever a new Lead Gen Form response is submitted in LinkedIn Ads, a new record will be created in SugarCRM 7+. No more manual data entry – save time and stay organized by integrating these two platforms in a hassle-free process.

LinkedIn Ads allows marketers to collect even more quality leads from their ads and events on LinkedIn with seamless pre-filled forms.

LinkedIn Ads

Triggers when you receive a new form response tied to a Company Page, Product Page, or Event.

New Lead Gen Form Response (Organic Content)

Triggers when you receive a new form response for an ad.

New Lead Gen Form Response (Sponsored content)

Add Company to Audience

Add Contact to Audience

Creates an Audience that you can add Contacts or Companies to.

Create Audience

Sends a Conversion Event to a Conversion.

Send Conversion Event

Removes an email address from an Audience.

Remove Email from Audience

Create Report

Custom Actions (Beta)

This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

API Request (Beta)

Create SugarCRM 7+ records for new LinkedIn Ads lead gen form responses

You want to spend time connecting with your new leads right away, not manually importing them into your tools. Use this integration to do the importing for you. Whenever you get a new lead from Google Ads, Zapier will automatically send that lead’s data to SugarCRM 7+.

Google Ads (formerly Google AdWords) is an online advertising platform developed by Google, where advertisers pay to display brief advertisements, service offerings, product listings, video content, and generate mobile application installs within the Google ad network to web users.

Google Ads

Triggers whenever a new campaign is created in Google Ads.

New Campaign

Triggers whenever a new lead is created from a Lead Form Extension.

New Lead Form Entry

Finds a Google Ads Campaign whose id matches the provided input.

Find Campaign by Id

Finds a Google Ads Campaign whose names matches the provided input.

Find Campaign by Name

Find Customer List

Finds a customer list by name. Optionally creates a new customer list.

Find or Create Customer List

Adds a contact to a customer list using their email address. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List With Email

Adds a contact to a customer list. Note: It takes 6 to 12 hours for the customer list to be populated with contacts.

Add Contact to Customer List

Creates a customer list in Google Ads Audience Manager.

Create Customer List

Creates a report on specified data from your campaigns/ads.

Remove Contact From Customer List

Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Google Ad campaigns to offline activity and business impact.

Send Offline Conversion

Sets the status of a Google Ads campaign.

Set Campaign Status

Create records on SugarCRM 7+ for new Google Ads leads

Keep your CRM up to date with webhooks. This automated workflow enables you to automatically create new records in SugarCRM whenever a webhook event is triggered, streamlining your data entry and ensuring up-to-date information across your systems.

Webhooks simply POST data (or JSON) to a specific URL every time we see something new. Webhooks can also accept data (or JSON) to kick off a workflow in Zapier.

Webhooks by Zapier

Triggers when a POST, PUT, or GET request is made to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.

Catch Raw Hook

Triggers when a POST, PUT, or GET request is madeto a Zapier URL.

Catch Hook

Triggers when a request to a URL returns new entries.

Retrieve Poll

Fire off a custom request by providing raw details. Very flexible but unforgiving.

Custom Request

Fire off a single GET request with optional querystrings.

Fire off a single POST request as a form or JSON.

POST

Fire off a single PUT request as a form or JSON.

Create new records in SugarCRM from catch hooks in Webhooks by Zapier

Effortlessly manage your leads and contacts with this workflow that connects Gravity Forms to SugarCRM 7+. When someone submits a form on your website, a new record will be seamlessly created in SugarCRM, ensuring no leads slip through the cracks. Spend less time manually transferring data and focus on nurturing your prospects!

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.

Gravity Forms

Triggers when the specified form is submitted.

Form Submission

Create Entry

Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

Submit Form

Create SugarCRM 7+ records from new Gravity Forms submissions

Streamline your workflow between Typeform and SugarCRM with this automation. Once set up, every time there's a new entry in Typeform, a record will be created in SugarCRM. This saves you time and ensures accurate data transfer from your forms to your CRM, keeping your records up-to-date and organized.

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Typeform

New Entry

Retrieves ALL file(s) of a given form that are uploaded as part of form submission.

Retrieve ALL Files

Lookup Responses

Create an Empty Form

Duplicates an Existing Form

Update Dropdown, Multiple Choice or Ranking Question Options

Create records in SugarCRM for every new entry in Typeform

Unbounce is a great A/B testing landing page software. When you collect leads with Unbounce you'll need to save those leads to a CRM for followup. The Unbounce SugarCRM integration makes it easy to automatically add Unbounce leads to SugarCRM.

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Unbounce

Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar.

New Form Submission

Save Unbounce Leads to SugarCRM

Streamline your sales process with this automated workflow. Whenever a new form submission occurs in HubSpot, a corresponding record gets created in SugarCRM. This ensures that every customer inquiry from HubSpot is accounted for in SugarCRM, helping you to manage contacts efficiently and further your business's overall productivity.

HubSpot is your all-in-one stop for all of your marketing software needs.

HubSpot

New Company

New Contact

Triggers when a company recently created or updated.

Company Recently Created or Updated

Triggers when a contact recently created or updated.

Contact Recently Created or Updated

Triggers when a line_item recently created or updated.

Line_item Recently Created or Updated

Triggers when a product recently created or updated.

Product Recently Created or Updated

Triggers when new custom object is available.

New Custom Object

New Deal

Triggers when a specified property is provided or updated on a Deal.

Deal Property Change

Triggers when all, or some specific new email event is available.

New Email Event

Triggers when new email timeline subscription added for the portal.

Email Subscriptions Timeline

New Engagement

Triggers when new line_item is available.

New Line_item

Triggers when a calendar task is created. _(Marketing Hub Professional plans and above)_.

New Calendar Task

Triggers when a contact is added to the specified list.  _(Marketing Hub Starter plans and above)_.

New Contact in List

Triggers when a new article is added to your COS blog.

New COS Blog Article

Triggers when a new custom object is created.

Triggers when a deal enters a specified stage.

New Deal in Stage

Triggers when a specified property is provided or updated on a deal.

New Deal Property Change

Triggers when a message is posted from HubSpot to the specified social media channel.

New Social Media Message

New Ticket

Triggers when a specified property is provided or updated on a ticket.

New Ticket Property Change

New Product

Triggers when a specified property is provided or updated on a company.

New Company Property Change

Triggers when a specified property is provided or updated on a contact.

New Contact Property Change

Triggers when a specified property is provided or updated on a custom object.

New Custom Object Property Change

Updated Deal Stage

Finds a company by searching. Deprecated, please switch to "Find Company" search for the most reliable experience with your Zap.

Find Company Deprecated

Find Company

Find Contact

Find Custom Object

Finds a deal by searching. Deprecated, please switch to "Find Deal" search for the most reliable experience with your Zap.

Find Deal Deprecated

Find Deal

Find Associations

Get Owner by Email

Finds and retrieves CRM object pipeline stage details.

Get Pipeline Stage Details

Get Deal by ID

Get Owner by ID

Find Line_item

Find Product

Find Ticket

Find or Create Company

Find or Create Contact

Find or Create Custom Object

Find or Create Deal

Find or Create Line_item

Find or Create Product

Find or Create Ticket

Add Contact to Deal

Adds a contact to a specific static list.  _(Marketing Hub Starter plans and above)_

Add Contact to List

Creates a new company. Deprecated, please switch to "Create Company" action for the most reliable experience with your Zap.

Create Company Deprecated

Create Company

Create Contact

Create Associations

Creates a new calendar task. _(Marketing Hub Professional plans and above)_

Create Calendar Task

Creates a new Engagement for a contact, in HubSpot.

Create Engagement

Creates and immediately publishes a message on a specified social media channel.

5 ways to automate SugarCRM with Zapier

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