Sugar CRM integrations and automations

Do everything in one place

Customize your Sugar CRM integration with the following triggers and actions.

Triggers

When this happens…

Sugar CRM
  • New record
    New record in SugarCRM
  • New/updated record
    New/updated record in SugarCRM

    • Any other trigger you can think up

Actions

Do this…

Sugar CRM
  • Bulk action
    Run multiple queries, e.g. creating a record and retrieving a record in SugarCRM
  • Create record
    Create record in SugarCRM
  • Custom action
    Custom action in SugarCRM
  • Delete record
    Delete record in SugarCRM
  • Get record details by ID
    Get details of specific record in SugarCRM
  • Get record details by sync key (external ID)
    Get details of specific record in SugarCRM
  • Get record by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM
  • Upload file
    Upload a file in SugarCRM
  • Upsert record
    Upsert record in SugarCRM

    • Any other action you can think up

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