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Get Started FreeTriggers when a new team is created.
Triggers when a new user is created.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a Team.
Creates a User
Create a new case
Triggers when a new team is created.
Triggers when a new user is created.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Creates a Team.
Creates a User
Create a new case
Choose ClicData as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select SugarCRM as the action app from the list.
Connect your SugarCRM account & authenticate it.
Select the data you want to send from ClicData to SugarCRM & your AI Agent is ready!
ClicData is a cloud-based business intelligence platform that enables users to create dashboards and reports from various data sources, facilitating data visualization, analysis, and collaboration for informed decision-making.
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.
The integration between ClicData and SugarCRM 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:
While assessing the security of integrating ClicData with SugarCRM, 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 ClicData-SugarCRM integration:
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