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Get Started Freetrigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task 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
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Create a new case
trigger when new appointment created.
Trigger when any task gets completed.
Trigger when new contact is created.
Trigger when new deal created.
Trigger when new task 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
Add an appointment.
Create an account.
Creates a contact.
Creates a deal.
Creates a note.
Creates a task.
Updates an existing contact.
Create a new case
Choose Freshworks CRM 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 Freshworks CRM to SugarCRM & your AI Agent is ready!
New Task
Create Case
New Appointment
Create Case
New Completed Task
Create Case
New Contact
Create Case
New Deal
Create Case
Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.
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 Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM-SugarCRM integration:
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