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Book An AppointmentTriggers 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
Triggers when a new item is created in a database.
Create a new case
Creates an item in a database.
Updates a database item.
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
Triggers when a new item is created in a database.
Create a new case
Creates an item in a database.
Updates a database item.
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Notion as the action app from the list.
Connect your Notion account & authenticate it.
Select the data you want to send from SugarCRM to Notion & your AI Agent is ready!
New Lead
Create Database Item
New Lead
Update Database Item
New Contact
Create Database Item
New User
Create Database Item
New User
Update Database Item
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.
Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.
The integration between SugarCRM and Notion 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 SugarCRM with Notion, 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 SugarCRM-Notion integration:
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