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Get Started FreeTriggers 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 upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Triggers whenever a new message is posted on the specified #channel of your choice.
Create a new case
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
Send Message Reply
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
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 upon creation of a new #channel.
Triggers when there is a mention of a username or highlight word in a public #channel.
Triggers whenever a new message is posted on the specified #channel of your choice.
Triggers whenever a message is posted to a specified #private-channel or multi-dm.
Triggers when you star a message.
Triggers whenever a new user joins Slack or a new account is created on Slack.
Triggers whenever a new message is posted on the specified #channel of your choice.
Create a new case
A reminder is added for yourself or a teammate, like /remind slash command.
Creates a new channel.
A new message is posted to your chosen #channel.
Send a direct message to a user or yourself through the Slackbot.
Send Message Reply
A new message is posted to your chosen private channel.
Sets the topic on a specific channel.
Updates your Slack status to the specified text & emoji.
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Slack as the action app from the list.
Connect your Slack account & authenticate it.
Select the data you want to send from SugarCRM to Slack & your AI Agent is ready!
New Lead
Send Direct Message
New Lead
Send Channel Message
New Lead
Add Reminder
New Lead
Set Channel Topic
New Lead
Set Status
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.
Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.
The integration between SugarCRM and Slack 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 Slack, 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-Slack integration:
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