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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 when a new contact message is created.
Create a new case
Creates a contact.
Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
Sends a new Message.
Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search
Updates a agent availability in textline.
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 contact message is created.
Create a new case
Creates a contact.
Send an announcement to one or more contact. This can be done by the phone number(s), tags or saved search.
Sends a new Message.
Send a survey to one or more contact. This can be done by the phone number(s), tags or saved search
Updates a agent availability in textline.
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Textline as the action app from the list.
Connect your Textline account & authenticate it.
Select the data you want to send from SugarCRM to Textline & your AI Agent is ready!
New Lead
Update Agent Status
New Lead
Create or update Contact
New Lead
Send Message
New Lead
Send Survey
New Lead
Send Announcement
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.
Textline is a business texting app that lets you text message customers from your computer. SMS is the most convenient communication channel for your team.
The integration between SugarCRM and Textline 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 Textline, 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-Textline integration:
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