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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 event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
Create a new case
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
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 event is added.
Triggers when a new status (Feed) is added.
Triggers when new member is added to a group.
Triggers when you are mentioned in a status.
Triggers when new member is added to a network.
Triggers when a new task is added.
Create a new case
Adds user to a group (invite and add, if the user is not a member of the network).
Adds a new event in a specific group.
Adds a new status (Feed) in a specific group.
Creates a private event.
Adds a private task.
Adds a new task in a specific board.
Sends an invite to the user to join your network.
Choose SugarCRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Zoho Connect as the action app from the list.
Connect your Zoho Connect account & authenticate it.
Select the data you want to send from SugarCRM to Zoho Connect & your AI Agent is ready!
New Lead
Create Private Event
New Lead
Create Feed
New Lead
Invite User to Network
New Lead
Create Private Task
New Lead
Create Event
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.
Zoho Connect is a team collaboration platform that allows you to bring together your workers, partners, vendors, and anyone else that contributes value to your work, as well as give you the space and resources you need to interact and complete tasks more quickly.
The integration between SugarCRM and Zoho Connect 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 Zoho Connect, 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-Zoho Connect integration:
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