SugarAI and Salesflare
How to connect SugarAI
- Via Zapier — 7 operations available. Set it up ↗
About SugarAI
SugarAI is an online CRM platform that helps you manage your sales, marketing, and customer support better.
SugarAI operations on Zapier
Triggers (2)
Start a workflow when this happens
- New Record — Triggers when a new record is added to a module you specify (Leads, Contacts, Tasks, etc.).
- Updated Record — Triggers when an existing record is updated in a module you specify (Leads, Contacts, Tasks, etc.).
Actions (4)
Things Salesflare can make it do
- API Request (Beta) — This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Record — Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
- Find or Create Record — Finds a record or creates on if it does not exist.
- Update Record — Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Searches (1)
Look up existing records
- Find Record — Finds an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
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