Salesflare Salesflare Integrations

SugarCRM and Salesflare

sugarcrm.com ↗

How to connect SugarCRM

What you can automate

  • When new Accounts in SugarCRM, create an account in Salesflare.
  • When new Contacts in SugarCRM, create a contact in Salesflare.
  • When new Email Templates in SugarCRM, create a contact in Salesflare.
  • When new Inbound Emails in SugarCRM, create a contact in Salesflare.
  • When new Leads in SugarCRM, create a contact in Salesflare.
  • When new Meetings in SugarCRM, create a meeting, then create a call in Salesflare.

SugarCRM operations on Make

Triggers (23)

Start a workflow when this happens

  • Watch Accounts — Triggers when a new account has been created or an existing one has been updated.
  • Watch Bugs — Triggers when a new bug has been created or an existing one has been updated.
  • Watch Calls — Triggers when a new call has been created or an existing one has been updated.
  • Watch Campaigns — Triggers when a new сampaign has been created or an existing one has been updated.
  • Watch Cases — Triggers when a new case has been created or an existing one has been updated.
Show 18 more triggers
  • Watch Categories — Triggers when a new category has been created or an existing one has been updated.
  • Watch Contacts — Triggers when a new contact has been created or an existing one has been updated.
  • Watch Contracts — Triggers when a new contract has been created or an existing one has been updated.
  • Watch Currencies — Triggers when a new currency has been created or an existing one has been updated.
  • Watch Custom Queries — Triggers when a new custom query has been created or an existing one has been updated.
  • Watch Email Templates — Triggers when a new email template has been created or an existing one has been updated.
  • Watch Forecast Worksheets — Triggers when a new forecast worksheet has been created or an existing one has been updated.
  • Watch Inbound Emails — Triggers when a new inbound email has been created or an existing one has been updated.
  • Watch Leads — Triggers when a new lead has been created or an existing one has been updated.
  • Watch Manufacturers — Triggers when a new manufacturer has been created or an existing one has been updated.
  • Watch Meetings — Triggers when a new meeting has been created or an existing one has been updated.
  • Watch Notes — Triggers when a new note has been created or an existing one has been updated.
  • Watch Opportunities — Triggers when a new opportunity has been created or an existing one has been updated.
  • Watch Product Types — Triggers when a new product type has been created or an existing one has been updated.
  • Watch Products — Triggers when a new product has been created or an existing one has been updated.
  • Watch Projects — Triggers when a new project has been created or an existing one has been updated.
  • Watch Prospects — Triggers when a new prospect has been created or an existing one has been updated.
  • Watch Revenue Line Items — Triggers when a new revenue line item has been created or an existing one has been updated.

Actions (91)

Things Salesflare can make it do

  • Create a Bug — Creates a new bug.
  • Create a Call — Creates a new call.
  • Create a Case — Creates a new case.
  • Create a Category — Creates a new category.
  • Create a Contact — Creates a new contact.
Show 86 more actions
  • Create a Contract — Creates a new contract.
  • Create a Currency — Creates a new currency.
  • Create a Custom Query — Creates a new custom query.
  • Create a Lead — Creates a new lead.
  • Create a Manufacturer — Creates a new manufacturer.
  • Create a Meeting — Creates a new meeting.
  • Create a Note — Creates a new note.
  • Create a Product — Creates a new product.
  • Create a Product Type — Creates a new product type.
  • Create a Project — Creates a new project.
  • Create a Prospect — Creates a new prospect.
  • Create a Revenue Line Item — Creates a new revenue line item.
  • Create an Account — Creates a new account.
  • Create an Email Template — Creates a new email template.
  • Create an Inbound Email — Creates a new inbound email.
  • Create an Opportunity — Creates a new opportunity.
  • Create a Campaign — Creates a new сampaign.
  • Delete a Bug — Deletes a bug.
  • Delete a Call — Deletes a call.
  • Delete a Campaign — Deletes a сampaign.
  • Delete a Case — Deletes a case.
  • Delete a Category — Deletes a category.
  • Delete a Contact — Deletes a contact.
  • Delete a Contract — Deletes a contract.
  • Delete a Currency — Deletes a currency.
  • Delete a Custom Query — Deletes a custom query.
  • Delete a Forecast Worksheet — Deletes a forecast worksheet.
  • Delete a Lead — Deletes a lead.
  • Delete a Manufacturer — Deletes a manufacturer.
  • Delete a Meeting — Deletes a meeting.
  • Delete a Note — Deletes a note.
  • Delete a Product — Deletes a product.
  • Delete a Product Type — Deletes a product type.
  • Delete a Project — Deletes a project.
  • Delete a Prospect — Deletes a prospect.
  • Delete a Revenue Line Item — Deletes a revenue line item.
  • Delete an Account — Deletes an account.
  • Delete an Email Template — Deletes an email template.
  • Delete an Inbound Email — Deletes an inbound email.
  • Delete an Opportunity — Deletes an opportunity.
  • Get a Bug — Gets a bug.
  • Get a Call — Gets a call.
  • Get a Campaign — Gets a сampaign.
  • Get a Case — Gets a case.
  • Get a Category — Gets a category.
  • Get a Contact — Gets a contact.
  • Get a Contract — Gets a contract.
  • Get a Currency — Gets a currency.
  • Get a Custom Query — Gets a custom query.
  • Get a Lead — Gets a lead.
  • Get a Manufacturer — Gets a manufacturer.
  • Get a Meeting — Gets a meeting.
  • Get a Note — Gets a note.
  • Get a Product — Gets a product.
  • Get a Product Type — Gets a product type.
  • Get a Project — Gets a project.
  • Get a Prospect — Gets a prospect.
  • Get a Revenue Line Item — Gets a revenue line item.
  • Get an Account — Gets an account.
  • Get an Email Template — Gets an email template.
  • Get an Inbound Email — Gets an inbound email.
  • Get an Opportunity — Gets an opportunity.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Save a File — Saves a file to a temporary folder.
  • Update a Bug — Updates a bug.
  • Update a Call — Updates a call.
  • Update a Campaign — Updates a сampaign.
  • Update a Case — Updates a case.
  • Update a Category — Updates a category.
  • Update a Contact — Updates a contact.
  • Update a Contract — Updates a contract.
  • Update a Currency — Updates a currency.
  • Update a Custom Query — Updates a custom query.
  • Update a Lead — Updates a lead.
  • Update a Manufacturer — Updates a manufacturer.
  • Update a Meeting — Updates a meeting.
  • Update a Note — Updates a note.
  • Update a Product — Updates a product.
  • Update a Product Type — Updates a product type.
  • Update a Project — Updates a project.
  • Update a Prospect — Updates a prospect.
  • Update a Revenue Line Item — Updates a revenue line item.
  • Update an Account — Updates an account.
  • Update an Email Template — Updates an email template.
  • Update an Inbound Email — Updates an inbound email.
  • Update an Opportunity — Updates an opportunity.

Searches (23)

Look up existing records

  • Search Accounts — Searches accounts by given criteria.
  • Search Bugs — Searches bugs by given criteria.
  • Search Calls — Searches calls by given criteria.
  • Search Campaigns — Searches campaigns by given criteria.
  • Search Cases — Searches cases by given criteria.
Show 18 more searches
  • Search Categories — Searches categories by given criteria.
  • Search Contacts — Searches contacts by given criteria.
  • Search Contracts — Searches contracts by given criteria.
  • Search Currencies — Searches currencies by given criteria.
  • Search Custom Queries — Searches custom queries by given criteria.
  • Search Email Templates — Searches email templates by given criteria.
  • Search Forecast Worksheets — Searches forecast worksheets by given criteria.
  • Search Inbound Emails — Searches inbound emails by given criteria.
  • Search Leads — Searches leads by given criteria.
  • Search Manufacturers — Searches manufacturers by given criteria.
  • Search Meetings — Searches meetings by given criteria.
  • Search Notes — Searches notes by given criteria.
  • Search Opportunities — Searches opportunities by given criteria.
  • Search Product Types — Searches product types by given criteria.
  • Search Products — Searches products by given criteria.
  • Search Projects — Searches projects by given criteria.
  • Search Prospects — Searches prospects by given criteria.
  • Search Revenue Line Items — Searches revenue line items by given criteria.

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free