Crossbeam and Sugar CRM integrations and automations

Seamlessly connect Crossbeam and Sugar CRM. Automate workflows, and boost efficiency with Workato.

Rating

4.9

Pre-built

150+

integrations

Total

100+

active users

avg

2 min

to connect

Custom Connections

Available

via HTTP connector

Market leaders run on Workato

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Build Powerful Workflows, fast

Triggers

When this happens…

Sugar CRM
  • New record
    New record in SugarCRM
  • New/updated record
    New/updated record in SugarCRM

    • Any other trigger you can think up

Actions

Do this…

Crossbeam
  • Get partners
    Get your partners in Crossbeam
  • Get report data
    Get report data in Crossbeam from one of your reports
  • Get reports
    Get your reports in Crossbeam
  • Search partner records by record type and ID
    Searches all your partner record data in Crossbeam for overlaps with a given record type and ID (found from the Search Record actions)
  • Search record by domain
    Search your record data in Crossbeam with a matching domain
  • Search record by email
    Search your record data in Crossbeam for a record with a matching email
  • Search record by ID
    Searches your record data in Crossbeam with a matching ID

    • Any other action you can think up

Sugar CRM
  • Bulk action
    Run multiple queries, e.g. creating a record and retrieving a record in SugarCRM
  • Create record
    Create record in SugarCRM
  • Custom action
    Custom action in SugarCRM
  • Delete record
    Delete record in SugarCRM
  • Get record details by ID
    Get details of specific record in SugarCRM
  • Get record details by sync key (external ID)
    Get details of specific record in SugarCRM
  • Get record by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM
  • Upload file
    Upload a file in SugarCRM
  • Upsert record
    Upsert record in SugarCRM

    • Any other action you can think up

One platform

  • Power
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