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Customize your Pipedrive and Sugar CRM integration with the following
triggers and actions.
Triggers
When this happens…
Pipedrive
- New objectNew object in Pipedrive
- New or Updated objectNew or Updated object in Pipedrive
Any other trigger you can think up
Sugar CRM
- New recordNew record in SugarCRM
- New/updated recordNew/updated record in SugarCRM
Any other trigger you can think up
Actions
Do this…
Pipedrive
- Custom actionCustom action in Pipedrive (Custom)
- Create activityCreate activity in Pipedrive
- Create dealCreate deal in Pipedrive
- Create noteCreate note in Pipedrive
- Create organizationCreate organization in Pipedrive
- Get deal related products BatchGet products from the deal in Pipedrive
- Get object BatchGet object from PipeDrive
- Update dealUpdate deal in Pipedrive
- Update organizationUpdate organization in Pipedrive
- Update personUpdate person in Pipedrive
Any other action you can think up
Sugar CRM
- Create recordCreate record in SugarCRM
- Custom actionCustom action in SugarCRM
- Delete recordDelete record in SugarCRM
- Get record details by IDGet 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 addressGet records by email address in SugarCRM
- Search recordsSearch records in SugarCRM
- Update recordUpdate record in SugarCRM
- Upsert recordUpsert record in SugarCRM
Any other action you can think up
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