Sugar CRM との統合と自動化

Sugar CRM を他のツールとシームレスに接続。 ワークフローを自動化し、業務効率を向上させます。

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

主要企業が Workato を活用

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  • Sugar CRMと自社製品を接続したいですか？

    Workato Embedded プラットフォームを活用し、1200以上の事前構築済みコネクターへアクセス可能です。
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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…

    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

    単一のプラットフォーム

    • 強力
    • 俊敏性
    • スピード
    • 革新

    Let’s start automating

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