?>

Filter By Connect + SugarCRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Filter By Connect and SugarCRM

About Filter By Connect

Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
Connect Filter By Connect + SugarCRM in easier way

It's easy to connect Filter By Connect + SugarCRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Only continue if

    Set up rules to specify when this Connect can continue running

  • Create Case

    Create a new case

How Filter By Connect & SugarCRM Integrations Work

  1. Step 1: Choose Filter By Connect as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Filter By Connect with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select SugarCRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate SugarCRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Filter By Connect and SugarCRM

Filter By Connect

Filter by Connect is a very useful feature in Sugar CRM as it allows you to view the CRM records based on their activities. In other words, it is a workflow feature that provides a way for you to view CRM records that have been modified or created by a specific user. The Filter by Connect list is available from the sidebar. When a user clicks a filter, a pop-up appears to show the list of CRM users who have engaged in activities for the record being viewed.

With Filter by Connect, you can view CRM records that have been modified or created by a specific user.

Example. If a user wants to view all the accounts that has been created by his/her co-worker then he/she can use Filter by Connect.

SugarCRM

SugarCRM is an affordable and easy-to-use customer relationship management (CRM. system that is used by small and medium sized businesses (SMBs. It helps the business to track and manage its contacts and deals, and ultimately increase sales and customer satisfaction. It allows them to create and store information about customers and prospects. The platform also includes modules for managing deals, projects, tasks and calendar events.

Integration of Filter By Connect and SugarCRM

Integration of Filter By Connect and SugarCRM will allow us to view the CRM records that have been created or modified by a specific user. The integration works as fplows. the user first enables the Filter by Connect module in SugarCRM and then creates filters in it. After creating filters, the user can choose which module he/she wants to integrate with the filters. The choice of module should be done according to your requirements. To integrate SugarCRM and SugarConnect, we need to configure the fplowing:

Enable the Filter by Connect module in SugarCRM. Create filters in it. Configure it to integrate with SugarConnect.

After doing this, the filters are available in the Filter by Connect module. Now if you want to view the records that have been modified or created by a specific user then you simply need to select the appropriate filter from the list of Filters in the Filters section of Filter by Connect module.

Benefits of Integration of Filter By Connect and SugarCRM

The process to integrate Filter By Connect and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.