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SugarCRM + Plaid Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

About Plaid

Plaid helps all companies build fintech solutions by making it easy, safe and reliable for people to connect their financial data to apps and services.

Plaid Integrations

Best ways to Integrate SugarCRM + Plaid

  • SugarCRM Gmail

    SugarCRM + Gmail

    Create Draft to Gmail from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Create Draft
  • SugarCRM Gmail

    SugarCRM + Gmail

    Send Email in Gmail when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Send Email
  • SugarCRM Gmail

    SugarCRM + Gmail

    Create Label to Gmail from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Create Label
  • SugarCRM Google Sheets

    SugarCRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • SugarCRM Google Sheets

    SugarCRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • SugarCRM {{item.actionAppName}}

    SugarCRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect SugarCRM + Plaid in easier way

It's easy to connect SugarCRM + Plaid 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

  • New Item

    Triggers when a new item is created.

    Actions
  • Create Case

    Create a new case

  • Create payment recipient

    Create a new payment recipient

How SugarCRM & Plaid Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Plaid as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SugarCRM to Plaid.

    (2 minutes)

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