Integrating Your Account with SugarCRM

Last Updated: 08/03/2017 Back to Topic All Articles

Integrating your CallTrackingMetrics account with SugarCRM is easy using Zapier’s trigger system. To get started, simply set your “zap” to, choosing CallTrackingMetrics as the trigger and Sugar as the action. To set up this trigger, you will need to subscribe to Zapier’s premium service.

To learn more about Zapier, please refer to the article here.

Choose a trigger and action

You can choose for a number of things to happen in Sugar each time new calls come in, such as:

  • create a case
  • create a task
  • create a new lead
  • create a new contact

Create a case

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