SugarCRM Make integrationAutomate SugarCRM with Make.

Create a Bug files a new bug record in SugarCRM from data that arrives elsewhere, so a defect reported by a customer is logged without copy and paste.

This module schedules or logs a call in SugarCRM, giving a rep a clear next step tied to the right record.

Create a Case opens a support case in SugarCRM, so a request that comes in by email, chat or form joins the same queue as the rest.

With this module, Make adds a product category to SugarCRM, which keeps the CRM catalog organized the same way as your shop or ERP.

Create a Contact adds a person to SugarCRM from any source Make can read, from a webinar sign-up to a signed quote.

This action records a contract in SugarCRM, so the agreement sits next to the account and the deal it came from.

Create a Currency adds a new currency to your SugarCRM setup, which lets reps price deals for a market you just opened.

This module saves a new custom query in SugarCRM, an admin record that most teams never need to touch.

Create a Lead turns an outside signal, a form entry, a chatbot answer or a scraped profile, into a lead that sales can work in SugarCRM.

This action adds a manufacturer to SugarCRM, so products from a new brand can be attached to it from day one.

Create a Meeting puts a meeting on the SugarCRM record it concerns, which keeps every appointment with a customer in one history.

This module creates a company account in SugarCRM, the record that contacts, deals and cases all hang from.

Create an Email Template writes a new reusable email into SugarCRM, ready for reps to send from the CRM.

This action creates an inbound email record in SugarCRM from data your scenario already holds.

Create an Opportunity adds a deal to your SugarCRM pipeline, with data mapped from earlier modules.

This module writes a note on a SugarCRM record, a simple way to bring outside context into the history reps read.

Create a Product adds an item to the SugarCRM catalog, so reps can quote it as soon as it exists in your own product source.

This action adds a product type in SugarCRM, the family label that groups similar items in quotes and reports.

Create a Project opens a project in SugarCRM, giving delivery work a place right next to the customer who paid for it.

This module adds a prospect to SugarCRM, the stage before a lead, for names you want to reach but have not qualified yet.

Create a Revenue Line Item attaches a product line to a deal in SugarCRM, which turns a vague amount into what is actually sold.

This action sets up a campaign in SugarCRM, so leads and results can be traced back to the right marketing push.

Delete a Bug removes a bug record from SugarCRM, which keeps the list clean once a report turns out to be noise.

This module erases a call from SugarCRM, useful when a scheduled call no longer makes sense.

Delete a Campaign removes a marketing campaign from SugarCRM. Only campaigns are affected, never your company accounts.

This action deletes a support case in SugarCRM for good, so spam or test tickets stop cluttering the queue.

Delete a Category removes a product category from SugarCRM when a range is discontinued everywhere else.

This module deletes a person from SugarCRM, which matters when someone asks to be forgotten or a record is pure junk.

Delete a Contract takes a contract record out of SugarCRM, typically a draft that was never signed.

This action removes a currency from SugarCRM when your company stops selling in it.

Delete a Custom Query removes a saved query from SugarCRM, part of keeping admin settings lean.

This module deletes a forecast worksheet from SugarCRM, for example one created by mistake or by a test run.

Delete a Lead removes a lead from SugarCRM, which keeps the pipeline free of fake sign-ups and duplicates.

This action deletes a manufacturer record from SugarCRM when that brand leaves your catalog.

Delete a Meeting cancels a meeting in SugarCRM by removing it, so calendars and the CRM agree.

This module deletes a company account from SugarCRM, the heaviest cleanup action on this page.

Delete an Email Template removes an outdated template from SugarCRM, so reps stop sending old wording.

This action deletes an inbound email record in SugarCRM, the counterpart of Create an Inbound Email.

Delete an Opportunity removes a deal from the SugarCRM pipeline, which keeps forecasts honest when a deal was never real.

This module deletes a note from a SugarCRM record, handy when an automation posted something it should not have.

Removes a product from your SugarCRM catalog from inside a scenario (the automation you build in Make), so a discontinued item stops appearing to the sales team.

Clears a product type out of SugarCRM, which keeps the list of types short and readable when your offer changes shape.

Takes a project off SugarCRM once it has no reason to stay, so the project list only shows work that is actually alive.

Erases a prospect record from SugarCRM, useful when a contact asks to be forgotten or when a list import brought in people who never belonged there.

Drops a revenue line item from SugarCRM, so the amounts attached to a deal match what the customer really ordered.

Fetches one bug with its details from SugarCRM, so the next modules of the scenario can quote its status or description in a message or a ticket.

Pulls one logged call out of SugarCRM with everything recorded on it, ready to feed a summary, a follow-up task or a report row.

Loads one marketing campaign from SugarCRM so its details can travel into a report, a spreadsheet or a message for the marketing team.

Retrieves a single support case from SugarCRM, handy to show the customer's issue in a chat channel or to enrich a helpdesk ticket.

Reads one category from SugarCRM, which lets a scenario turn a bare reference into a name a human can understand.

Brings back one contact with its full record from SugarCRM, so an email, an invoice or a sync to another tool uses the latest data.

Opens a single contract from SugarCRM inside the scenario, so its terms or status can be pushed into a document, a reminder or a finance sheet.

Fetches one currency set up in SugarCRM, which is what a scenario needs to label or convert amounts correctly before passing them on.

Reads one custom query saved in SugarCRM, so a scenario can check its definition or reuse it somewhere else.

Grabs one lead from SugarCRM with its current details, ready to route it, score it in another tool or notify the right salesperson.

Returns one manufacturer from SugarCRM, so a product sheet, a purchase request or a supplier email can carry the right name.

Loads a single meeting from SugarCRM so its date, attendees or notes can reach a calendar, a reminder or a debrief template.

Fetches one company account from SugarCRM, giving the scenario the context around a deal, a case or a contact.

Reads one email template stored in SugarCRM, so the same wording can be reused by a scenario that sends mail through another app.

Retrieves one inbound email record from SugarCRM, so its details can be archived or checked in another tool.

Loads one opportunity from SugarCRM with its current details, the basis for a deal alert, a forecast line or a handover to finance.

Fetches one note from SugarCRM, so what a salesperson or support agent wrote can be copied, summarized or shared outside the CRM.

Reads one product from the SugarCRM catalog, giving a quote, an order or a stock check the exact product data.

Returns one product type from SugarCRM, so a scenario can sort, label or filter products by the family they belong to.

Pulls one project from SugarCRM, so its status and details can reach a project board, a client update or a delivery checklist.

Retrieves a single prospect from SugarCRM, the record to enrich, qualify or hand to an outreach tool.

Loads one revenue line item from SugarCRM, so the amount and product behind a deal can land in an invoice or a finance sheet.

Calls any endpoint of the SugarCRM API from a scenario with the same connection as the other modules, which covers what the listed modules do not.

Puts a file coming from SugarCRM into a temporary folder, so the next modules can send it by mail, upload it to storage or attach it elsewhere.

Changes a bug record in SugarCRM from a scenario, so its status or details stay in step with what the development team does elsewhere.

Edits a logged call in SugarCRM, handy to add the outcome, change the status or attach a summary produced by another tool.

Modifies a campaign in SugarCRM so its status or details reflect what happens in your emailing or ads tool.

Updates a support case in SugarCRM, moving its status or adding details as the ticket progresses in your helpdesk or chat tool.

Renames or adjusts a category in SugarCRM from a scenario, keeping labels identical to the ones used in your other tools.

Rewrites the details of a contact in SugarCRM, so a new phone number or job title captured elsewhere lands on the right person.

Changes a contract record in SugarCRM, for instance its status after a signature or a renewal handled in another tool.

Adjusts a currency set up in SugarCRM, which keeps the way amounts appear in the CRM aligned with your finance tools.

Edits a custom query saved in SugarCRM, so an admin can keep query definitions consistent from a scenario.

Updates a lead in SugarCRM, moving its status or filling in details as it is qualified by another tool or a person.

Edits a manufacturer in SugarCRM, so supplier names and details match the ones your purchasing or catalog tool holds.

Keeps a meeting in SugarCRM in step with what changed elsewhere, so the calendar your sales team reads matches the one your booking tool holds.

Rewrites the company record your deals, cases and contacts hang from, so everyone opens the same, current version of the customer.

Edits the wording of a template stored in SugarCRM, so the next emails sent from it carry the new text without a manual pass in the admin screens.

Changes an inbound email record in SugarCRM from a scenario, without opening the admin screens.

Moves a deal forward in SugarCRM from another tool: the new details land on the opportunity the moment your scenario runs.

Adds to or corrects a note already attached to a record, so the context your team writes down stays accurate instead of piling up duplicates.

Pushes new product details into the SugarCRM catalog, so quotes and revenue lines built on that product start from the right information.

Renames or adjusts a product type, the family your SugarCRM products are sorted into, so reports and filters keep grouping items correctly.

Keeps a SugarCRM project record current when the real work is tracked in another app, so account managers see the right status next to the customer.

Refreshes a prospect, the not-yet-qualified contact record in SugarCRM, with new details gathered by forms, enrichment tools or events.

Adjusts a revenue line item, the product-level piece of an opportunity, so forecasts built from those lines stay close to what customers actually buy.

Finds the company records that match your criteria and hands each one to the next module as a separate bundle, one item that flows through the scenario.

Pulls the bug records that fit your filter, so a scenario can act on known product issues instead of someone copying them from the CRM.

Lists the logged calls that meet your conditions, giving the scenario a batch of call records it can report on, link or pass to another app.

Looks up the marketing campaigns in SugarCRM that match your criteria, so a lead or contact can be tied to the right one automatically.

Returns the support cases that fit your filter, so a scenario can check a customer's open issues before sending a message or creating a new case.

Finds the categories defined in SugarCRM that match what you look for, so other records can be filed under the right one without guessing.

Checks your SugarCRM contacts for people who match the criteria you give, the usual first step before any contact is created or changed.

Brings back the contracts that meet your conditions, so a scenario can read their details and act on them in other tools.

Finds the currency records set up in SugarCRM that fit your filter, so amounts coming from other tools land with the right currency attached.

Looks through the custom queries saved in SugarCRM and returns those that match, so a scenario can reuse filters your admins already built.

Returns the email templates that match your criteria, so a scenario can pick the right wording before updating it or passing it to another tool.

Gets the forecast worksheets that fit your filter, giving the scenario the forecast entries your sales managers work from in SugarCRM.

Lists the inbound email records that match your criteria, so a scenario can check or adjust them.

Checks SugarCRM for leads that match the details you pass, so the scenario knows whether to enrich an existing lead or create a fresh one.

Finds the manufacturer records in SugarCRM that fit your criteria, so products coming from another catalog get tied to the right brand.

Returns the meetings that meet your conditions, so a scenario can send reminders, fill a report or check a calendar slot against the CRM.

Brings up the notes that match your filter, so the context your team recorded in SugarCRM can be read, copied or reviewed from another app.

Finds the deals in SugarCRM that match your criteria, so the scenario can update the right opportunity or report on a slice of the pipeline.

Looks up products in the SugarCRM catalog that fit your filter, so orders or quotes from another tool can be linked to the right catalog item.

Returns the product types that match your criteria, so a new or updated product can be filed under an existing family rather than a guess.

Lists the SugarCRM projects that meet your conditions, so a scenario can keep them aligned with the tool where the delivery work actually happens.

Checks the prospect list in SugarCRM for records matching your criteria, the step that decides between completing a prospect and creating one.

Pulls the revenue line items that fit your filter, the product-level lines of your opportunities, so a scenario can report on them or adjust them.