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SugarCRM
Slack

Connect SugarCRM and Slack

Explore ready-made SugarCRM and Slack templates and start automating in minutes.

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Create a custom workflow

Integrate SugarCRM with Slack and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

SugarCRM
Trigger: Watch Accounts
Slack
Action: Select an action
1. Select a trigger

  • Triggers when a new account has been created or an existing one has been updated.

  • Triggers when a new bug has been created or an existing one has been updated.

  • Triggers when a new call has been created or an existing one has been updated.

  • Triggers when a new сampaign has been created or an existing one has been updated.

  • Triggers when a new case has been created or an existing one has been updated.

  • Triggers when a new category has been created or an existing one has been updated.

  • Triggers when a new contact has been created or an existing one has been updated.

  • Triggers when a new contract has been created or an existing one has been updated.

  • Triggers when a new currency has been created or an existing one has been updated.

  • Triggers when a new custom query has been created or an existing one has been updated.

  • Triggers when a new email template has been created or an existing one has been updated.

  • Triggers when a new forecast worksheet has been created or an existing one has been updated.

  • Triggers when a new inbound email has been created or an existing one has been updated.

  • Triggers when a new lead has been created or an existing one has been updated.

  • Triggers when a new manufacturer has been created or an existing one has been updated.

  • Triggers when a new meeting has been created or an existing one has been updated.

  • Triggers when a new note has been created or an existing one has been updated.

  • Triggers when a new opportunity has been created or an existing one has been updated.

  • Triggers when a new product type has been created or an existing one has been updated.

  • Triggers when a new product has been created or an existing one has been updated.

  • Triggers when a new project has been created or an existing one has been updated.

  • Triggers when a new prospect has been created or an existing one has been updated.

  • Triggers when a new revenue line item has been created or an existing one has been updated.

2. Select an action

  • Adds a reaction to a message.

  • Adds a star to a channel.

  • Archives a channel.

  • Creates a channel.

  • Creates a reminder.

  • Deletes a file.

  • Removes a message.

  • Edits a message.

  • Returns details about a channel.

  • Returns details about a file.

  • Returns a message with a given ID from a specified private channel.

  • Returns a message with a given ID from a specified public channel.

  • Returns details about a member of a workspace.

  • Invites 1-30 users to a public or private channel.

  • Joins to an existing channel.

  • Removes a user from a channel.

  • Leaves a channel.

  • Performs an arbitrary authorized API call.

  • Pins a message to a channel.

  • Removes a reaction from a message.

  • Removes a star from a channel.

  • Removes a saved item.

  • Adds an Item to saved items.

  • Schedules a message to be sent to a channel.

  • Sends a file message.

  • Sends a message.

  • Update a user's current status.

  • Changes the purpose of a channel.

  • Changes the topic of a channel.

  • Unarchives a channel.

  • Unpins a message from a channel.

  • Creates or uploads a file.

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between SugarCRM and Slack.

Add a Reaction
Adds a reaction to a message.
Action
Add a Star
Adds a star to a channel.
Action
Archive a Channel
Archives a channel.
Action
Create a Bug
Creates a new bug.
Action
Create a Call
Creates a new call.
Action
Create a Campaign
Creates a new сampaign.
Action
Create a Case
Creates a new case.
Action
Create a Category
Creates a new category.
Action
Create a Channel
Creates a channel.
Action
Load more

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Every time a new won opportunity is captured in SugarCRM, a new row will be instantly created in a Google Sheets spreadsheet and a notification will be sent to Slack.

Add a new row to a Google Sheets spreadsheet and send a new notification to Slack from a won opportunity in SugarCRM
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Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.