SugarCRM + TaskAGI
Automate your entire sales pipeline
Connect SugarCRM to TaskAGI and automate repetitive sales tasks instantly. Create accounts, manage leads, and sync customer data across your tools.
Automate your entire sales pipeline
Connect SugarCRM to TaskAGI and automate repetitive sales tasks instantly. Create accounts, manage leads, and sync customer data across your tools.
Actions you can perform with SugarCRM
Retrieve account records from SugarCRM
Create a new account record in SugarCRM
Retrieve contact records from SugarCRM
Create a new contact record in SugarCRM
Retrieve opportunity records from SugarCRM
Create a new opportunity record in SugarCRM
Retrieve lead records from SugarCRM
Create a new lead record in SugarCRM
Real-world automations you can build today
Automatically create new accounts in SugarCRM when customers sign up or forms are submitted.
Keep contacts and accounts synchronized across SugarCRM and your other business tools in real-time.
Create and update opportunities automatically when deals hit specific triggers or conditions.
Pull leads from multiple sources, qualify them, and route to your sales team automatically.
Get started in minutes
Link your SugarCRM account to TaskAGI using your API credentials or OAuth.
Select which SugarCRM operations you want to use—accounts, contacts, leads, or opportunities.
Create workflows with triggers and actions, mapping data fields to automate your sales process.
Activate your automation and watch SugarCRM work for you.
Start building powerful AI agents that connect SugarCRM with 365+ other apps.
Get Started Free
