Manage your sales, marketing, and customer support better with SugarCRM's online CRM software.
More information at https://zapier.com/zapbook/sugarcrm/
Built to play well with others
Wouldn’t it be cool if your favorite apps could “play nice” with dotmailer, making your life easier in the process? Well, they can! Zapier allows you to connect your dotmailer account to your favorite apps and online tools, such as Google Docs, Eventbrite, Trello, and Evernote. Why would you want to do this? So you can automate manual tasks without all that tedious data entry. For example, let’s say you want to pull data from a dotmailer survey and place it into Google Calendar. Instead of entering all that data manually, Zapier will do all the heavy lifting for you and do it automatically automate it. Connecting dotmailer to other apps saves you a ton of time so you can focus on more important stuff.
Keeping dotmailer in check, check!
The dotmailer zap is launching with seven "actions" - Create Contact, Add Contact To Address Book, Send Transactional Email, Unsubscribe Contact, Create Contact Data Field, Create Address Book and Refresh Segment. Keeping your dotmailer account up to date when something happens in SugarCRM couldn't be easier; whether it’s a new contact or a new lead, you can now "action" any of the above dotmailer tasks when this happens.
Let your survey do the talking
dotmailer’s zap comes with a single but highly valuable "trigger" - the completion of a new survey response. This allows you to fire any of SugarCRM’s triggers every time you receive a new response to a survey, which could be to create a lead, for example. And the great thing about using Zapier with SugarCRM is that any of the actions you trigger can contain any of the original data you collected from the survey response, allowing you to make them highly personalized but, most importantly, have all your tools completely in sync.
Multi-step Zaps let you chain as many actions as you want to a single trigger so you can automate complete workflows—three steps, five steps, 20 steps even—with one Zap. Multi-step Zaps work like waterfalls: all the data flows down. You can use information from any step to flesh out the steps below it. Go ahead, grab a name from step one and use it in step six, or an email address from step three and use it in step five. You can even mix and match data from multiple apps and pass all the essentials to a dedicated hub, just like routing all customer information from emails and forms into your CRM or tracking spreadsheet.