Leadfwd's native Task Management can sync completed tasks and notes to SugarCRM and save them to the related target, lead or contact automatically. Tasks are executed using our Chrome extension, Sidebar.
- Fully enabled Leadfwd <> SugarCRM Connector
- Leadfwd task created and assigned to a CRM record (target, lead or contact)
- Enable (via toggle) Sync Task and Note to CRM in Sidebar in the complete task dialog.
Leadfwd Sidebar | Complete Task view
Leadfwd <> SugarCRM Connector action:
- Create a new CRM Task object based on data parameters from the Leadfwd task: Name, Task Type, Date/time, Description and Status.
- Create a new Note object for the related CRM Task and sync the notes included from the original Leadfwd task.
- Relate task objects to the original CRM record (target, lead or contact)