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  1. Leadfwd
  2. App Connectors and Integrations
  3. Sugar Engage

Sugar Engage

  • SugarCRM Connector Overview
  • Module Installation and Connector Setup
  • Sync modules and map custom data fields
  • Inviting Users and Managing Access
  • Navigating Engage inside Sugar Sell
  • Add to Sequence | Record view
  • Add to Sequence | Target Lists
  • Add to Sequence | List view
  • Add to Sequence | Accounts
  • Add to Sequence | Opportunities
  • CRM Calls and Tasks
  • Automation Triggers
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