pushing to integration

Product Support
1

i have authenticated my sugarcrm instance



but when i create an action i cannot see where i can chose the sugarcrm integration as an option



please help

2

i have authenticated my sugarcrm instance

but when i create an action i cannot see where i can chose the sugarcrm integration as an option

please help

3

Haha, “please help”. It sounds so desperate.

There are several places where you can define action to push a lead to integration:

  • Campaign builder has “Push lead to integration” action.
  • Standalone form has “Push lead to integration” action.
  • Point trigger “Push lead to integration” action.