Advanced workflow for Sugarcrm.
Topics Covered
- Prerequisites
- About
- Getting started with Advanced Workflow
Prerequisites
- You must be connected as a Super Admin/Admin in Cadence.
- The Sugarcrm account must be connected to the cadence account.
- Sugarcrm fields must be mapped.
About
Super Admin/Admins can establish a set of rules that will automatically push new prospects into Cadence from Sugarcrm.
Getting started with Advanced Workflows:
Step 1: Go to the Settings page > General Settings > Scroll down to the Workflow section.
Step 2: Now click on the Add Workflow button.
Step 3: Then select Advanced Workflow from the dropdown.
Step 4: Give your workflow a name.
Step 4: Choose the trigger from here. You have to choose from:
When a Lead is added to the org:
A lead will be automatically imported into the selected Cadence when it is created in Sugarcrm, and if the lead details match the rules that you established in the workflow.
When a contact is added to the org:
A contact will be automatically imported into the selected Cadence when it is added to Sugarcrm, and if the contact details match the rules that you established in the workflow.
When a lead is updated:
When a lead is updated in Sugarcrm and the updates match the rules that you have defined in the workflow, then this person will be imported automatically into the chosen Cadence and It also gets updated in its previous cadence
When a contact is updated:
When a contact is updated in Sugarcrm and the updates match the rules that you have defined in the workflow, then this person will be imported automatically into the chosen Cadence and It also gets updated in its previous cadence.
Step 5: In the next step, you have to select the condition. There are two types of fields available. If a field has a Lead label, it means it is a Lead-related Sugarcrm field. On the other hand, if a field has a user label, it means that it is a user-related Sugarcrm field.
Step 6: Adding Conditions- Here, you can make your set of rules/conditions and give a value to be checked. If the conditions are satisfied, it will perform the final action of the workflow. For example, according to the below picture, the given condition is, If a Lead’s name includes ‘A’ then the condition will be satisfied, and that Lead will be added to the specific cadence.
Step 7: Select any Cadence where you wish the lead/contact to get added. You can choose from Personal or Company.
Step 8: Select the Add new rule button when you are done adding conditions. If all the conditions of the workflow are satisfied, then it will add the person to the selected cadence.
Step 9: Once the new rule has been created, the advanced workflow is ready to use. By enabling or disabling the toggle button on the right-hand side of the newly constructed advanced workflow, you may now activate and deactivate the specific advanced workflow.
Case 1: Enabling the button - If this button is toggled on, the specified advanced workflow is active and will function.
Case 2: Disabling the button - This advanced workflow is not active and will not function if this button is toggled off even if the condition matches the rule.