We Introduce New Features
for your Contacts

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SugarCRM INTEGRATION WITH MAILPRO™


AVAILABLE TRIGGERS

New Contact

New Case

New Lead

New Opportunity

New Task

New User

New Entry (Other Module)

New Field

New Module

AVAILABLE ACTIONS

Add/Update Subscriber

Create Email Campaign

Send Email Campaign

Unsubscribe Email

Add Subscriber to TAG

Create Case

Create Contact

Create Lead

Create Opportunity

Create Task

Create User

Create Entry (Other Module)

About SugarCRM

SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

FEATURES

You need to be sure all data from your funnels end up in the right place. SugarCRM keeps that data beautifully organized and optimized. With this zap you can create Mailpro email lists from new entries in SugarCRM, among other tasks.

Here are some ways to use SugarCRM with Mailpro:

You can add/update/delete new SugarCRM contact to/from Mailpro. You can add/update/delete a contact to/from a Mailpro list when new contact is added to a campaign in SugarCRM. Send new SugarCRM contact a welcome email from Mailpro. Add new SugarCRM contact to your Mailpro email newsletter.

SETUP

In order to use Mailpro with SugarCRM through Zapier you are required to have a Mailpro account, a Zapier account, and of course a SugarCRM account to make a successful connection with Mailpro.

You should create a brand new admin account for Zapier, that way they don't have a copy of your everyday password. Do not reuse your everyday login username and password. Also make sure the new account has System Administrator rights.

  1. The first thing you'll need to do is login into Zapier either with a Google account, Facebook account or with an email and password. If you don’t have a Zapier account, you can create one.
    Setup SugarCRM 1
  2. After you login you can look for Mailpro in the search bar on top of the page, to find all Mailpro’s zaps or templates we already created. You can also click on the “Make a Zap” button and in the resulting page look for SugarCRM to start a Trigger event that will execute an Action in Mailpro.
  3. First you will need to select the Trigger event in SugarCRM, and then you will be asked to Sign in to SugarCRM and grant access to your account, in order to get the information needed for the zap to work, and share data with Mailpro. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup SugarCRM 2
  4. After you sign in to SugarCRM you may be asked to finish setting up options for the Trigger event to work. You can verify that the connection is working and then you click in the “Continue” button.
  5. Setup SugarCRM 3
  6. Then you will have to select the Action event in Mailpro, and you will be asked to sign in to Mailpro and grant access to your account, in order to access the information needed for the zap to work, and receive data from the other application. Usually this login is done once and it’s kept archived in your Zapier account for future use.
    Setup SugarCRM 4
  7. After you sign in to Mailpro you may be asked to finish setting up options for the Action event to work. It could be associated to contacts, messages or SMS. Depending of each type of information, just follow the steps and instructions presented. You can verify that the connection is working and then you click in the “Done” button.
  8. At the end of the setup process you need to activate the zap in order for it to start working.

Mailpro is right now in early access mode with Zapier (beta integration), so if you want to use Mailpro in your Zaps, you will have to accept an invitation in the following link:
Accept the invitation

Mailpro

ABOUT MAILPRO

Mailpro is an online Email and SMS marketing solution. It lets you create professional looking newsletters in minutes for your customers with our +560 free responsive templates. Then you can send your newsletter to thousands of email contacts in few seconds with simple steps. After this you can track the effectiveness of your email campaigns with our detailed statistics and make strategic decisions to achieve a successful Email and SMS marketing plan.

For more information visit mailpro.com


Zapier

ABOUT ZAPIER

Zapier is a web automation service. With Zapier you can build Zaps which can automate parts of your business. A Zap (or connection) is a blueprint for a task you do repeatedly, that may involve complex setup or requires several steps to be accomplished.

Zapier allows you to work more efficiently by connecting the online web apps you use with Mailpro to create automated tasks, and get more out of your data using an easy drag-and-drop interface.

For more information visit zapier.com

SIMPLE EMAIL MARKETING PLATFORM

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