Integrate Sage CRM
Provide your users with in-app integration with Sage CRM
Sage CRM
Gives businesses the information, insight and tools they need to succeed today.
Sage CRM Connector Methods
| Feature | Description | Type |
|---|---|---|
| List Opportunities | Gets a list of all opportunities. | Action |
| Get Opportunities By Email | Gets a list of all opportunities with matching email address. | Action |
| List New Opportunities | Gets a list of all opportunities created since last run. | Action |
| List Updated Opportunities | Gets a list of all opportunities updated since last run. | Action |
| Get Opportunity | Gets a opportunity by ID. | Action |
| Create Opportunity | Create a opportunity in the CRM system. | Action |
| Update Opportunity | Update a opportunity in the CRM system. | Action |
| Get Opportunities By Company | Gets a list of all opportunities for a company. | Action |
| Feature | Description | Type |
|---|---|---|
| List Leads | Gets a list of all leads. | Action |
| Get Leads By Email | Gets a list of leads with matching email. | Action |
| List New Leads | Gets a list of leads created since last run. | Action |
| List Updated Leads | Gets a list of leads modified since last run. | Action |
| Create Lead | Create a lead in the CRM system. | Action |
| Get Lead | Gets a lead By ID. | Action |
| Update Lead | Update a lead in the CRM system. | Action |
| Feature | Description | Type |
|---|---|---|
| Update Person | Updates a person in the CRM system. | Action |
| List People | Gets a list of all people. | Action |
| List Person IDs By Email | Gets a list of all Person ID's with matching email address. | Action |
| Create Person | Create a person in the CRM system. | Action |
| List New People | Gets a list of all people created since last run. | Action |
| List Updated People | Gets a list of all people updated since last run. | Action |
| Get Person | Gets person by ID. | Action |
| List People By Company | Gets a list of all people for a company. | Action |
| Feature | Description | Type |
|---|---|---|
| List A Persons Email Addresses | Gets a list of all email addresses for a person. | Action |
| List A Companies Email Addresses | Gets a list of all Emails for a company. | Action |
| Feature | Description | Type |
|---|---|---|
| List A Persons Addresses | Gets a list of all addresses for a person. | Action |
| List A Companies Addresses | Gets a list of all addresses for a company | Action |
| Feature | Description | Type |
|---|---|---|
| List A Persons Phone Numbers | Gets a list of all phone numbers for a person. | Action |
| List A Companies Phone Numbers | Gets a list of all phone numbers for a company. | Action |
| Feature | Description | Type |
|---|---|---|
| List Companies | Gets a list of all companies. | Action |
| List New Companies | Gets a list of all companies created since lastrun. | Action |
| List Updated Companies | Gets a list of all companies modified since lastrun. | Action |
| Get Company | Gets a company by ID. | Action |
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