Integrate Sage CRM

Provide your users with in-app integration with Sage CRM

Sage CRM connector

Sage CRM

Gives businesses the information, insight and tools they need to succeed today.

Sage CRM Connector Methods

Leads

Feature Description Type
Update Lead Update a lead in the CRM system. Action
Get Lead Gets a lead By ID. Action
Get Leads By Email Gets a list of leads with matching email. Action
List Updated Leads Gets a list of leads modified since last run. Action
List New Leads Gets a list of leads created since last run. Action
Create Lead Create a lead in the CRM system. Action
List Leads Gets a list of all leads. Action

People

Feature Description Type
List People Gets a list of all people. Action
Get Person Gets person by ID. Action
Update Person Updates a person in the CRM system. Action
List New People Gets a list of all people created since last run. Action
Create Person Create a person in the CRM system. Action
List Person IDs By Email Gets a list of all Person ID's with matching email address. Action
List People By Company Gets a list of all people for a company. Action
List Updated People Gets a list of all people updated since last run. Action

Addresses

Feature Description Type
List A Companies Addresses Gets a list of all addresses for a company Action
List A Persons Addresses Gets a list of all addresses for a person. Action

Phone

Feature Description Type
List A Companies Phone Numbers Gets a list of all phone numbers for a company. Action
List A Persons Phone Numbers Gets a list of all phone numbers for a person. Action

Opportunities

Feature Description Type
List Opportunities by Person ID Gets a list of all opportunities associated with a Person ID. Action
Update Opportunity Update a opportunity in the CRM system. Action
List Updated Opportunities Gets a list of all opportunities updated since last run. Action
Get Opportunities By Email Gets a list of all opportunities with matching email address. Action
List Opportunities Gets a list of all opportunities. Action
List New Opportunities Gets a list of all opportunities created since last run. Action
Get Opportunity Gets a opportunity by ID. Action
Get Opportunities By Company Gets a list of all opportunities for a company. Action
Create Opportunity Create a opportunity in the CRM system. Action

Companies

Feature Description Type
List Companies Gets a list of all companies. Action
List Updated Companies Gets a list of all companies modified since lastrun. Action
Get Company Gets a company by ID. Action
List New Companies Gets a list of all companies created since lastrun. Action

Email

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
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