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What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Pull live contact, opportunity, or lead records from CRM.
Example
"Find contact details for John Smith from the Leads module."
Memory Recall
Retrieve past interactions and deal notes.
Example
"Summarize all logged calls and emails for Acme Corp."
Instant Reaction
Trigger alerts on new leads or deal changes.
Example
"Notify sales manager when a deal moves to 'Negotiation' stage."
Autonomous Routine
Run scheduled CRM syncs and pipeline reviews.
Example
"Every morning, list all open deals closing this week."
Agent-Initiated Action
Create leads, update contacts, or log activities.
Example
"Create a new lead named Jane Doe with email jane@example.com."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Slack
Real-time alerts and team collaboration
Google Calendar
Schedule and sync meetings with contacts
Zendesk Sell
Unified sales and support workflows
Try It with Your Agent
Create a new lead in SugarCRM with the name Jane Doe, company Acme Corp, email jane.doe@acmecorp.com, and assign it to the sales team for follow-up.
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect SugarCRM in Fastn UCL: Navigate to the Connectors section and select SugarCRM to initiate connection.
2
Authenticate using your SugarCRM credentials and authorize Fastn UCL to access your CRM data.
3
Enable the actions “sugarcrm.get_record” and “sugarcrm.create_record” to allow record retrieval and creation.
4
With the connector active, prompt the AI Agent to create new CRM records and retrieve lead details as needed.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
