Send automated WhatsApp messages when a new Record is added to SugarCRM

Learn more about our SugarCRM WhatsApp Integration, a powerful solution that simplifies your CRM operations. Effortlessly stay updated in real-time when a new record is added to SugarCRM. With this seamless integration, you can enhance collaboration and communication by sending automated WhatsApp messages to your team, ensuring everyone is on the same page and ready to take action.


1. Under “Choose A Trigger”, Click On The “When This Happens…” Dropdown Button

How to integrate Sugar and WhatsApp

2. Type “New record”

Synchronizing Sugar with WhatsApp

3. Click on New Record

WhatsApp and Sugar integration

4. Under “Choose an Action”, click on the “automatically do this” dropdown button

Sugar and WhatsApp integration

5. Type “Send message to new chat”

WhatsApp Sugar integration

6. Click on Send Message to New Chat

Sugar WhatsApp integration

7. Click on Connect My Apps

Connecting Sugar with WhatsApp

8. Click on New Record in SugarCRM

Click on New Record in SugarCRM

9. Click on Sign in

WhatsApp Sugar integration

10. A new window will open allowing you to enter your Sugar Instance URL, Username and Password

Sugar and WhatsApp integration

11. Click on Send Message to New Chat in TimelinesAI

WhatsApp and Sugar integration

12. Click on Sign in

Synchronizing Sugar with WhatsApp

13. A new window will open allowing you to enter your Token

How to integrate Sugar and WhatsApp

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Omnichannel Automation Platform

TimelinesAI helps businesses with multiple individual numbers gain 360° visibility & boost performance on WhatsApp.

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