Insert record into selected module
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Last updated
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Select SugarCRM as your target app. Click the red gear to pick your connection and click βContinue.β
Choose βInsert record into selected moduleβ as your action and the module you want to use. Click βContinue.β This will display the data template corresponding to the module you chose.
Fill in the data template, linking source and target fields. You must fill the required fields, but may skip optional ones. When youβre done, click βMap.β
If you donβt want to go through each field, you may use the search bar at the top. You can also filter required and optional fields.
Verify your target is active in the top-right corner of the block. Click βAdd a targetβ or βSaveβ to add another app or save your finished Gear.
Make sure you turn on your Gear in the βGearsβ menu before leaving GearPlug!