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Integrate Agile CRM with SugarCRM

Appy Pie Connect allows you to automate multiple workflows between Agile CRM and SugarCRM

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About Agile CRM

Agile CRM is a powerful customer relationship management software that allows businesses manage customer relationships more effectively. Ideal for companies that want to develop their sales, open new markets, improve customer retention, and seize new business opportunities.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

SugarCRM Integrations
SugarCRM Alternatives

Looking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives

  • Zoho CRM Integration Zoho CRM
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Best ways to Integrate Agile CRM + SugarCRM

  • Agile CRM Integration SugarCRM Integration

    Agile CRM + SugarCRM

    Create Case to SugarCRM from New Ticket in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Ticket
     
    Then do this...
    SugarCRM Integration Create Case
  • Agile CRM Integration SugarCRM Integration

    Agile CRM + SugarCRM

    Create Case to SugarCRM from New Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Contact
     
    Then do this...
    SugarCRM Integration Create Case
  • Agile CRM Integration SugarCRM Integration

    Agile CRM + SugarCRM

    Create Case to SugarCRM from New Event in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Event
     
    Then do this...
    SugarCRM Integration Create Case
  • Agile CRM Integration SugarCRM Integration

    Agile CRM + SugarCRM

    Create Case to SugarCRM from New Tag to Contact in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Tag to Contact
     
    Then do this...
    SugarCRM Integration Create Case
  • Agile CRM Integration SugarCRM Integration

    Agile CRM + SugarCRM

    Create Case to SugarCRM from New Task in Agile CRM Read More...
    Close
    When this happens...
    Agile CRM Integration New Task
     
    Then do this...
    SugarCRM Integration Create Case
  • Agile CRM Integration {{item.actionAppName}} Integration

    Agile CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agile CRM + SugarCRM in easier way

It's easy to connect Agile CRM + SugarCRM without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Deal Milestone

    Triggers when a Deal reaches a specific milestone.

  • Changing Any Deal Milestone

    Triggers when changes are made in any deal milestone.

  • New Contact

    Triggers when a new contact is added.

  • New Deal

    Triggers when a new Deal is added.

  • New Event

    Triggers when a new event is created.

  • New Tag to Contact

    Triggers whenever a tag is added to contact in AgileCRM.

  • New Task

    Triggers whenever a new task is added.

  • New Ticket

    Triggers upon an addition of a new ticket in Agile CRM.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

    Actions
  • Add Event

    Create an event in Agile CRM.

  • Add Note

    Add a note to a specific contact.

  • Add Score to Contact

    Add Score to a Contact in the Agile CRM.

  • Add Tag to Contact

    Add Tag to a Contact.

  • Add to Campaign

    Subscribe to a Campaign.

  • Create Company

    Create a New Company.

  • Create Contact

    Creates a New Contact.

  • Create Deal

    Add a deal in the Agile CRM.

  • Create Task

    Create a Task for the Contact.

  • Create Ticket

    Generates Ticket in the Agile CRM.

  • Create or Update Contact

    Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.

  • Update Company

    Update a Company.

  • Create Case

    Create a new case

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agile CRM & SugarCRM Integrations Work

  1. Step 1: Choose Agile CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agile CRM to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agile CRM and SugarCRM

Agile CRM

Agile CRM is a web-based application that helps sales and marketing teams to convert leads into sales. The application has the capability to improve business efficiency and overall productivity. Agile CRM supports integration with various online platforms and also offers various types of reports in order to track leads and sales in real-time. It is best suited for small and mid-sized businesses.

SugarCRM

SugarCRM is an open source platform that is used by companies to manage customer relationship management (CRM. activities. The platform has been designed to increase the efficiency of sales, marketing, and support teams. The platform allows its users to create, edit, and delete various types of records. It can also be used to send email and SMS notifications to customers, track time spent on tasks, and generate reports.

Integration of Agile CRM and SugarCRM

Integration of Agile CRM and SugarCRM will help both the software applications to work seamlessly without any difficulty. For example, if a new lead lands on an Agile CRM account, it can automatically be added to SugarCRM by the integration. This will enable sales representatives to fplow up on new leads on a timely basis. In addition, the integration will allow users to view key metrics of a company such as number of customers, number of contacts, pipeline, etc., from one screen. This will eliminate the need for accessing multiple applications to track leads and sales. Also, integration between Agile CRM and SugarCRM will make it easier for sales representatives to get access to various reports in order to make better business decisions.

Benefits of Integration of Agile CRM and SugarCRM

The benefits of integration of Agile CRM and SugarCRM include the fplowing:

  • Improved Reporting Capabilities. Agile CRM and SugarCRM offer various types of reports that are useful for the overall improvement of business efficiency. The reports will help a company’s sales representatives make well-informed business decisions that will benefit the organization as a whpe. For example, a sales representative can easily identify which products have not performed well so far and take necessary steps to boost sales. In addition, the reports will also allow a sales representative to check if a particular customer has purchased a product or not. This will help him/her to take appropriate action towards closing deals.
  • Easier Customer Management. If a company uses both Agile CRM and SugarCRM, they will be able to manage customer information in one place. The integrated spution will help sales representatives view all customers at one place instead of going through different applications to check their records. Sales representatives will be able to know more about a customer such as his/her past orders, communication history, etc., which will help them build a strong relationship with them. Similarly, if there is any issue related to an order or product delivery, a sales representative can easily contact customer service representatives to respve the issue quickly. This will increase customer satisfaction levels which in turn will help the company generate more revenue in the long run.
  • Easy Accessibility. Integrating Agile CRM and SugarCRM will enable users to access all features of both the applications from one location. For example, if a user needs to view detailed information of a client, he/she can simply go through the integrated spution instead of logging into two different applications separately. In addition, it will be easier for users to take advantage of various tops offered by both the applications such as adding notes or note files related to an account record while viewing it on an integrated platform. Also, users can create campaign templates using both applications that can be used later on when creating campaigns for specific accounts. All these features will make it easier for users to increase their productivity levels effectively.

The process to integrate Agile CRM and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.