Integrate Customerly with SugarCRM

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

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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

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.

Want to explore Customerly + SugarCRM quick connects for faster integration? Here’s our list of the best Customerly + SugarCRM quick connects.

Explore quick connects

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Connect Customerly + SugarCRM in easier way

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

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • 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 User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Create Case

    Create a new case

How Customerly & SugarCRM Integrations Work

  1. Step 1: Choose Customerly 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 Customerly to SugarCRM.

    (2 minutes)

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

Integration of Customerly and SugarCRM


Customerly is a software specifically designed for small to medium sized companies. It allows the end-users to manage their customers. Customerly offers them contact management, sales force automation, customer service, marketing automation and social media integration. The spution is available in the cloud.


SugarCRM is a customer relationship management (CRM. software package. CRMs are used for maintaining relationships with customers, contacts, partners, and employees. SugarCRM is open source software available in the cloud. SugarCRM is fast, flexible, easy to use, customizable and highly scalable. SugarCRM is very user-friendly. It also offers 24/7 support services.

Integration of Customerly and SugarCRM

Integrating Customerly with SugarCRM will help companies to improve their customer care process. The integration can be done through plug-ins. Customerly offers two plug-ins for SugarCRM. One is the SugarCRM plug-in for Google Chrome browser and the other one is the SugarCRM plug-in for Gmail. The plug-in for the Chrome browser allows the users to see all their contacts from Google Mail in Customerly. The plug-in for Gmail allows the users to make appointments with their clients using Google Calendar. It also allows them to create new contacts into Customerly using Gmail. Customers can also create accounts in Customerly using their Gmail credentials. Customerly also offers an additional plug-in for SugarCRM which helps its end-users to pull data from Salesforce CRM into SugarCRM. This process works just like a bi-directional synchronization of the data between Salesforce and SugarCRM. Another feature offered by this plug-in is that it allows the end-users to send emails directly from SugarCRM to Salesforce contacts and vice versa.

Benefits of Integration of Customerly and SugarCRM

The benefits of integrating Customerly and SugarCRM include:

  • Improved customer care processes. Automating customer care processes will reduce the workload on the customer service agents and thus improve their productivity. By allowing agents to focus on more difficult customer issues, automatic processes will result in lower customer care costs and higher customer satisfaction levels. Besides, by centralizing customer data in a single system, businesses will be able to enhance the quality and consistency of their customer interactions which will ultimately result in increased sales conversions.
  • Faster sales cycle time. By automating sales processes, companies will be able to shorten their sales cycles and increase their sales conversion rates. For example, by enabling direct email communication between sales reps and prospects, you can save time by reducing back and forth emails and phone calls between sales reps and prospects.
  • Increased sales revenue. Automating sales processes will help companies to secure more deals and grow larger revenues. For example, by offering personalized product recommendations based on customer preferences, businesses can increase their revenues with less effort. They can even achieve high sales conversion rates by sending only relevant content to their customers at the right time with just a single click of a button.

Customerly and SugarCRM are two powerful platforms that offer wide range of features for businesses to improve their customer relationships with their clients. By integrating Customerly with SugarCRM, organizations will be able to automate most of their business processes with little or no human intervention. Thus they will be able to reduce costs by up to 80%.

The process to integrate Customerly 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on February 01,2023 11:04 am