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Microsoft Dynamics CRM + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

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 Zoho CRM
  • Salesforce Salesforce

Best ways to Integrate Microsoft Dynamics CRM + SugarCRM

  • Microsoft Dynamics CRM SugarCRM

    Microsoft Dynamics CRM + SugarCRM

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

    Microsoft Dynamics CRM + SugarCRM

    Create Case to SugarCRM from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Dynamics CRM SugarCRM

    Microsoft Dynamics CRM + SugarCRM

    Create Case to SugarCRM from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Dynamics CRM SugarCRM

    Microsoft Dynamics CRM + SugarCRM

    Create Case to SugarCRM from New Case in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Case
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Dynamics CRM SugarCRM

    Microsoft Dynamics CRM + SugarCRM

    Create Case to SugarCRM from New Invoice in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Invoice
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • Updated Lead

    Triggers when a lead is updated.

  • 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
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Case

    Create a new case

How Microsoft Dynamics CRM & SugarCRM Integrations Work

  1. Step 1: Choose Microsoft Dynamics 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 Microsoft Dynamics CRM to SugarCRM.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and SugarCRM

Microsoft Dynamics CRM

It is a Customer Relationship Management which enables the system to integrate and manage customer and business data in a single central location. It has the ability to deliver the information in real time and in a scheduled manner. It can be used to create and update records, generate reports, and chart data through sales channels such as on-line stores, telemarketing, and sales force automation.

SugarCRM

It is an open source Customer Relationship Management which integrates the sales, marketing and customer service of an organization. It is developed with PHP on MySQL and will run on Windows, Linux or Mac OS X. It has a user-friendly interface and is one of the most popular CRMs available in the market today.

Integration of Microsoft Dynamics CRM and SugarCRM

Integration of Microsoft Dynamics CRM and SugarCRM can be done via an API which facilitates the sharing of data between the two systems. Integration is necessary because it allows them to share data across platforms. It allows for additional data from Microsoft Dynamics CRM to be imported into SugarCRM which enhances the functionality of SugarCRM. For instance, integration allows for activities from SugarCRM to be linked back to customers in Microsoft Dynamics CRM. As a result, SugarCRM will be more effective in dealing with the customers while Microsoft Dynamics CRM will have additional data for analysis. The integration helps both systems to serve customers better by improving customer management and order fulfillment.

Benefits of Integration of Microsoft Dynamics CRM and SugarCRM

Both systems use different programming languages that are not compatible with each other. In order for them to communicate with each other, they have to go through a middleware system that will carry out data conversion from one language to another. This process takes time which results in delay in the delivery of information. There will also be errors in data entry and loss of information during transmission. Data security is also compromised when there is no integration between the two systems since the middleware system is not secure and it has access to sensitive information. When there is no integration, there is no way for updates made in one system to reflect in the other system, which means that data will be duplicated and therefore inaccurate. Integration between Microsoft Dynamics CRM and SugarCRM ensures that all changes made in one system will reflect in the other system. Data is only edited once hence reducing errors in data entry. Data sent from one system to another can also be encrypted so that it is secure and not accessible to third parties. Integration makes sure that both systems are always up-to-date and synchronized at all times so that no company loses any orders or opportunities. Integration between Microsoft Dynamics CRM and SugarCRM is important for companies that rely heavily on their clients' information such as e-commerce sites where they sell products through their website such as Amazon. By integrating these two systems, they will be able to retrieve details of current orders from customers who place orders through their website before entering them into SugarCRM thereby making fulfilment easier.

After reading this article, you will know that integration of Microsoft Dynamics CRM and SugarCRM will be beneficial for both systems by allowing them to share data across platforms, security, accuracy of data entry, updating each other's records, ease of order fulfilment, etc.

The process to integrate Microsoft Dynamics 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.