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Freshdesk + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Freshdesk

Freshdesk is a cloud based customer support software for companies with multiple support agents and complex customer service requirements. It combines the power of social networks, crowd support, email and phone with information channels like forums and internal notes.

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 Freshdesk + SugarCRM

  • Freshdesk SugarCRM

    Freshdesk + SugarCRM

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

    Freshdesk + SugarCRM

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

    Freshdesk + SugarCRM

    Create Case from SugarCRM from Update Ticket to Freshdesk Read More...
    Close
    When this happens...
    Freshdesk Update Ticket
     
    Then do this...
    SugarCRM Create Case
  • Freshdesk Freshdesk

    SugarCRM + Freshdesk

    Create Contact to Freshdesk from New Lead in SugarCRM Read More...
    Close
    When this happens...
    Freshdesk New Lead
     
    Then do this...
    Freshdesk Create Contact
  • Freshdesk Freshdesk

    SugarCRM + Freshdesk

    Create Ticket to Freshdesk from New Lead in SugarCRM Read More...
    Close
    When this happens...
    Freshdesk New Lead
     
    Then do this...
    Freshdesk Create Ticket
  • Freshdesk {{item.actionAppName}}

    Freshdesk + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new customer is created.

  • New Ticket

    Triggers when there is a new ticket is created in Freshdesk.

  • Update Ticket

    Triggers when a Ticket 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 Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

  • Create Ticket

    Create a ticket in Freshdesk for your domain.

  • Create Case

    Create a new case

How Freshdesk & SugarCRM Integrations Work

  1. Step 1: Choose Freshdesk 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 Freshdesk to SugarCRM.

    (2 minutes)

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

Integration of Freshdesk and SugarCRM

Freshdesk?

Freshdesk is a software which helps companies to manage customer support. Through this software, the customers can be handled either by an in-house team or by Freshdesk’s team. In-house Freshdesk is used to handle complaints and enquiries at the best possible level. This software has been used by many big names like Dell, Netflix, IKEA and Microsoft.

  • SugarCRM?
  • SugarCRM is a CRM software. It is a customer relationship management software. The main purpose of this software is to automate tasks and processes. It is used to manage customers and keep track of them. It helps customer with self-service features and integrated services.

  • Integration of Freshdesk and SugarCRM
  • Integration of Freshdesk and SugarCRM provides a very good way to manage a business. With integration of these two services, the company can handle all the issues related to customers in one place. By doing this, both time and money can be saved. At the same time, the workload which is being handled by the customer support team can also be reduced. Some of the tasks which are handled by different teams, like invoicing, accounting, order management etc can be done through the integration of Freshdesk and SugarCRM. Freshdesk does not have functionalities of account management, invoice management and order management. All these tasks are handled by SugarCRM. Thus, integration of these two applications can save time for both the customer support team and other teams as well.

    Account Management – Account management is done using SugarCRM. Freshdesk does not have any functionality for account management. Customer can be added in SugarCRM and then Freshdesk can be used to handle their support queries.

    – Account management is done using SugarCRM. Freshdesk does not have any functionality for account management. Customer can be added in SugarCRM and then Freshdesk can be used to handle their support queries. Invoice Management – Invoice management can also be done using SugarCRM. Invoices are generated using SugarCRM invoice templates. Then they are sent via email to the customer. The payment status can also be checked from here. This saves a lot of time which would have otherwise been spent on generating an invoice and sending it via email.

    – Invoice management can also be done using SugarCRM. Invoices are generated using SugarCRM invoice templates. Then they are sent via email to the customer. The payment status can also be checked from here. This saves a lot of time which would have otherwise been spent on generating an invoice and sending it via email. Order Management – Order management can also be done using SugarCRM. Orders are created using the order management feature of SugarCRM and then Freshdesk is used to handle the support issues related to that particular order. This way, both support queries and order management tasks can be handled with ease without any problems invpved.

  • Benefits of Integration of Freshdesk and SugarCRM
  • There are many benefits of integrating Freshdesk and SugarCRM together rather than using them separately. Some of them are listed below:

    Both of these applications work on cloud technpogies so integration between them can happen easily without any difficulties. Both these applications offer 24/7 customer support from their team members so there will be no problems on this front either. Both these applications have integration with social media websites like Facebook, Twitter, Google Plus etc so integration between these two systems will become easy as well. Integration saves time and money while helping companies to maintain high standards of customer service. More importantly, integration helps to provide better quality of service as well as reduce work load on some other units within the organization like sales team or accounting team etc since these tasks are taken care of by the application itself while making sure that every customer query is dealt with by the support staff efficiently and effectively by reducing overall workload within the organization. Since both these applications are already providing sputions for different departments within an organization, integration between them makes it easier for companies to handle customer support tasks and other complicated problems easily while saving money as well as time in terms of handling tasks within the company e.g., invoice generation, order management etc etc… If it’s all being done within one application then it will make life much easier for everyone invpved in running the company smoothly without any problems whatsoever attached to it and it will help grow the company in a faster way by increasing turnover as well as profit margins at the same time because more and more customers will love doing business with you if their queries are being handled efficiently and effectively without any delays!

    The process to integrate Freshdesk and Spotify 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.