Integrate Freshservice with SugarCRM

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

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About Freshservice

With Freshservice you can reduce cost, pin-point root causes, improve customer service, fix errors faster, and help ensure the delivery of high quality software and products to your customers.

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 Freshservice + SugarCRM quick connects for faster integration? Here’s our list of the best Freshservice + SugarCRM quick connects.

Explore quick connects

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Connect Freshservice + SugarCRM in easier way

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

  • Triggers
  • New Ticket

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

  • New User

    Triggers when a new User is created.

  • Update Ticket

    Triggers when a Ticket is updated.

  • Update User

    Triggers when a user 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 Case

    Create a new case

How Freshservice & SugarCRM Integrations Work

  1. Step 1: Choose Freshservice 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 Freshservice to SugarCRM.

    (2 minutes)

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

Integration of Freshservice and SugarCRM

Freshservice

Freshservice is an online customer service management software that offers flexible, real-time and scalable sputions to companies. It helps businesses engage with their customers in a better way by providing a platform to manage customer support.

SugarCRM

SugarCRM is a CRM platform that includes multiple modules like sales, marketing, helpdesk and support. It allows you to manage the entire customer life cycle efficiently through a single interface. SugarCRM is built around 4 main principles – Openness, Flexibility, Cplaboration and Happiness.

Integration of Freshservice and SugarCRM

Freshservice and SugarCRM can be integrated seamlessly to provide a seamless experience for your customers. The integration of Freshservice and SugarCRM helps in automating repetitive tasks and streamlining processes.

Freshservice and SugarCRM are highly complementary, because the two are designed to work together. This integration delivers a positive experience for your customers, who are able to interact with companies in a more effective way. Also, this integration reduces the workload of employees by automating repetitive tasks.

Integrating Freshservice with SugarCRM will allow you to:

  • Create an account in Freshservice on behalf of your customer.
  • Create incidents and assign them to your customer’s account in Freshservice.
  • Create tickets based on the information that you get from your customer.
  • Communicate with your customer through the ticketing system through emails, phone calls, chats or Skype.
  • Fplow up with the customer if they have not responded to your messages within a certain time period.
  • Manage your support members by adding them as a member of your SugarCRM account.
  • Add custom fields in Freshservice that are automatically synced with SugarCRM.
  • Receive notifications about any changes made in your SugarCRM account.
  • Export data from your Freshservice account into Excel.
  • Use SugarCRM for different business areas like sales and marketing too.

Benefits of Integration of Freshservice and SugarCRM

The process to integrate Freshservice 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 March 14,2023 02:59 pm