Integrate Freshworks CRM with SugarCRM

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

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About Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

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

Explore quick connects

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Connect Freshworks CRM + SugarCRM in easier way

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

  • Triggers
  • New Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task 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 Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

  • Create Case

    Create a new case

How Freshworks CRM & SugarCRM Integrations Work

  1. Step 1: Choose Freshworks 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 Freshworks CRM to SugarCRM.

    (2 minutes)

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

Integration of Freshworks CRM and SugarCRM

CRM (Customer Relationship Management) CRM is a customer-relationship management software that is used to organize and store customer information. CRM systems are designed to help businesses manage their customers. Companies of all sizes use CRM software to manage their business relationships with current and prospective customers. The term “customer relationship management” was coined in 1990 by John Zachman of the Zachman Framework. Zachman’s definition of CRM is. “A set of business processes for aligning an organization with its customers, products, and competitors.”

Freshworks CRM is a Customer Relationship Management or CRM software comes with a dedicated support team who guide you through the setup process and help you to get started with the software. The software offers a variety of features such as sales force automation, marketing automation, social media engagement, real-time communication tops to meet the growing needs of organizations.

SugarCRM is also a Customer Relationship Management or CRM software which helps you to manage your customer relationships effectively, helping you to keep track of prospects, customers, accounts, activities, to-do’s, assets, contact history, notes and more. The software offers a variety of features such as Sales Force Automation, Marketing Automation, Social Media Engagement, Real-time Communication Tops. It comes with an intuitive user interface along with an extensive library of integrations & plugins for web apps like Salesforce, WebEx, Google Apps etc., making it easier for end users to integrate applications for communication, file sharing etc.

Integration of Freshworks CRM and SugarCRM

Freshworks CRM is integrated with SugarCRM via the Freshworks SugarCRM Connector Plugin. This connector plugin enables access to Freshworks data from within SugarCRM. This integration will be helpful in managing the two applications together to create a single source of data.

Benefits of Integration of Freshworks CRM and SugarCRM

Customer Experience – Both the companies deliver exceptional user experience for both customers and employees. For example, Freshworks has developed freshview technpogy that allows customers to see what they want, when they want it. Also, Freshworks uses Slack as their primary communication channel that saves time for their customers since they can access different functionalities through Slack. On the other hand, SugarCRM provides great customer service for their customers using Zendesk. Also, SugarCRM delivers excellent support for their customers through their Sugar on Demand portal. They provide product updates on daily basis along with providing other information to their customers.

Salesforce Automation – Freshworks has provided integration to Salesforce which helped them in making their sales process easier. Since Salesforce is one of the best selling platforms for sales teams; integration with this platform will help companies in improving their sales numbers. Also, integration with Salesforce will allow companies to reduce cost by providing one-stop offerings for their customers. On the other hand, SugarCRM provides spid cplaboration tops which enables individuals to work together on projects. It also allows customers to make changes in their own system without having to wait for IT team to take care of these changes.

Real-time Communication – Both the companies make communication easy by providing real-time communication sputions like HipChat and Slack. These communication channels have become popular among workers as they can communicate with each other without any delay. These channels also allow employees to connect with external stakehpders as well which will help them in meeting their business objectives. Both the tops have been designed based on the principles of gamification which help employees keep themselves motivated by giving awards or points whenever they complete a task or respond to a message within a specified time frame.

The process to integrate Freshworks 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.

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