Integrate Getform with SugarCRM

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

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About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

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

Explore quick connects

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Connect Getform + SugarCRM in easier way

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

  • Triggers
  • New Submission

    Triggers when new submission is received to a selected form.

  • 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 Getform & SugarCRM Integrations Work

  1. Step 1: Choose Getform 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 Getform to SugarCRM.

    (2 minutes)

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

Integration of Getform and SugarCRM

Getform has been recently integrated with SugarCRM. Getform is a powerful web form builder that helps users create their own forms and manage it from the cloud. Its features are not limited to creating forms only, but also allows users to analyze data, gather leads, manage campaigns, automate tasks and much more. In short, Getform is an all-in-one marketing platform that makes online businesses better.

Getform

Getform is a powerful web form builder that helps users create their own forms and manage it from the cloud. It is a software as a service (SaaS. company that offers an intuitive drag-and-drop interface that allows users to design their personalised forms. It also offers advanced integration with an array of third-party CMSs and CRMs.

The biggest advantage of Getform over its competitors is its ability to integrate with almost any website management system such as WordPress, Wix, Drupal and Joomla etc., and many e-commerce platforms like Shopify, Big Commerce, PayPal Pro, Magento and WooCommerce etc.

SugarCRM

SugarCRM is an all in one customer relationship management (CRM. software that offers features like sales force automation, marketing and sales automation, helpdesk support, project management, mobile and social integrations etc. It is used by small and medium sized businesses for CRM implementation.

Integrating Getform with SugarCRM enables your customers to sign up for your services through a web form created on SugarCRM. Integration means that when a user submits the form, the information will be automatically synced between the two systems. Therefore, you need to create a form on Getform first before integrating it with SugarCRM. The steps are mentioned below:

  • Create a new form on Getform. 1. Create a new form on Getform. 2. Sign in to SugarCRM. 2. Sign in to SugarCRM. 3. Click on ‘Forms’ under the ‘Customer’ menu item. 3. Click on ‘Forms’ under the ‘Customer’ menu item. 4. Click ‘New Form’ from the list of options on the left side of the screen. 4. Click ‘New Form’ from the list of options on the left side of the screen. 5. Name your form and enter a brief description of it into the fields given. 5. Name your form and enter a brief description of it into the fields given. 6. In order to integrate Getform with SugarCRM, you need to give permission for Getform access to SugarCRM account by clicking 'Permissions' under the form editor. 6. In order to integrate Getform with SugarCRM, you need to give permission for Getform access to SugarCRM account by clicking 'Permissions' under the form editor. 7. Select 'All' from the drop-down menu in front of 'Permission level'. 7. Select 'All' from the drop-down menu in front of 'Permission level'. 8. Make sure that you have configured 'GetForm' app in SugarCRM if you haven't done so yet and click 'Save'. 8. Make sure that you have configured 'GetForm' app in SugarCRM if you haven't done so yet and click 'Save'. 9. On the left side of the screen, click on 'Web Forms'. 9. On the left side of the screen, click on 'Web Forms'. 10. Then click on ‘Add Web Form’ above the list of web forms already present on your website/account on SugarCRM. 10. Then click on ‘Add Web Form’ above the list of web forms already present on your website/account on SugarCRM. 11. Name your newly created web form and give it a description if desired just like any other SugarCRM form you've created earlier . 11. Name your newly created web form and give it a description if desired just like any other SugarCRM form you've created earlier . 12. Click ‘Save’ button after adding it to your website/account on SugarCRM . 12. Click ‘Save’ button after adding it to your website/account on SugarCRM . 13. Under the Form Editor section, in the sidebar menu of your web form, select Apps tab under ‘Integration’ option . 13. Under the Form Editor section, in the sidebar menu of your web form, select Apps tab under ‘Integration’ option . 14. Click on ‘GetForm’ app from the list of apps already present on your website/account on SugarCRM . 14. Click on ‘GetForm’ app from the list of apps already present on your website/account on SugarCRM . 15. Enter values for Parameter Id (Here you can use any value), Action URL (Here you will enter GetForm default landing page i e www.getformapp.com)and Destination Type (Here you will choose either ‘View or Edit’. 15a* Click on ‘Save Changes’ button after entering values for Parameter ID, Action URL and Destination Type . 15a* Click on ‘Save Changes’ button after entering values for Parameter ID, Action URL and Destination Type . 15b* If an error prompts up then check your spelling carefully for each field mentioned above and try again! This error might appear because you have entered wrong values for Parameter ID / Action URL / Destination Type . 15b* If an error prompts up then check your spelling carefully for each field mentioned above and try again! This error might appear because you have entered wrong values for Parameter ID / Action URL / Destination Type . 16*. Now make sure that you have enabled GetForm in ‘Integration Settings’ tab in Form Editor section in ‘Web Forms’ menu at SugarCRM desktop client itself! 16*. Now make sure that you have enabled GetForm in ‘Integration Settings’ tab in Form Editor section in ‘Web Forms’ menu at SugarCRM desktop client itself! 17*. For this you need to click on ‘Integration Settings’ tab under ‘Web Forms’ menu at SugarCRM desktop client itself . 17*. For this you need to click on ‘Integration Settings’ tab under ‘Web Forms’ menu at SugarCRM desktop client itself . 18*. Now click on GetForm from the list of apps available under Integration Settings . You can see Request URL which is default landing page i e www . getf or m app . com , Parameter Id which is any value , Action URL which is default landing page i e www . getf or m app . com , Destination Type which is either View or Edit . Make sure that you have entered values for them according to Step 15*. 18*. Now click on GetForm from the list of apps available under Integration Settings . You can see Request URL which is default landing page i e www . getf or m app . com , Parameter Id which is any value , Action URL which is default landing page i e www . getf or m app . com , Destination Type which is either View or Edit . Make sure that you have entered values for them according to Step 15*. 19*. If all parameters are correct then click Save Changes button below Integration Settings section at SugarCRM file manager . 19*. If all parameters are correct then click Save Changes button below Integration Settings section at SugarCRM file manager . 20*. Now test your integration by accessing your web form at SugarCRM website/client end by clicking link present at right hand side of your web form at GetForm Dashboard . Here you can access URL mentioned in Step 18*. 20*. Now test your integration by accessing your web form at SugarCRM website/client end by clicking link present at right hand side of your web form at GetForm Dashboard . Here you can access URL mentioned in Step 18*. 21*. Enter information into your form and submit it by clicking Submit Button at the bottom right corner of your form at GetForm Dashboard . 21*. Enter information into your form and submit it by clicking Submit Button at the bottom right corner of your form at GetForm Dashboard . 22*. Finally hit Refresh button at top right hand corner of your browser till results screen shows up at SugarCRM website/client end after submission of form . After refreshing browser you can see that submitted data has been added automatically into corresponding table present in SugarCRM account ! 22*. Finally hit Refresh button at top right hand corner of

The process to integrate Getform 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