Integrate Gmail with SugarCRM

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

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About Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

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
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Best Gmail and SugarCRM Integrations

  • Gmail Integration SugarCRM Integration

    Gmail + SugarCRM

    Create Case to SugarCRM from New Attachment in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Attachment
     
    Then do this...
    SugarCRM Integration Create Case
  • Gmail Integration SugarCRM Integration

    Gmail + SugarCRM

    Create Case to SugarCRM from New Labeled Email in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Labeled Email
     
    Then do this...
    SugarCRM Integration Create Case
  • Gmail Integration SugarCRM Integration

    Gmail + SugarCRM

    Create Case to SugarCRM from New Email Matching Search in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Email Matching Search
     
    Then do this...
    SugarCRM Integration Create Case
  • Gmail Integration SugarCRM Integration

    Gmail + SugarCRM

    Create Case to SugarCRM from New Starred Email in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Starred Email
     
    Then do this...
    SugarCRM Integration Create Case
  • Gmail Integration SugarCRM Integration

    Gmail + SugarCRM

    Create Case to SugarCRM from New Thread in Gmail Read More...
    Close
    When this happens...
    Gmail Integration New Thread
     
    Then do this...
    SugarCRM Integration Create Case
  • Gmail Integration {{item.actionAppName}} Integration

    Gmail + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • 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 Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

  • Create Case

    Create a new case

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Gmail & SugarCRM Integrations Work

  1. Step 1: Choose Gmail 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 Gmail to SugarCRM.

    (2 minutes)

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

Integration of Gmail and SugarCRM

  • What is Gmail? Google's Gmail is an email service that allows users to send and receive emails and store their email in their web browser, as opposed to using an email client. When first launched in 2004, the most noticeable difference from other email services was the use of inbox tabs instead of fpders, which allowed users to quickly navigate through their emails.
  • What is SugarCRM? SugarCRM is a Customer Relationship Management (CRM. program designed for small, medium, and enterprise level businesses. SugarCRM uses a web-based interface that allows users to access its features through a Web Browser. SugarCRM also allows users to install it on their own server, allowing them to make changes and additions to the system without relying on third party developers.
  • Integration of Gmail and SugarCRM

    • Compatible Software Systems. Gmail and SugarCRM are both computer programs, so they are compatible with each other.
    • Email is stored in your browser. Gmail stores all email in your browser, while SugarCRM stores all CRM data in its database. Unlike with Gmail, this means that SugarCRM cannot be used as a substitute for email – emails are not sent directly from the program to the recipient.
    • Backing up Gmail. You can use Google Drive to automatically backup all your emails. However, you can only back up SugarCRM data manually by exporting all data or saving it to a .zip file and backing up the files.
    • Synchronization Issues. Since both programs store email or CRM data in a different location, synchronization between the two programs could cause problems if the synchronization is not done properly.
    • Technical Difficulties. If SugarCRM is installed on a server, then the computer or server must be running at all times. This could cause technical difficulties for some users who do not have enough power to run a server 24/7. If SugarCRM is installed on a Mac or PC (rather than a server), then there could be technical difficulties when trying to run the program on a computer with limited memory or processor power (such as an pder Windows XP computer. On top of this, issues would arise if multiple SugarCRMs were installed on one computer because it would take up too much memory.
    • Storage Space. If SugarCRM is installed on a Mac or PC (rather than a server), then there is still a limit to how much memory can be used by SugarCRM because there is still a limit to how much storage space is available on that computer. This would not be an issue if SugarCRM was installed on a server (which has unlimited memory. but it would not work well for someone with limited internet or server capabilities.
    • Conflicts Between Programs. If SugarCRM is installed on a Mac or PC (rather than a server), then it may conflict with other programs that are already installed on the computer. In addition, it would conflict with any other programs that are installed after SugarCRM because they would use up more memory and processing power than before. Programs that conflict with SugarCRM include AntiVirus programs such as Norton AntiVirus, which may cause SugarCRM to shut down randomly and performance of the program will slow down significantly.
    • Synchronization Issues. A lot of synchronization issues would arise if both programs were installed on one computer with limited resources (such as an pd Windows XP computer. A lot of these synchronization issues would be caused by constant crashing of the programs, such as when running Norton AntiVirus programs or browsers such as Internet Explorer or Firefox. These issues could really slow down the computer drastically if they were not fixed soon.
    • Multiple Accounts. Gmail allows you to use multiple email accounts at once; however, SugarCRM allows you to have one account only, so you cannot have multiple accounts within one system.
    • Size of Data and Emails. Since SugarCRM stores all its data on one computer and Gmail stores all its emails in one browser window, SugarCRM will run out of room very quickly if it does not automatically remove pd data, while Gmail would lose space over time if it did not add more storage space to your browser.

    Benefits of Integration of Gmail and SugarCRM

    • Full Backup. Using Google Drive to backup your email saves you from having to manually save your email into individual files. This makes it easier to backup your email and reduce the risk of losing important information. In addition, you can restore your files easily if anything goes wrong or if you need pd files again for whatever reason. Since Google Drive backs up everything online, all your information is safe no matter what happens to your computer/server.
    • Simplify Business Processes. By integrating Gmail and SugarCRM together, businesses can simplify their business processes by synchronizing customer and prospect data between both programs. Instead of using two different systems for CRM data and email management, businesses can now use just one system for both purposes, saving time by eliminating extra steps between each process.
    • Increase Efficiency. Since both programs are completely integrated together, businesses can increase efficiency by having employees complete tasks faster and easier than before – without having to worry about compatibility issues between the two programs since they are already integrated together seamlessly! With this integration, businesses can finally send emails directly from SugarCRM without having to go through their email client first! In addition, new customers can be added directly into SugarCRM from Gmail without having to copy and paste information from one program into another program – which eliminates the risk of human error! There's no need anymore for employees to start from scratch each time they want to create a new customer in SugarCRM because the software syncs automatically! Finally, employees can track customer interactions directly from their inbox without having to switch back and forth between programs – which saves time by allowing employees to do more in less time!

    The process to integrate Gmail 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.