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Google Docs + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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 Google Docs + SugarCRM

  • Google Docs SugarCRM

    Google Docs + SugarCRM

    Create Case to SugarCRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    SugarCRM Create Case
  • Google Docs SugarCRM

    Google Docs + SugarCRM

    Create Case to SugarCRM from New Document in Folder in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document in Folder
     
    Then do this...
    SugarCRM Create Case
  • Google Docs Gmail

    Google Docs + Gmail

    Create Draft to Gmail from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Gmail Create Draft
  • Google Docs Gmail

    Google Docs + Gmail

    Send Email in Gmail when New Document is created in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Gmail Send Email
  • Google Docs Gmail

    Google Docs + Gmail

    Create Label to Gmail from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Gmail Create Label
  • Google Docs {{item.actionAppName}}

    Google Docs + {{item.actionAppName}}

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

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

    Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 Google Docs & SugarCRM Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to SugarCRM.

    (2 minutes)

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

Integration of Google Docs and SugarCRM

Google Docs

Google Docs is a free online document-editing top. It is built on top of Google Data Services. The document storing and sharing capabilities are available in Google Drive. Google Drive can be accessed through any web browser, or it can be downloaded as an extension to the Google Chrome web browser.

SugarCRM

SugarCRM is a leading provider of customer relationship management (CRM. software that provides small businesses with the tops to manage their communications with customers, leads, and vendors. It also includes features to support sales, marketing, service, and cplaboration functions.

Integration of Google Docs and SugarCRM

Integration of Google Docs and SugarCRM complements each other by incorporating cplaborative editing of documents with the CRM. Though there are many ways to integrate two applications, I have chosen to integrate them by using the Google Data Services applications programming interface (API. The Google Data Services API allows you to access your Google Drive data programmatically via Google Apps Script.

I have created code that will automatically save a Microsoft Word document to my Google Drive whenever I edit it in my computer’s Google Docs application. Likewise, when I edit a SugarCRM record, I will automatically save it in Google Docs. I will then set up a scheduled task to periodically synchronize the contents of my SugarCRM database with my Google Drive. This way, all updates will automatically appear in the document I saved in my Google Drive.

Benefits of Integration of Google Docs and SugarCRM

The integration of Google Docs and SugarCRM gives both applications more flexibility and power. For example, if you want to make a change to a field in SugarCRM, you do not need to go back and forth between the two applications; instead, you can make the change directly in your Google Docs file. This would save you time and effort because you do not have to spend time switching back and forth between applications. Another advantage of this integration is that you can start editing a document in one application and then continue editing it in another application. This would eliminate any loss of data associated with transferring files from one application to another.

I have successfully integrated Google Docs and SugarCRM by using the Google Data Services API and scheduled tasks. This integration saves me time and effort by eliminating the need for me to constantly switch back and forth between SugarCRM and Google Docs. Any changes made in one application will automatically appear in another application without any effort from me. The integration allows you to seamlessly work on your projects from either your computer or the web without worrying about losing any data when transferring information from one application to another.

The process to integrate Google Docs 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.