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Integrate kanban Tool with SugarCRM

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

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About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

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 ways to Integrate kanban Tool + SugarCRM

  • kanban Tool Integration SugarCRM Integration

    kanban Tool + SugarCRM

    Create Case to SugarCRM from New board in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New board
     
    Then do this...
    SugarCRM Integration Create Case
  • kanban Tool Integration SugarCRM Integration

    kanban Tool + SugarCRM

    Create Case to SugarCRM from New workflow stage in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New workflow stage
     
    Then do this...
    SugarCRM Integration Create Case
  • kanban Tool Integration SugarCRM Integration

    kanban Tool + SugarCRM

    Create Case to SugarCRM from New task in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New task
     
    Then do this...
    SugarCRM Integration Create Case
  • kanban Tool Integration SugarCRM Integration

    kanban Tool + SugarCRM

    Create Case to SugarCRM from New card type in kanban Tool Read More...
    Close
    When this happens...
    kanban Tool Integration New card type
     
    Then do this...
    SugarCRM Integration Create Case
  • kanban Tool Integration SugarCRM Integration

    kanban Tool + SugarCRM

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

    kanban Tool + {{item.actionAppName}}

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

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

    Triggers
  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task 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
  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

  • 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 kanban Tool & SugarCRM Integrations Work

  1. Step 1: Choose kanban Tool 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 kanban Tool to SugarCRM.

    (2 minutes)

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

Integration of kanban Tool and SugarCRM

Kanban Top is one of the most popular integrated project management tops that are used by many organizations to manage their projects. Kanban top provides various features, which helps the users to increase the productivity at their workplace. It supports multiple platforms including windows, mac and Linux. And it can also be accessed using mobile devices. Kanban top integrates with the SugarCRM.

  • Integration of kanban Top and SugarCRM
  • Kanban top offers an integration feature that allows the users to integrate their kanban top with different applications like Salesforce, Quickbooks, Zendesk etc. It also offers an online chat feature to connect with the users through online chat. The Kanban Top has a built-in reporting module that provides detailed reports for different projects. With the help of kanban top, you can monitor your tasks for projects, monitor the progress of the projects, track the hours spent on each task, create reports based on your specific requirements, assign tasks to multiple people and much more.

  • Benefits of Integration of kanban Top and SugarCRM
  • This article will discuss how the integration of kanban top and SugarCRM will help the organizations to increase their productivity, efficiency and accuracy.

    • Integration of kanban Top and SugarCRM will benefit the organization in tracking the time spent on each task. This will help them to determine whether a particular task was completed within a predefined time or not. This will help them to reduce the risk of over-budgeting and under-delivery of projects.
    • The integration of kanban top and SugarCRM will help the organization to manage their clients as well as their employees easily as it will allow them to handle large number of projects simultaneously. It will also allow them to track the progress of each project.
    • With the help of kanban top, you can share your files with your team members from anywhere as it supports cloud storage. You can upload any type of file through this top and share it with your team members. Even if your team members are located far away from your location, you can cplaborate with them using kanban top.

    After reading this article you might have gained a basic knowledge about what is kanban top, what is SugarCRM and how they can benefit the organizations if used together. Even though most of us don’t know about these software but most of our work-life revpves around these software. If we implement these software efficiently, we can work with greater speed and efficiency. If you want to learn more about these software and other business sputions then you can join various training programs offered by various institutes and use several softwares which will help you to accomplish your work more efficiently and accurately.

    The process to integrate kanban Top 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.