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Microsoft Exchange + SugarCRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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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Looking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives

  • Zoho CRM Zoho CRM
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Best ways to Integrate Microsoft Exchange + SugarCRM

  • Microsoft Exchange SugarCRM

    Microsoft Exchange + SugarCRM

    Create Case to SugarCRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Exchange SugarCRM

    Microsoft Exchange + SugarCRM

    Create Case to SugarCRM from New Contact in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Contact
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Exchange SugarCRM

    Microsoft Exchange + SugarCRM

    Create Case to SugarCRM from New Calendar Event in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Calendar Event
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Exchange SugarCRM

    Microsoft Exchange + SugarCRM

    Create Case from SugarCRM from Calendar Event Start to Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Calendar Event Start
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Exchange SugarCRM

    Microsoft Exchange + SugarCRM

    Create Case from SugarCRM from Updated Calendar Event to Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Updated Calendar Event
     
    Then do this...
    SugarCRM Create Case
  • Microsoft Exchange {{item.actionAppName}}

    Microsoft Exchange + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • Create Case

    Create a new case

How Microsoft Exchange & SugarCRM Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 Microsoft Exchange to SugarCRM.

    (2 minutes)

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

Integration of Microsoft Exchange and SugarCRM

Microsoft Exchange is a proprietary application that enables users to send, receive, and organize e-mail messages. It allows users to share calendars, make appointments, assign tasks, and create distribution lists of individuals with whom they regularly communicate. Microsoft Exchange offers several advantages over competing e-mail systems including the ability to be used on multiple platforms.

SugarCRM is a commercial open source customer relationship management (CRM. software package. SugarCRM is available as a free download for non-commercial use as well as a paid enterprise version. SugarCRM may be used to track leads, contacts, accounts, opportunities, tasks, events, knowledge base articles, and custom attributes.

In this section, we shall discuss how Microsoft Exchange and SugarCRM can be integrated with each other.

Integration of Microsoft Exchange and SugarCRM

Figure 1 shows how Microsoft Exchange and SugarCRM can be integrated with each other to achieve business benefits.

Figure 1. Integration of Microsoft Exchange and SugarCRM

Benefits of Integration of Microsoft Exchange and SugarCRM

The integration of Microsoft Exchange and SugarCRM enables the fplowing benefits:

Efficient communication across teams. The integration of Microsoft Exchange and SugarCRM enables the efficient communication across the different teams by allowing them to share e-mails and tasks.

The integration of Microsoft Exchange and SugarCRM enables the efficient communication across the different teams by allowing them to share e-mails and tasks. Automated workflow between teams. The integration of Microsoft Exchange and SugarCRM enables automated workflow between the different teams because the system will automatically exchange documents if someone changes them in either Microsoft Exchange or SugarCRM. This automation reduces manual efforts as well as errors as there is no need to manually update information as it is done automatically.

The integration of Microsoft Exchange and SugarCRM enables automated workflow between the different teams because the system will automatically exchange documents if someone changes them in either Microsoft Exchange or SugarCRM. This automation reduces manual efforts as well as errors as there is no need to manually update information as it is done automatically. Improved customer service. The integration of Microsoft Exchange and SugarCRM can improve customer service as customers can share notes and be notified whenever something happens with any of their interactions. For example, an agent can take notes about a customer’s interaction and later share those notes with other people such as sales people or support engineers. Similarly, customers can also share their thoughts on issues they are facing at any time during their interactions with the company by adding notes to the issue record and other people can respond to those notes and work together to respve issues.

In this article we discussed how Microsoft Exchange and SugarCRM can be integrated with each other to achieve business benefits. We also discussed how the integration of these two systems can improve business efficiency through automation, reduce manual efforts, improve customer service, etc.

The process to integrate Microsoft Exchange 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.