Integrate Microsoft Outlook with SugarCRM

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

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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

Explore quick connects

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Connect Microsoft Outlook + SugarCRM in easier way

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

  • Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event 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
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Case

    Create a new case

How Microsoft Outlook & SugarCRM Integrations Work

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

    (2 minutes)

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

Integration of Microsoft Outlook and SugarCRM

Let's begin with introduction. I will discuss what is Microsoft Outlook, what is SugarCRM and why integration of the two systems is important for each business.

Microsoft Outlook

Microsoft Outlook is one of the most popular software programs for electronic mail, personal information management (PIM. and calendar applications produced by Microsoft. Microsoft Outlook is used by over one billion people worldwide. It offers Calendar, Contacts, Notes, Tasks, Journal, Reminders, Email, and Post-it notes. It also provides interfaces to other applications such as Taskpad, Data Warehouse, Project, Visio, Access, Excel, PowerPoint, Word, Outlook Web Access, Exchange Server,, Google Calendar, Facebook, Yahoo! Calendar, LinkedIn, Windows Live Office Online Server, Twitter and more.


SugarCRM is a widely used open source CRM application that helps small and midsize businesses manage their sales pipeline. SugarCRM has been on the market since 2004 and has acquired over 100000 customers in more than 200 countries around the world. It has offices in San Francisco, Dublin, New Delhi and Berlin. It was founded by Larry Augustin. SugarCRM's open source community consists of over 150,000 members of developers, companies, agencies and individuals who are all contributing to the SugarCRM technpogy.

I will now discuss how integration of Microsoft Outlook and SugarCRM helps each business. Let's begin with integration of Microsoft outlook and SugarCRM. Integration of Microsoft Outlook and SugarCRM provides users convenience because it gives them access to various information from one place. It saves users time because they don't need to switch between different applications to get information they need to perform daily tasks. Integration of Microsoft Outlook and SugarCRM helps business in several ways:

· It makes it easy to build customer relationship through email marketing campaigns. With the help of both the applications users can design and send targeted email marketing campaigns in a few minutes without any programming knowledge required;

· The application allows users to automate common business processes;

· There are integrations available for other popular applications such as Google Analytics, Salesforce etc;

· The application helps in increasing efficiency because users can access information from anywhere;

· It helps in increasing visibility because users can communicate with customers via email or social networks;

· The application is great for cplaboration because it allows users to create group calendars and share files;

· Integration of Microsoft Outlook and SugarCRM helps in increasing flexibility because users can access back-end data from anywhere;

· It also helps in improving the quality of service because users can provide better customer support thanks to better customer access to information;

· It increases security because all data is stored in one place;

· The application allows users to create customized reports about their business activity;

· The application allows users to see key metrics such as conversion rates across all stages of the sales cycle. This helps track performance and identify opportunities for improvement;

· Integration of Microsoft Outlook and SugarCRM improves efficiency because it allows users to share documents with external parties via email or social networks; this helps avoid having to print a document or email it separately; this also reduces paper usage;

· Integration of Microsoft Outlook and SugarCRM increases productivity by keeping track of all tasks from one place; it also enables users to take notes from within emails or chats; this makes it easier to remember things while working on a task. It also eliminates the need to add a reminder manually to your schedule. Sometimes you might miss a meeting or an appointment but with integration of Microsoft Outlook and SugarCRM you won't have problems with that anymore because it will remind you about upcoming appointments or meetings based on your calendar availability. You will never miss a meeting again! The reminders come in form of pop-ups that appear right on your desktop so you can't miss them even if you are working on something else at the moment. Integration of Microsoft Outlook and SugarCRM is perfect for people who want to get more productive at work or want to get more things done during their free time. If you want to learn more about how to get more things done during your free time visit my blog ;

The process to integrate Microsoft Outlook 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 March 29,2023 02:06 pm