Integrate Notion with SugarCRM

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About Notion

Notion is a collaboration platform that allows teams to communicate, share and collaborate on the same page. It is built for teams of all sizes. Whether you’re a group of five, or a group of thousands, Notion is there to help you collaborate, communicate and share your ideas.

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

Explore quick connects

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Connect Notion + SugarCRM in easier way

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

  • Triggers
  • New Database Item

    Triggers when a new item is created in a database.

  • 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 Database Item

    Creates an item in a database.

  • Update Database Item

    Updates a database item.

  • Create Case

    Create a new case

How Notion & SugarCRM Integrations Work

  1. Step 1: Choose Notion 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 Notion to SugarCRM.

    (2 minutes)

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

Integration of Notion and SugarCRM

  • Introduction:
  • Notion and SugarCRM:

    Notion and SugarCRM both are Business Software’s. Notion is an application that helps people to create, share and cplaborate on documents, spreadsheets or slides. All of these can be used for personal use or for teamwork. Even the files can be shared with only one person or with a group, such as a company. Notion is free for anyone to use and it is available for Apple and Android devices(mobile app. If the user wants to utilize the full capacity of Notion, he or she can subscribe to Notion Pro which charges $10/month per user. SugarCRM is different from Notion in some ways. It is a Business Suite of applications and it includes CRM, which stands for Customer Relationship Management. Sugar can be used by small businesses as well as those with hundreds of employees. Sugar also offers a free version that is commonly used by small businesses or startups. Sugar has a different format than Notion. In Sugar, there is a lot of information that is displayed on the screen at once, which can be overwhelming to some users. When using Notion, the user only sees what he needs to see at the time he needs to see it. This explains why some people prefer Sugar over Notion.


    Integration of Notion and Sugar CRM:

    In this part, I will explain how they are integrated together and the benefits of it. The integration of Notion and SugarCRM is very simple because it works similar to Microsoft Office 365. In Microsoft Office 365, you have Word, Excel, Powerpoint, Outlook, OneNote and Skype all in one place. In the same way, you have SugarCRM and Notion in one place with SUGARXLTab. To integrate Notion and SugarCRM with SUGARXLTab, all you have to do is download SUGARXLTab from the App Store or Google Play store and then open the app. After opening the app you need to log in with your SugarCRM credentials. After logging in, you will see all your notes, attachments and any tasks you have created in the application. After seeing your notes, attachments and tasks click on “Notes” at the top right hand corner of the page. Then click on “Notion” at the top left hand corner of the next page that should appear. You should see your notes but they will be under their own fpders now. They were under the usual fpders before but now they are separated into fpders based on how they work. For example, one fpder will contain all of your notes that are documents, another fpder will contain all of your notes that are spreadsheets, etc. This makes it easier for you to find what you are looking for by separating them into categories. The last thing you need to do is download Notion’s mobile app on your phone or tablet (Android or Apple. Then sign into your account using your email address and password that you originally signed up with when you first downloaded Notion on your phone or tablet (Android or Apple. After signing into your account on your phone or tablet (Android or Apple), everything will be synchronized between the desktop version of Notion and your mobile device. As long as everything is synced together it will all be merged together so now your notes are accessible anywhere! The benefit of this integration is that now whatever you are working on inside of Notion can be accessed anywhere at any time because now it’s available on your mobile device as well as your laptop/desktop computer. Another benefit is that if you are having trouble finding what you are looking for inside of Notion’s desktop version it will be much easier to find now that you have all of your notes categorized into fpders. This makes it much easier for you to find what you are looking for quickly.


    The process to integrate Notion 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 14,2023 02:59 pm