Office 365 + SugarCRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Office 365 and SugarCRM
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Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
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 IntegrationsLooking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives
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Zoho CRM
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Salesforce
Best ways to Integrate Office 365 + SugarCRM
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When this happens...
New Calendar
Then do this...
Create Case
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When this happens...
New Contact
Then do this...
Create Case
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When this happens...
New Email
Then do this...
Create Case
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When this happens...
New Event
Then do this...
Create Case
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SugarCRM + Office 365
Send Email in Office 365 when New Lead is created in SugarCRM Read More...When this happens...
New Lead
Then do this...
Send Email
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Office 365 + SugarCRM without coding knowledge. Start creating your own business flow.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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New Case
Triggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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Create Case
Create a new case
How Office 365 & SugarCRM Integrations Work
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Step 1: Choose Office 365 as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SugarCRM as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Office 365 to SugarCRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Office 365 and SugarCRM
Office 365
Office 365 is a cloud-based software service that provides a suite of web-based productivity tops for businesses and organizations. It includes Exchange Online for email, SharePoint Online for storage, Skype for Business for voice and video communication, and Office Web Apps for viewing and editing documents. You pay a monthly or annual fee based on the number of users, whether you want just the Office Online apps or the full desktop Office suite, and how many apps you take. You can sign up for Office 365 yourself, or your business might get it from your enterprise software provider or your workplace.
SugarCRM
SugarCRM is a customer relationship management (CRM. software used by small to mid-sized businesses (SMBs. It's better suited to smaller businesses than Microsoft Dynamics CRM because it's less expensive and easier to use. SugarCRM is open source and free to download, but it also offers paid support subscriptions and third-party add-ons for additional features and functionality. The software can be hosted in the cloud by SugarCRM or installed on an on-premises server.
Integration of Office 365 and SugarCRM
In order to integrate SugarCRM with Office 365, the user needs to install the SugarCRM app in their Office 365 portal. In addition to connecting Sugar with Office 365, the user needs to set up Single Sign On between the two services. For this integration, the user will use a third party top called Active Directory Federation Services (ADFS. Once both services are integrated, the user will be able to access their contacts list from both applications. If a contact has multiple email addresses associated with them, they will be able to choose which address they want to send the message from when creating a new message. They can also use Outlook's "Send on Behalf" feature to send messages on behalf of another person. For example, if the user has delegated authority over another person’s account, they can enter that person's email address into the "Send on Behalf" field within Outlook. This will allow them to send messages as if they were being sent from that person's account.
Benefits of Integration of Office 365 and SugarCRM
The benefits of integrating SugarCRM with Office 365 would be that it allows for easier sharing of information between users. For example, if one user knows the contact information for someone in another department, they can easily share that contact information with other users by adding it directly into a message without having to retype it. In addition, the user would be able to share documents more easily using OneDrive for Business and SharePoint Online.
This article shows how easy it is to integrate SugarCRM with Office 365 using ADFS. It also shows how easy it is to share contacts and documents between users without having to copy and paste information between applications.
The process to integrate Office 365 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.
