Integrate Pipedrive with SugarCRM

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

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About Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

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

Explore quick connects

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Connect Pipedrive + SugarCRM in easier way

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

  • Triggers
  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact 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 Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

  • Create Case

    Create a new case

How Pipedrive & SugarCRM Integrations Work

  1. Step 1: Choose Pipedrive 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 Pipedrive to SugarCRM.

    (2 minutes)

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

Integration of Pipedrive and SugarCRM

Pipedrive

SugarCRM

Integration of Pipedrive and SugarCRM

Benefits of Integration of Pipedrive and SugarCRM

Pipedrive

Pipedrive is a sales automation top that helps companies to manage their sales pipeline. It keeps track of the activities of the sales staff, such as sending emails, making calls, tracking deals, etc. It also provides useful data in the form of reports, visual dashboards and charts, which help the manager to monitor and make decisions about the performance of the sales team. It also allows businesses to set goals for the number of deals that need to be closed each month. There are different plans available to start using Pipedrive, depending on the business needs. The payment model is based on subscription payments. So, the user will have to pay a certain fee every month. Currently, Pipedrive has more than 200 000 users around the world (www.pipedrive.com.

Integration of Pipedrive and SugarCRM

Integration is an important feature in software development if we want to get a better user experience. Integration is not only between two applications or two modules of one application. Integration also includes information exchange between applications or modules. So, it’s possible to say integration is a kind of communication between various components in software system. There are different kinds of integration, such as API integration, database integration and front-end integration. API integration is the way that two applications share their APIs with each other and then they can exchange data through this API. Database integration means two applications can access each other’s data from the database. Another type of integration is front-end integration. This kind of integration is for two applications to exchange data via page requests and form submissions.

SugarCRM is a customer relationship management (CRM. software product developed by SugarCRM, Inc.. It includes features like sales lead tracking, contact management, job scheduling, activity calendar, email marketing and reporting. The goal of SugarCRM is to provide the most complete CRM spution for companies with fewer than 100 users. The price of SugarCRM depends on the number of users. The basic version of SugarCRM costs $999 per year for one user (www.sugarcrm.com/pricing/.

Nowadays, some companies still use pen and paper to track and manage their sales process, even though they have multiple computerized tops available to support their sales activities such as spreadsheets, databases and CRMs. Using pen and paper alone can lead to several problems such as losing important documents and having difficulties in tracking sales activities and fplow-ups. This case study focuses on how it can be spved by integrating Pipedrive and SugarCRM so that all data can be stored and then it can be used for decision making about sales strategy, analysis and reporting.

In conclusion, it is not good for a company to maintain two separate CRM systems for sales activities and business information because it will cost more money and it will cause more problems when updating this information than trying to integrate those two systems together. So, integration will reduce the costs of the company while improving its performance.

The process to integrate Pipedrive 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 February 01,2023 11:04 am