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Integrate Salesforce with SugarCRM

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

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Salesforce Integrations
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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
SugarCRM Alternatives

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

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce

Best ways to Integrate Salesforce + SugarCRM

  • Salesforce Integration SugarCRM Integration

    Salesforce + SugarCRM

    Create Case to SugarCRM from New Lead in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    SugarCRM Integration Create Case
  • Salesforce Integration SugarCRM Integration

    Salesforce + SugarCRM

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

    Salesforce + SugarCRM

    Create Case to SugarCRM from New Opportunity in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Opportunity
     
    Then do this...
    SugarCRM Integration Create Case
  • Salesforce Integration SugarCRM Integration

    Salesforce + SugarCRM

    Create Case to SugarCRM from New Case in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Case
     
    Then do this...
    SugarCRM Integration Create Case
  • Salesforce Integration SugarCRM Integration

    Salesforce + SugarCRM

    Create Case to SugarCRM from New Account in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Account
     
    Then do this...
    SugarCRM Integration Create Case
  • Salesforce Integration {{item.actionAppName}} Integration

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) 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 Attachment

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • Create Case

    Create a new case

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Salesforce & SugarCRM Integrations Work

  1. Step 1: Choose Salesforce 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 Salesforce to SugarCRM.

    (2 minutes)

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

Integration of Salesforce and SugarCRM

  • Salesforce was founded in 1999 by Marc Benioff and Parker Harris. It is a company that provides cloud computing, CRM software, and social enterprise software. It mainly focuses on customer relationship management (CRM.
  • SugarCRM was founded in 2004 by Craig Skistimas. It is a company that provides CRM software. It is used by small to large and medium-sized businesses. The company headquarters are in San Bruno, California.

    • Integration of Salesforce and SugarCRM

    Salesforce has been integrated with SugarCRM. This integration has occurred because both the companies want to offer the best services to their clients. There are many benefits of this integration. Let us discuss some of them:

  • Both these softwares are integrated with each other so that their users can avail the benefits of both the softwares. This integration is done through API (Application Program Interface. and web services which helps the client to communicate between these two softwares. ii. The API of Salesforce can be used for integrating it with SugarCRM. Therefore, all the functions and attributes of Salesforce can be easily accessed through SugarCRM. iii. This integration helps the user to create custom objects in SugarCRM. iv. Users can easily view data in both the softwares using this integration. This helps them to analyze their business data more efficiently. v. The data of Salesforce can be linked with SugarCRM using this integration. So, when you change any data in Salesforce, it will automatically get changed in SugarCRM. vi. You can use features like email templates, workflow rules, activity streams, dashboards and reports in both these softwares using this integration. vii. There are many third party applications which are integrated with Salesforce and SugarCRM. These applications include Service Cloud, Chatter, and Heroku. viii. Users can access their data from mobile phones as well. ix. If a user makes changes in SugarCRM, it will be reflected in the Salesforce system instantly. x. When a new lead is registered in SugarCRM, it will get added to Salesforce automatically. xi. If a user wants to search for any information from salesforce, then he/she can do so from SugarCRM also. xii. SugarCRM is used for data entry and Salesforce is used for analysis purposes. Both these softwares are compatible with each other hence they can be used together to get better results. xiii. With the help of this integration, you can sync the contacts between SugarCRM and Salesforce without any hassle. xiv. In case of any problem or error occurs while you are working on either of these softwares alone, but if you integrate them together then you will not face any difficulty in respving this issue as both the softwares are compatible with each other. xv. You can transfer the data from one to another through this integration. So, you do not need to go through any long process to transfer your data from one system to another. xvi. You can access your data from anywhere using this integration. xvii. Users can access their data in real time using this integration. xviii. Users can check reports easily with just a few clicks as both these softwares are integrated with each other. xix. This integration makes it easy for you to manage your files, contacts, appointments etc., as all of them will be available on one single platform. xx. This integration increases the efficiency of your organization as there will be no need to switch between different systems to perform different tasks as all of them will be provided by just a single system which is integrated with each other.

    • Benefits of Integration of Salesforce and SugarCRM

    Integration of Salesforce and SugarCRM offers many benefits to its users:

    The process to integrate Salesforce 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.

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