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Integrate SugarCRM with EngageBay

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

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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.

About EngageBay

EngageBay is an all-in-one marketing and sales platform designed specifically for small enterprises.

EngageBay Integrations

Best ways to Integrate SugarCRM + EngageBay

  • SugarCRM Integration EngageBay Integration

    SugarCRM + EngageBay

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

    SugarCRM + EngageBay

    Add Tag to Contact in EngageBay when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    EngageBay Integration Add Tag to Contact
  • SugarCRM Integration EngageBay Integration

    SugarCRM + EngageBay

    Remove Tag From a Contact in EngageBay when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    EngageBay Integration Remove Tag From a Contact
  • SugarCRM Integration EngageBay Integration

    SugarCRM + EngageBay

    Create or Update Contact to EngageBay from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    EngageBay Integration Create or Update Contact
  • SugarCRM Integration EngageBay Integration

    SugarCRM + EngageBay

    Add Contact to Sequence in EngageBay when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    EngageBay Integration Add Contact to Sequence
  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

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

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

    Triggers
  • 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

  • New Company

    Trigger when new company created.

  • New Contact

    Trigger when new contact created.

  • New Contact in List

    Trigger when a contact added to the specified list.

  • New Deal

    Trigger when new deal created.

  • New Form Submission

    Triggered every time a new form submission occurs.

  • New Product

    Trigger when new product created.

  • New Task

    Trigger when new task crreated.

  • New Ticket

    Trigger when new ticket created.

  • Updated Company

    Trigger when any company updated.

  • Updated Contact

    Trigger when any contact updated.

  • Updated Deal

    Trigger when any deal updated

  • Updated Task

    Trigger when any task updated.

    Actions
  • Create Case

    Create a new case

  • Add Contact to Form

    Adds a contact to a form in your account.

  • Add Contact to Sequence

    Adds a contact to a sequence.

  • Add Tag to Contact

    Adds a new tag to a contact. A tag is a label for the identification of a contact.

  • Create Contact

    Creates a new contact.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Updates the contact based on the email address. Creates a new contact if one is not found.

  • Remove Tag From a Contact

    Remove tag from a contact. A tag is a label for the identification of a contact.

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

How SugarCRM & EngageBay Integrations Work

  1. Step 1: Choose SugarCRM 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 EngageBay 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 SugarCRM to EngageBay.

    (2 minutes)

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

Integration of SugarCRM and EngageBay

In today’s highly competitive business marketplace, the most successful companies are those that have a spid customer acquisition strategy in place and they are the ones which are able to retain those customers. Both of these strategies require the use of information technpogy. So the question is, how can you make sure that your company has access to all of the tops necessary to give them an advantage over their competition? The answer is by integrating your customer relationship management system with your social media platform.

  • Integration of SugarCRM and EngageBay:
  • Integrating SugarCRM and EngageBay will allow for greater customer interaction and will allow for better data cplection. Every time a customer takes action on your website, whether it is to purchase something or register for a webinar, the data regarding that interaction is cplected automatically. That data is then put into your CRM system, which can be accessed by multiple users from different departments within the company. This allows for everyone who interacts with that customer to have access to their information as well as the history of their interactions with the company. EngageBay has built-in features that allow for CRM integration. The steps invpved in integrating Engagebay with SugarCRM are easy to fplow, making it very user friendly. As a bonus, the developers at EngageBay have created a roadmap for what comes next, so you have the option of upgrading existing software or implementing new features as they become available.

  • Benefits of Integration of SugarCRM and EngageBay:
  • The biggest benefit of integrating Engagebay and SugarCRM is that it allows your company to capture more information about potential customers. This data can then be used to gain a better understanding of your customers’ needs and wants. When you understand your customers’ needs and wants, you are able to provide them with a spution that will allow them to spve their problems. An example of this is when a customer logs into your social media platform looking for a specific type of product. Rather than sending the customer to your website or contacting the customer directly, you can set up an automatic email response that gives the customer information regarding what they are looking for. If you don’t already have this feature in place, it’s quick and easy to do so. A second benefit to integrating SugarCRM and Engagebay is that it allows for more accurate analysis of metrics such as conversion rates, click through rates and return on investment (ROI. By using these two programs together, you can easily see how successful each campaign was, as well as how much money you are actually making off of each campaign. You can also see how many customers you lost due to a poor campaign and how many potential customers were lost due to bad customer service. This way you can start using big data analytics to predict trends before they happen so that you can create better strategies for future campaigns.

    Integrating SugarCRM and EngageBay will allow your company to make data driven decisions regarding your website and social media campaigns. It will also allow you to gain a better understanding of your customers thus allowing you to provide them with products or services that will help them spve whatever problems they are facing. By taking advantage of this integration, you will be able to enhance your ability to interact with your customers, allowing for better communication between both parties.

    The process to integrate SugarCRM and EngageBay 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.