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Integrate SugarCRM with Freshworks CRM

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

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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 Freshworks CRM

Freshworks CRM is an AI-powered software platform that uses a 360-degree view of your customers to score leads.

Freshworks CRM Integrations

Best ways to Integrate SugarCRM + Freshworks CRM

  • SugarCRM Integration Freshworks CRM Integration

    SugarCRM + Freshworks CRM

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

    SugarCRM + Freshworks CRM

    Create Note to Freshworks CRM from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Freshworks CRM Integration Create Note
  • SugarCRM Integration Freshworks CRM Integration

    SugarCRM + Freshworks CRM

    Create Account to Freshworks CRM from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Freshworks CRM Integration Create Account
  • SugarCRM Integration Freshworks CRM Integration

    SugarCRM + Freshworks CRM

    Add Appointment in Freshworks CRM when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Freshworks CRM Integration Add Appointment
  • SugarCRM Integration Freshworks CRM Integration

    SugarCRM + Freshworks CRM

    Create Task to Freshworks CRM from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Freshworks CRM Integration Create Task
  • 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 + Freshworks CRM in easier way

It's easy to connect SugarCRM + Freshworks CRM 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 Appointment

    trigger when new appointment created.

  • New Completed Task

    Trigger when any task gets completed.

  • New Contact

    Trigger when new contact is created.

  • New Deal

    Trigger when new deal created.

  • New Task

    Trigger when new task created.

    Actions
  • Create Case

    Create a new case

  • Add Appointment

    Add an appointment.

  • Create Account

    Create an account.

  • Create Contact

    Creates a contact.

  • Create Deal

    Creates a deal.

  • Create Note

    Creates a note.

  • Create Task

    Creates a task.

  • Update Contact

    Updates an existing contact.

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

How SugarCRM & Freshworks CRM 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 Freshworks CRM 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 Freshworks CRM.

    (2 minutes)

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

Integration of SugarCRM and Freshworks CRM

The first thing you must do is to create an outline for your article. You can start with a general section, and then divide it by sub-topics. For example:

This Introduction Introduction – what I am going to discuss in this article. SugarCRM and Freshworks CRM – what is it and how it works Integration of SugarCRM and Freshworks CRM – how they work Benefits of Integration of SugarCRM and Freshworks CRM – benefits of the integration of SugarCRM and Freshworks CRM Conclusion – conclusion of the article

Introduction – what I am going to discuss in this article. SugarCRM and Freshworks CRM – what is it and how it works Integration of SugarCRM and Freshworks CRM – how they work Benefits of Integration of SugarCRM and Freshworks CRM – benefits of the integration of SugarCRM and Freshworks CRM Conclusion – conclusion of the article

SugarCRM

SugarCRM is an open-source enterprise customer relationship management (CRM. software. It was initially developed by SugarCRM Inc., but now it is an open-source project. The software can be used by small businesses, but also by big companies. It has many features, such as email marketing, lead tracking, activity recording, etc. SugarCRM is popular because it is easy to use, powerful, fast to install, quick to set up, easily integrable with other systems, etc. It also comes with a free community edition, which can be downloaded from its website.

Freshworks CRM

Freshworks CRM is a cloud-based customer relationship management system. It is based on Zoho CRM’s technpogy. Because it is cloud-based, it can be accessed from any device with an internet connection. It is compatible with Windows, Linux, Android, iOS or other operating systems. It includes several tops like email marketing, lead tracking, activity recording, etc. It is easy to set up and fast to install. It also comes with a free plan that can be used for small businesses.

Body – Integration of SugarCRM and Freshworks CRM

Integration of SugarCRM and Freshworks CRM allows you to use both platforms at the same time. This way you will save money on license fees for both platforms. Integration also simplifies your workflow. Using this software, you will not need to switch between different platforms. All data will be available in one place. This way you will save your time and effort that would otherwise go into searching for information in different places.

This integration includes importing data from other applications into Freshworks CRM. It also includes integration with third-party applications like Microsoft Outlooks, Google Contacts, etc. For example, if you want to send emails using Freshworks CRM, you can configure it to use your Outlook account so that all contacts will be automatically imported into your Freshworks CRM database. Another example is integration with Google Maps so that you can see where your contacts live or what their phone numbers are.

Body – Benefits of Integration of SugarCRM and Freshworks CRM

Benefits of this integration include:

Savings on license fees for software that must be purchased separately for both platforms; Simplification of your workflow; Access to all information in one place; Saving your time and effort; Automated integration with third-party applications;

Conclusion. SugarCRM and Freshworks CRM are two excellent customer relationship management sputions with many useful features and options. They both allow integration with other applications through their APIs. Integration of these two platforms is very useful for small businesses and big companies with multiple departments and offices because it allows them to access all information in one place and avoid double entry of information or switching between multiple platforms. These two platforms offer great teamwork opportunities for employees because cplaboration is easier when everyone uses the same top.

The process to integrate SugarCRM and Freshworks CRM 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.