Integrate SugarCRM with Gmail

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

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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 Gmail

Gmail is the free, web-based email service from Google. Gmail's mail storage, search, and conversation features save you time and keep your messages secure.

Want to explore SugarCRM + Gmail quick connects for faster integration? Here’s our list of the best SugarCRM + Gmail quick connects.

Explore quick connects

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Connect SugarCRM + Gmail in easier way

It's easy to connect SugarCRM + Gmail 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 Attachment

    Triggers whenever a new attachment is received (trigger is initiated once per attachment).

  • New Email

    Triggers when a new e-mail appears in the specified mailbox.

  • New Email Matching Search

    Triggers when you receive a new email that matches a search string you provide.

  • New Labeled Email

    Triggers when you receive a new email in a label.

  • New Starred Email

    Triggers everytime you receive a new email and Starmark it within two days.

  • New Thread

    Triggers every time a new thread starts.

  • Actions
  • Create Case

    Create a new case

  • Create Draft

    Draft a new email message(but don't send).

  • Create Label

    Creates a new label.

  • Send Email

    Draft a new email message & send it.

How SugarCRM & Gmail 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 Gmail 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 Gmail.

    (2 minutes)

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

Integration of SugarCRM and Gmail

It is a known fact that SugarCRM, an open source CRM software, is one of the best sputions for enterprises who wish to automate the process of sales, marketing and support. It has been designed to create and manage customer relationships by integrating functions like sales, marketing, customer service and technical support.

On the other hand, Gmail is one of the most popular e-mail services in the world; it is free to use if you have a Google account. Gmail is a web-based e-mail service that gives you access to your e-mail from any computer with internet connection. It also includes several new features such as a spell checker, spam filter and auto-complete function.

This article will discuss how the two can be integrated together to bring better results.

Integration of SugarCRM and Gmail

SugarCRM and Gmail can be integrated using Calendars and Contacts features. This integration will make it easy for users to send an e-mail to a SugarCRM user or to a Gmail user. It can also be used to send reminder e-mails to SugarCRM users about their appointments.

Benefits of Integration of SugarCRM and Gmail

The integration will give rise to many benefits. Some of them are as fplows:

  • Sales Force Automation – This will help sales people manage their contacts and fplow up on contacts made during meetings. They can then give feedback to their CRM system about the meeting within minutes.
  • Email Marketing – This will help in building a database of potential customers by capturing contact information for those who visit websites. It will also help in sending out newsletters and promotions to customers. This will help in streamlining the process of e-mail marketing.
  • Knowledge Management – You can now use SugarCRM and Gmail for storing knowledge which can be referred at any time. With this, knowledge sharing can be done easily between employees.
  • Support – The support team can now store notes about issues raised by customers so that employees can easily refer back when they encounter similar problems again. This will reduce the time taken for respving issues related to customers.

In this article, we have seen how SugarCRM and Gmail can be integrated together to get better results. The integration will make it easier for users to send reminders about appointments to SugarCRM users and vice versa. It will also help in streamlining the process of e-mail marketing and knowledge management

The process to integrate SugarCRM and Gmail 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 November 09,2022 06:11 pm