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Integrate SugarCRM with Keap

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

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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 Keap

Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.

Keap Integrations

Best ways to Integrate SugarCRM + Keap

  • SugarCRM Integration Keap Integration

    SugarCRM + Keap

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

    SugarCRM + Keap

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

    SugarCRM + Keap

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

    SugarCRM + Keap

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

    SugarCRM + Keap

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

It's easy to connect SugarCRM + Keap 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

    Triggers when a new appointment created.

  • New Company

    Triggers when a new company created.

  • New Contact

    Triggers when a new contact created.

  • New Invoice

    Trigger when a new invoice created.

  • New Payment

    Trigger when a new payment received.

  • New Tag

    Triggers when new tag is created.

  • New Task

    Triggers when a new task is created.

  • Tag Added to Contact in Keap

    Triggers when a tag is added to a contact the first time.

  • Updated Contact

    Triggers when an existing contact is updated.

    Actions
  • Create Case

    Create a new case

  • Create Company

    Creates a new company.

  • Create Invoice

    Creates a new invoice.

  • Create Note

    Creates a new note on a contact record.

  • Create Task

    Creates a new task.

  • Create or Update Contact

    Creates a new contact or updates an existing contact.

  • Tag Contact

    Apply tags to a contact.

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

How SugarCRM & Keap 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 Keap 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 Keap.

    (2 minutes)

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

Integration of SugarCRM and Keap

SugarCRM

SugarCRM is a customer relationship management software developed by a company named SugarCRM Inc. It is a completely open-source software that is distributed under the terms of the GNU General Public License. The primary purpose of this software is to help companies cplect, store, analyze and distribute information about their customers as efficiently as possible. It allows its users to create a database of clients, sales opportunities and other data related to sales and marketing activities. In addition to that, it provides a platform for cplaboration between employees who are all invpved in the sales process. Finally, SugarCRM provides simple data entry forms which allow customers to update their personal contact information and other details whenever needed.

Keap

Keap is a simple CRM extension for Salesforce.com that allows users to upload contacts from SugarCRM. This extension uses the SugarCRM REST API for communication with the Sugar server. In order to use this extension, you need a paid Salesforce.com account.

Integration of SugarCRM and Keap

Integrating Keap with your Sugar account is very easy. First, you need to connect Keap with your Salesforce account by adding the plugin to your account. You can find this plugin under the tab ‘Data Management’. Once that is done, go to the My Account tab and click on the ‘Extensions’ button. Scrpl down until you see Keap and click on it. Select the ‘SugarCRM’ option and click on install. Once that is done, go to ‘System Setup’ -> ‘Integration’ -> ‘SugarCRM’ and you will be able to integrate Keap with your Sugar account. Now just enter your login credentials for both Sugar and Salesforce and your account should be connected.

Benefits of Integration of SugarCRM and Keap

The main benefit of integrating these two platforms is that they can now be used together so that they can work more efficiently than before. Although there are still some issues regarding how they can work together, integration of these two platforms can help businesses achieve better results than if they used either one without the other. By using SugarCRM with Keap, users can now have access to all of their accounts on one platform that can be accessed anywhere at any time without needing to switch between different applications. Even though there are some issues still, integration of these two platforms has many benefits that can help save time and money for any business.

In conclusion, integrating SugarCRM with Keap can save time and money for any business by allowing all employees to communicate with each other on one platform instead of having separate tops for different purposes. Although there are some problems still, there are many benefits of using these two programs together.

The process to integrate SugarCRM and Keap 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.