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.
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
It's easy to connect SugarCRM + Keap without coding knowledge. Start creating your own business flow.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Create a new case
Creates a new company.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
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 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.
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.
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.
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