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.
Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.Microsoft Outlook Integrations
SugarCRM + Microsoft OutlookCreate Contact to Microsoft Outlook from New Lead in SugarCRM Read More...
SugarCRM + Microsoft OutlookSend Email in Microsoft Outlook when New Lead is created in SugarCRM Read More...
SugarCRM + Microsoft OutlookCreate Event to Microsoft Outlook from New Lead in SugarCRM Read More...
SugarCRM + Microsoft OutlookDelete Event in Microsoft Outlook when New Lead is created in SugarCRM Read More...
SugarCRM + Microsoft OutlookCreate Contact to Microsoft Outlook from New Contact in SugarCRM Read More...
It's easy to connect SugarCRM + Microsoft Outlook 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 at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Create a new case
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
Microsoft Outlook is a client-server email application developed by Microsoft for Microsoft Windows and Mac OS X. It was first released in 1993 as a part of the Microsoft Office suite.
It includes a calendar program, an address book, task manager, instant messaging client, and file storage manager. In addition to email functionality, it also manages contacts, appointments, and tasks via a centralized interface.
Microsoft Outlook is a client-server application. The server component, Exchange, can run on Microsoft Exchange Server or Microsoft Small Business Server. The client components are Outlook (for Microsoft Windows), Entourage (for Mac OS X), and OWA (for mobile devices.
The previous version of Outlook was Outlook Express, which ran on Internet Information Services (IIS. However, with the release of Outlook 2003, Microsoft now treats Microsoft Outlook Express as an obspete product.
SugarCRM is an open source CRM application that allows you to interact with your customers in various ways such as sending emails, creating leads, setting up appointments, tracking orders, managing leads, etc. Sugar is the world’s leading open source CRM software. By using SugarCRM you can easily manage your sales leads and sales opportunities online. You can create sales quotes and sales orders for sales orders. You can also do marketing automation by using SugarCRM. You can send emails to your leads, fplow up several times with them and even set up appointments with them at their convenience. Sugar is very easy to use and has amazing capabilities. It is possible to integrate SugarCRM with MS Outlook to create personal business cards that will be sent to your prospects. It will give your company a professional look and will give you more contrp over your leads. This article highlights the benefits of integrating SugarCRM with MS Outlook.
For integrating SugarCRM with MS Outlook first you need to download SugarCRM which you can do from the official website of SugarCRM. After you have downloaded SugarCRM you need to install it on your computer. After installing the software you need to configure it by creating new user accounts on the SugarCRM dashboard. Once you have created your account you need to install the Sugar Connector for Microsoft Outlook on your computer. Once you have installed the connector you need to connect your account on SugarCRM with your account on MS Outlook. You can connect your account on SugarCRM with your account on MS Outlook by logging into your account on SugarCRM. Now go to Administration > Email Configuration > Email Accounts tab > click on Add Email Account button > enter the username and password of your account on MS Outlook > choose the type of account > click on Test Configuration button. Once you have tested your configuration of email accounts on MS Outlook then it is ready for use. Now whenever you send an email from your account on MS Outlook then this email will also be sent from your account on SugarCRM. The subject line of this email will also be written accordingly. Your contact information will also be automatically added when you add a new contact in your account on MS Outlook. Similarly when you add a new contact in your account on SugarCRM then this contact information will also be added in your account on MS Outlook.
The process to integrate SugarCRM and Microsoft Outlook 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.