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SugarCRM + Microsoft Teams Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

Looking for the Microsoft Teams Alternatives? Here is the list of top Microsoft Teams Alternatives

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best ways to Integrate SugarCRM + Microsoft Teams

  • SugarCRM Microsoft Teams

    SugarCRM + Microsoft Teams

    Add Member in Microsoft Teams when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Microsoft Teams Add Member
  • SugarCRM Microsoft Teams

    SugarCRM + Microsoft Teams

    Send Channel Messages in Microsoft Teams when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Microsoft Teams Send Channel Messages
  • SugarCRM Microsoft Teams

    SugarCRM + Microsoft Teams

    Create Channel to Microsoft Teams from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Microsoft Teams Create Channel
  • SugarCRM Microsoft Teams

    SugarCRM + Microsoft Teams

    Delete user in Microsoft Teams when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Microsoft Teams Delete user
  • SugarCRM Microsoft Teams

    SugarCRM + Microsoft Teams

    Send Chat Message in Microsoft Teams when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Microsoft Teams Send Chat Message
  • SugarCRM {{item.actionAppName}}

    SugarCRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect SugarCRM + Microsoft Teams in easier way

It's easy to connect SugarCRM + Microsoft Teams 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    Actions
  • Create Case

    Create a new case

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

How SugarCRM & Microsoft Teams 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 Microsoft Teams 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 Microsoft Teams.

    (2 minutes)

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

Integration of SugarCRM and Microsoft Teams

  • SugarCRM is a customer relationship management (CRM. that is used by businesses to manage their customer interactions. It helps in managing the sales, marketing, and support functions. It can be used as a standalone system or can integrate with other systems. SugarCRM is available for both online and offline usage.
  • Microsoft Teams is an office application that is used for cplaboration. It allows users to communicate with each other using text, voice, and video. It also supports integration with many other services like Skype, Slack, Office 365, etc. Teams is present in the cloud and runs on Windows, iOS, and Android devices.
  • Integration of SugarCRM and Microsoft Teams

    Integrating SugarCRM and Microsoft Teams gives advantages to both the systems. The integration allows users to have a single place where they can interact with customers. Both the systems have various features, which might not be available in one system. When they are used together it becomes easier to communicate with customers as well as use the features of both systems. For example, if a user wants to schedule a meeting or contact a customer he can do so from the same place. Another example is that it will be easier for the user to integrate emailing with the CRM system as well as manage the emails at one place.

    Benefits of Integration of SugarCRM and Microsoft Teams

    The benefits of integrating SugarCRM and Microsoft Teams are listed below:

    · Less Time for Communication

    An integrated spution enables users to access information about their contacts from one place. This makes communicating with customers easy and no time is taken to search for them. A user has to spend less time on communication with customers because he can easily find information about them from SugarCRM and can also send emails directly from it.

    · Easier Customer Management

    The integration of SugarCRM and Microsoft Teams helps users in managing their customers easily. They do not need to use multiple systems for managing their customers; instead, they can use one system for all their customer-related activities.

    · Reduced Costs

    Integration of SugarCRM and Microsoft Teams saves costs by eliminating the need of buying separate sputions for different activities. An integrated spution requires fewer resources than separate ones because it does one job instead of two or more. This results in reduction in cost of ownership because there will be no need for additional hardware or software.

    · Good Communication with Customers

    Integrating SugarCRM and Microsoft Teams enables users to communicate with their customers easily. They can send messages to their clients directly from the same place where they can access information about them. They do not need to look for emails from them separately or search for their phone numbers because they can reach them right from the CRM system.

    · Better Customer Service

    Integration of CRM systems with other sputions improves customer service because users get instant access to information about them from a single system. They are also able to respond quickly to them because they do not need to search for information about them in other systems separately. Faster response would improve customer satisfaction and they would continue using the products or services offered by the company.

    The process to integrate SugarCRM and Microsoft Teams 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.