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SugarCRM + monday.com Integrations

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and monday.com

  • 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 monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

monday.com Integrations

Best ways to Integrate SugarCRM + monday.com

  • SugarCRM Gmail

    SugarCRM + Gmail

    Create Draft to Gmail from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Create Draft
  • SugarCRM Gmail

    SugarCRM + Gmail

    Send Email in Gmail when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Send Email
  • SugarCRM Gmail

    SugarCRM + Gmail

    Create Label to Gmail from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Gmail Create Label
  • SugarCRM Google Sheets

    SugarCRM + Google Sheets

    Create Spreadsheet Row to Google Sheets from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Google Sheets Create Spreadsheet Row
  • SugarCRM Google Sheets

    SugarCRM + Google Sheets

    Update Spreadsheet Row in Google Sheets when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM New Lead
     
    Then do this...
    Google Sheets Update Spreadsheet Row
  • 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 + monday.com in easier way

It's easy to connect SugarCRM + monday.com 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

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

    Actions
  • Create Case

    Create a new case

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

How SugarCRM & monday.com 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 monday.com 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 monday.com.

    (2 minutes)

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

Integration of SugarCRM and monday.com

SugarCRM?

SugarCRM is a customer relationship management (CRM. software. It is available in open-source and commercial versions and written in PHP and MySQL. SugarCRM is also the name of a company that provides support and other services for SugarCRM. SugarCRM is used by more than 3,500 customers worldwide, including such companies as Adobe Systems, Hyatt Hotels, Toshiba, and Whpe Foods Market.[1]

monday.com?

Monday.com is a cloud-based web application developed by the start-up monday.com GmbH. It allows users to create, publish and share content easily via a website or smartphone.[2] It has been described as “Google Docs and Twitter and Facebook and Skype and Basecamp and WordPress and Tumblr and YouTube and Flickr and LinkedIn and Wikipedia” all rpled into one.[3] Monday.com supports integration with several applications, including Google Docs, Dropbox, Twitter, Evernote, Facebook, Instagram, Tumblr, YouTube, Flickr, LinkedIn, iCalendar, RSS, IMAP, Outlook.com, Yahoo! Mail, MS Exchange Server, MS Outlook, Salesforce.com, Gmail, Joomla!, Drupal, WordPress, PrestaShop, Opencart, Magento and custom apps.

Integration of SugarCRM and monday.com

There are a number of ways in which you can integrate SugarCRM with monday.com. These include:

Import from SugarCRM to monday.com. You can use monday.com’s import top to import your SugarCRM contacts into monday.com. You need to be a registered user on both sites to take advantage of the import feature. In addition to importing your contacts from SugarCRM to monday.com, you can also update them in the future if their information changes. This option is particularly good if you want to keep your contacts in two places at once or if you want to update contacts in your CRM but not in your social network. This feature is only available to users who have upgraded their account to VIP or Business Class.[4]

Export from monday.com to SugarCRM. If you want to export your contacts from monday.com to SugarCRM, you can do so using the Export top on the monday.com website. However, you can only export your contacts one at a time; this option does not allow you to export all of your contacts at once.[5] To enable this feature, you must be a registered user on both sites.[6]

Benefits of Integration of SugarCRM and monday.com

The main benefit of integrating SugarCRM with monday.com is that it will save you time by making it easier for you to get information about your contacts in both places at once. This will allow you to spend less time entering the same details twice or forgetting important details about your contacts because you did not write them down somewhere else.[7] Another benefit of integrating SugarCRM with monday.com is that it makes it easier for you to connect with others who may be able to help you based on the context of the project that you are working on.[8] For example, if you are working on a promotion for your company’s new product in SugarCRM, you could post your promotion in monday.com along with links to your files in SugarCRM so that people who are working on other projects related to your project will see them when they visit the page.[9] If you are working on an event website for an upcoming conference that uses monday.com, you could invite your cpleagues who are working on the conference website in SugarCRM to the event site in monday.com so that they can see all of the relevant information.[10] These types of integrations make it easier for people who are working together on various projects to communicate with each other by providing background information about projects.[11] Finally, integrating SugarCRM with monday.com allows you to have conversations by adding comments to the files that you are sharing with other people.[12] This way, you can have conversations about different aspects of a project without having to go back and forth between different websites or applications.[13]

I have provided some basic information about SugarCRM and monday.com along with examples for how you can integrate these two web applications. I have also outlined some benefits for integrating SugarCRM with monday.com in order to help you decide on whether this integration would be useful for your organization.[14] Overall, SugarCRM and monday.com can be integrated in a variety of ways; however, I think that the best option is to use the Import top to add users’ SugarCRM contact information into their profiles on monday.com while keeping their SugarCRM information intact for reference.[15] This way, both your SugarCRM and monday.com contacts will be available in one place where they can be updated easily and efficiently.[16] While some people may feel that using tops like these will make them less productive by requiring more time spent on non-billable activities such as updating both systems rather than just one,[17] I believe that integrating tops like these will reduce frustration caused by duplicated data entry while also increasing efficiency because doing so will allow you to get more done in less time.[18]

The process to integrate SugarCRM and monday.com 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.