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Integrate SugarCRM with Monkey Learn

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

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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 Monkey Learn

MonkeyLearn is a text analysis platform that helps you identify and extract actionable data from a variety of raw texts, including emails, chats, webpages, papers, tweets, and more! You can use custom tags to categorize texts, such as sentiments or topics, and extract specific data, such as organizations or keywords.

Monkey Learn Integrations

Best ways to Integrate SugarCRM + Monkey Learn

  • SugarCRM Integration Monkey Learn Integration

    SugarCRM + Monkey Learn

    Classify Text in monkeylearn when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Monkey Learn Integration Classify Text
  • SugarCRM Integration Monkey Learn Integration

    SugarCRM + Monkey Learn

    Extract Text in monkeylearn when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Monkey Learn Integration Extract Text
  • SugarCRM Integration Monkey Learn Integration

    SugarCRM + Monkey Learn

    Upload training Data in monkeylearn when New Lead is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Monkey Learn Integration Upload training Data
  • SugarCRM Integration Monkey Learn Integration

    SugarCRM + Monkey Learn

    Classify Text in monkeylearn when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Monkey Learn Integration Classify Text
  • SugarCRM Integration Monkey Learn Integration

    SugarCRM + Monkey Learn

    Extract Text in monkeylearn when New Contact is created in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Contact
     
    Then do this...
    Monkey Learn Integration Extract Text
  • 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 + Monkey Learn in easier way

It's easy to connect SugarCRM + Monkey Learn 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

    Actions
  • Create Case

    Create a new case

  • Classify Text

    Classifies texts with a given classifier.

  • Extract Text

    Extracts information from texts with a given extractor.

  • Upload training Data

    Uploads data to a classifier.

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

How SugarCRM & Monkey Learn 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 Monkey Learn 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 Monkey Learn.

    (2 minutes)

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

Integration of SugarCRM and Monkey Learn

In recent years, customer relationship management (CRM. software has been rapidly growing throughout the world. CRM is a well-known concept to improve business productivity. It can be used to streamline your day-to-day business processes. There are many CRM software available in the market. The choice of CRM software depends on the company’s requirements and the user’s comfort. Many CRM software, such as SugarCRM, Salesforce, and Microsoft Dynamics CRM, have a free trial period. The SugarCRM trial version can be used for 30 days. One of the main features of SugarCRM is its integration with various applications. SugarCRM provides an easy way to integrate it with other applications. In this article, we will discuss about integrating SugarCRM with Monkey Learn.

Integration of SugarCRM and Monkey Learn is beneficial for both companies. SugarCRM can be integrated with Monkey Learn to provide customers with personalized content and experience based on their preferences and interests. The customers will be happy to receive relevant products and services and they will not feel that they are receiving irrelevant content and messages from companies.

Integration of SugarCRM and Monkey Learn requires the fplowing components:

  • A SugarCRM Account
  • A MonkeyLearn Account
  • A Google Sheet with the “Customer Name” cpumn filled out
  • A Google Spreadsheet with your email list
  • An email template that you want to send out to your customers

Once you have these 5 components ready, you can start implementing the integration process:

  • First, you need to sign up for a free trial account on MonkeyLearn and then connect your Google Sheet and your email list to your MonkeyLearn account by going to your dashboard and clicking on “Services” located under the “Analyze” tab. Then click on the “Add Google Document” link and make sure it is connected to your Google Spreadsheet with your email list. After that, click on the “Add Spreadsheet” link and select your email list spreadsheet. Click on “Done”. Now you need to go back to the “Analyze” tab and click on “Classify” under the “Classifiers” subtab. Click on the “Classifier service” dropdown menu and select “Google Classify”. Click on the “Create new classifier” button at the top right corner of your screen. You will see a pop-up that allows you to choose all of the cpumns that are present in your spreadsheet that you added earlier. Click on all of them except for the first cpumn (the one with the headers. Click on “Next”. On the next screen, choose whether you want to classify emails by sender or recipients. Click “Next” again. On the next screen, enter a name for your classifier service. You can also choose whether you want to save it for later use or use it now. Click “Next” again. On this screen, you need to choose what cpumns are classified as what labels. We are going to classify our cpumns as fplows. id = label1 name = label2 email = label3 status = label4 You can also change the cpumn order if you want to do so. Click “Classify Now” at the bottom right corner of this screen. Once you have clicked on “Classify Now”, you will see a pop-up box which will show you how many emails were classified as what labels. Click on “Close” once you are finished looking at this information. Once you close this pop-up box, you will be taken back to your dashboard where you can look at how many emails were classified based on their labels. If you click on any of these labels, you will be taken to another page where you can see what all emails were classified as what label(s. You can also find out specific label(s. if you click on the “View label details” button at the top of this page. You can now go back to your SugarCRM account and create a new field with the label names that you chose in Step No. 2 above (you can use this same process if you want to create multiple fields with different sets of labels. For example, let’s say I created 3 new fields called label1, label2, and label3 with my SugarCRM account using MonkeyLearn labels from Step No. 2 above. Using these three new fields, I can create a new message that will send out a message based on what label(s. a customer has been classified as after they have used my SugarCRM service for a certain amount of time (for example, I can send out a product offer only after a customer has been using my service for 7 days. This integration process makes it easier for me to categorize my customers based on their preferences and interests without spending a lot of time doing it manually using my SugarCRM top. Hence, my customers can receive relevant products and services from me which will ultimately help me in retaining my existing customers along with attracting new customers into my business/organization/brand/etc..

The process to integrate SugarCRM and Monkey Learn 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.