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Integrate SugarCRM with OnceHub

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

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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 OnceHub

OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.

OnceHub Integrations

Best ways to Integrate SugarCRM + OnceHub

  • SugarCRM Integration SugarCRM Integration

    OnceHub + SugarCRM

    Create Case from SugarCRM from Scheduled Booking to OnceHub Read More...
    Close
    When this happens...
    SugarCRM Integration Scheduled Booking
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration SugarCRM Integration

    OnceHub + SugarCRM

    Create Case from SugarCRM from Canceled Booking to OnceHub Read More...
    Close
    When this happens...
    SugarCRM Integration Canceled Booking
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration SugarCRM Integration

    OnceHub + SugarCRM

    Create Case from SugarCRM from Rescheduled Booking to OnceHub Read More...
    Close
    When this happens...
    SugarCRM Integration Rescheduled Booking
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration SugarCRM Integration

    OnceHub + SugarCRM

    Create Case from SugarCRM from No Show Booking to OnceHub Read More...
    Close
    When this happens...
    SugarCRM Integration No Show Booking
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration SugarCRM Integration

    OnceHub + SugarCRM

    Create Case from SugarCRM from Completed Booking to OnceHub Read More...
    Close
    When this happens...
    SugarCRM Integration Completed Booking
     
    Then do this...
    SugarCRM Integration Create Case
  • 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 + OnceHub in easier way

It's easy to connect SugarCRM + OnceHub 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

  • Booking Lifecycle Event

    Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.

  • Canceled Booking

    Triggers when a booking is canceled.

  • Completed Booking

    Triggers when a booking is completed.

  • No Show Booking

    Triggers when the status of a booking is changed to No-show.

  • Rescheduled Booking

    Triggers when a booking is rescheduled.

  • Scheduled Booking

    Triggers when a new booking is scheduled.

    Actions
  • Create Case

    Create a new case

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

How SugarCRM & OnceHub 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 OnceHub 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 OnceHub.

    (2 minutes)

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

Integration of SugarCRM and OnceHub

SugarCRM

Find out the meaning and origin of the term SugarCRM.

OnceHub

OnceHub is a cloud-based platform for project management, time tracking and invoicing. With a simple and intuitive interface, it enables users to manage all their projects, tasks and clients in one place. Also, OnceHub has an integration with SugarCRM which enables users to analyze, track and measure all their ongoing activities.

Integration of SugarCRM and OnceHub

Let’s say, you want to integrate SugarCRM and OnceHub. You will need to create a new application on OnceHub and then add the data source to SugarCRM. Next, you will need to add the existing SugarCRM data source to OnceHub.

After that, you need to map the fields from OnceHub to SugarCRM so that OnceHub can push all the information about your projects and clients into SugarCRM. There are two options for this process; by creating a custom module or by using the attributes from the standard modules.

Benefits of Integration of SugarCRM and OnceHub

With the integration of SugarCRM and OnceHub, you will be able to:

Track all your projects, tasks and clients in one place – OnceHub is a cloud-based software for project management, time tracking and invoices. It allows users to manage all their projects, tasks and clients in one place. Also, it has an integration with SugarCRM which enables users to analyze, track and measure all their ongoing activities.

– OnceHub is a cloud-based software for project management, time tracking and invoices. It allows users to manage all their projects, tasks and clients in one place. Also, it has an integration with SugarCRM which enables users to analyze, track and measure all their ongoing activities. Edit agenda items directly from SugarCRM module – Once you have created a meeting agenda in Oncehub, you can view the agenda items directly from the SugarCRM module. So, if you have any changes to make to the agenda items, you can do them directly from SugarCRM. That way, you don’t have to switch back and forth between the two platforms when making these changes.

– Once you have created a meeting agenda in Oncehub, you can view the agenda items directly from the SugarCRM module. So, if you have any changes to make to the agenda items, you can do them directly from SugarCRM. That way, you don’t have to switch back and forth between the two platforms when making these changes. Set up recurring meetings – If you want to set up recurring meetings (e.g., weekly team meetings), then you can do that with OnceHub. For example, if you want to set up an hour-long weekly team meeting every Monday at 10am, then you can do that with OnceHub. Then, after you set up the meeting agenda, every member of your team will be invited to that meeting automatically.

– If you want to set up recurring meetings (e.g., weekly team meetings), then you can do that with OnceHub. For example, if you want to set up an hour-long weekly team meeting every Monday at 10am, then you can do that with OnceHub. Then, after you set up the meeting agenda, every member of your team will be invited to that meeting automatically. View reports about your projects – In addition to being able to view reports about your time tracking and attendances for each project through its dashboard section, you can also view reports about your projects through its reporting section. This report option is available through its “Reports” section (which is found under the “Meeting” tab. There are 3 types of reports available under this section. “Daily Attendance Report” (showing daily attendance rates), “Time Tracking Report” (showing timesheet details. and “Project Summary Report” (showing overall project summary.

The process to integrate SugarCRM and OnceHub 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.