Integrate SugarCRM with Pipedrive

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

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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 Pipedrive

Pipedrive is the sales management platform that helps you win more business, manage big sales, and keep your pipeline growing. It's flexible enough to fit in any sales process

Want to explore SugarCRM + Pipedrive quick connects for faster integration? Here’s our list of the best SugarCRM + Pipedrive quick connects.

Explore quick connects

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Connect SugarCRM + Pipedrive in easier way

It's easy to connect SugarCRM + Pipedrive 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

  • Deal Matching Filter

    Triggers every time a deal matches a Pipedrive filter.

  • New Activity

    Triggers upon an addition of a new activity in Pipedrive.

  • New Deal

    Triggers every time a new deal is created.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is added.

  • Organization Matching Filter

    Triggers every time an organization matches a Pipedrive filter.

  • Person Matching Filter

    Triggers whenever a person matches a Pipedrive filter.

  • Updated Deal

    Triggers upon a updation in an existing deal.

  • Updated Organization

    Triggers when changes are made in an existing organization.

  • Updated Person

    Triggers when an existing contact is updated.

  • Actions
  • Create Case

    Create a new case

  • Create Activity

    Creates a new activity.

  • Create Deal

    Creates a new deal.

  • Create Note

    Creates a new note.

  • Create Organization

    Creates a new organization.

  • Create Person

    Creates a new person.

  • Update Deal

    Updates an existing deal.

  • Update Organization

    Updates an existing organization.

  • Update Person

    Updates an existing person.

How SugarCRM & Pipedrive 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 Pipedrive 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 Pipedrive.

    (2 minutes)

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

Integration of SugarCRM and Pipedrive

A Brief History of SugarCRM and Pipedrive

SugarCRM, an all-in-one platform for customer relationship management, was founded in 2005 to address the limitations of using a single software for sales, marketing, support, and service. A few years later, in 2009, Pipedrive was founded by two Estonian entrepreneurs to make sales processes easier. The main goal behind Pipedrive was to provide a simple, visual way to handle sales pipelines. Both companies are based in Estonia, but they operate globally. The integration of SugarCRM and Pipedrive will be beneficial for both companies because it will. streamline their service offerings; increase efficiency in sales, support, and marketing; and help improve customer satisfaction.

Integration of SugarCRM and Pipedrive

Integration of SugarCRM and Pipedrive is beneficial for both companies because it facilitates better customer support, improves sales processes, and automates workflow.

In order to support customers better, the integration of SugarCRM and Pipedrive makes it possible for providers to access certain information in one place. For example, a user can track their open tickets from the dashboard. It also allows users to mass-invoice customers from a CRM top.

The integration of SugarCRM and Pipedrive also enhances Salesforce’s CRM capabilities by allowing businesses to track the progress of leads through different stages. For example, staff members can create tasks that will be completed when specific activities are finished in Pipedrive. This will help streamline the sales process.

Additionally, integration of SugarCRM and Pipedrive makes it possible for businesses to create alerts on certain events taking place in Pipedrive – such as new leads – so they can respond quickly.

Benefits of Integration of SugarCRM and Pipedrive

SalesForce has over 150,000 companies using its CRM platform currently. Integration of SugarCRM and Pipedrive will benefit these users because they will be able to use the same data for different purposes. For example, a customer support team member can see a list of open tickets from a CRM top while they are completing other tasks. Also, a sales team member can see how far along a lead is in the pipeline while working with another client account. This integration will speed up tasks that required using multiple applications before. As integration between SugarCRM and Pipedrive becomes more prevalent, businesses will be able to save money by eliminating duplicate tops and processes.

The process to integrate SugarCRM and Pipedrive 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm