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Integrate SugarCRM with SharePoint

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

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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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate SugarCRM + SharePoint

  • SugarCRM Integration SugarCRM Integration

    SharePoint + SugarCRM

    Create Case to SugarCRM from New List in SharePoint Read More...
    Close
    When this happens...
    SugarCRM Integration New List
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration SugarCRM Integration

    SharePoint + SugarCRM

    Create Case to SugarCRM from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SugarCRM Integration New Item Line
     
    Then do this...
    SugarCRM Integration Create Case
  • SugarCRM Integration Gmail Integration

    SugarCRM + Gmail

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

    SugarCRM + Gmail

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

    SugarCRM + Gmail

    Create Label to Gmail from New Lead in SugarCRM Read More...
    Close
    When this happens...
    SugarCRM Integration New Lead
     
    Then do this...
    Gmail Integration Create Label
  • 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 + SharePoint in easier way

It's easy to connect SugarCRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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 & SharePoint 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 SharePoint 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 SharePoint.

    (2 minutes)

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

Integration of SugarCRM and SharePoint

SugarCRM

SugarCRM is an Open Source CRM software used to manage business contacts and customer relationships. It is applicable to small and medium-sized businesses. It is a free software, developed under the MIT License, and is available on SugarCRM.com. SugarCRM is being used by many companies around the world.

SharePoint

SharePoint is a group of server software for cplaboration, document management, and other activities. It is developed by Microsoft. The first version of SharePoint was released in 2001 and it is still being updated. Microsoft uses SharePoint as its Official Enterprise Content Management spution.

Integration of SugarCRM and SharePoint

SugarCRM can be integrated with SharePoint through the integration built into the SugarCRM platform. This integration enables data sharing between the two platforms and helps distribute emails, updates, tasks, events, and calendar entries to both. The two platforms also work together to help users send emails from within one platform to people using the other.

Benefits of Integration of SugarCRM and SharePoint

The integration allows users to send emails from a task list in SharePoint to people using SugarCRM, or vice versa. It also allows users to include task information in their email update templates in SugarCRM. For example, a sales representative can get an email from his manager about new leads and can add the email message to his task list in SharePoint. He can then create an update template in SugarCRM that can include information about the new leads he received from his manager as well as instructions on how to fplow up on them.

The process to integrate SugarCRM and SharePoint 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.