Integrate SugarCRM with SharePoint
Appy Pie Connect allows you to automate multiple workflows between SugarCRM and SharePoint
- No code
- No Credit Card
- Lightning Fast Setup
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 IntegrationsBest ways to Integrate SugarCRM + SharePoint
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When this happens...
New List
Then do this...
Create Case
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When this happens...
New Item Line
Then do this...
Create Case
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When this happens...
New Lead
Then do this...
Create Draft
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When this happens...
New Lead
Then do this...
Send Email
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When this happens...
New Lead
Then do this...
Create Label
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect SugarCRM + SharePoint without coding knowledge. Start creating your own business flow.
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New Case
Triggers when you add a new case
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New Contact
Triggers when you add a new contact
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New Lead
Triggers when you add a new lead
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New Opportunity
Triggers when you add a new opportunity
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New Task
Triggers when you add a new task
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New User
Triggers when you add a new user
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Create Case
Create a new case
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How SugarCRM & SharePoint Integrations Work
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Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharePoint as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from SugarCRM to SharePoint.
(2 minutes)
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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.
