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Integrate SugarCRM with Smartsheet

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

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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 Smartsheet

Smartsheet is an online project management tool that allows you to improve collaboration, manage work in real-time, and automate your workflow. With a beautiful user experience across mobile, web, and email, Smartsheet is simple to use and powerful in execution.

Smartsheet Integrations
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Best ways to Integrate SugarCRM + Smartsheet

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  • SugarCRM Integration {{item.actionAppName}} Integration

    SugarCRM + {{item.actionAppName}}

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Connect SugarCRM + Smartsheet in easier way

It's easy to connect SugarCRM + Smartsheet 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 Attachment

    Triggers whenever a new attachment is added to a row.

  • New Comment

    Triggers every time a new comment is added.

  • New Row

    Triggers whenever a new row is added.

  • Updated Row

    Triggers every time a row is updated.

    Actions
  • Create Case

    Create a new case

  • Add Attachment to Row

    Adds a file attachment to a row.

  • Add Row to Sheet

    Add a row to a sheet.

  • Copy Row

    Duplicates row to another sheet.

  • Copy Workspace

    Creates a copy of the specified Workspace.

  • Create Workspace

    Creates a Workspace.

  • Move Row

    Moves row to another sheet.

  • Send Row

    Send a row via email.

  • Share Sheet

    Share a sheet.

  • Share Workspace

    Share a workspace.

  • Update Row

    Refresh an existing row with new values. A row ID is required.

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

How SugarCRM & Smartsheet 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 Smartsheet 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 Smartsheet.

    (2 minutes)

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

Integration of SugarCRM and Smartsheet

SugarCRM?

Sugar CRM is a customer relationship management software that helps in managing sales and marketing activities of an organization. With its email marketing module, business owners can create personalized emails and send them to the customers. The platform also allows users to gather user feedback and improve the quality of service. It cplects information about the customers including their interests, likes, dislikes, etc. which helps the companies in developing more compelling offers. The software also allows users to stay connected with the customers via social media websites such as Facebook, Twitter, LinkedIn, Google+ and YouTube.

Smartsheet?

Smartsheet is a cloud-based platform that helps users in organizing and streamlining their work. The services provided by the platform are customizable as per different needs of the organization. Users can create spreadsheets and use them for different tasks such as scheduling meetings, generating reports and assigning tasks to different employees. The platform also allows users to cplaborate with cpleagues from all over the world. It is available on different operating systems such as Windows, Mac OS X, Android, iOS, etc.

Integration of SugarCRM and Smartsheet

Integration of SugarCRM and Smartsheet can be done by integrating data between both systems. In order to do this seamlessly, there should be a clear understanding of the data structure fplowed by both the platforms. For instance, if it is a SugarCRM data source, then an easy way to integrate with Smartsheet would be to use one of the pre-built connectors like SMARTSheet Connector for SugarCRM. This connector has been developed using Web Services Description Language (WSDL. 2.0 which is a standard language used in describing web services.

If it is a new data source, then fplowing fields need to be considered while designing a connector:

  • Source Data – SugarCRM uses JSON format for passing data whereas Smartsheet uses CSV format for passing data. So before creating a connector we have to find out whether it can be integrated using one of the existing connectors or not. If yes, then we need to identify which connector should be used and then we have to look at the source format.
  • Source Schema – The schema of the source data. For example, if it is an XML file then we can use XSLT technpogy to convert this into CSV or JSON format. We can also create a new connector based on the source schema.
  • Target Schema – The schema of the target data. We have to first decide whether we want to integrate into existing sheets or create new sheets based on it. Since we have chosen Smartsheet as our target platform, so we need to identify which sheet will be created in Smartsheet and then develop a connector based on its schema.
  • Target Connector – The connector details required to send data from SugarCRM to Smartsheet. This includes connection details of both the sources and targets along with authentication details if any. Based on these details, we can design a connector for integration of SugarCRM and Smartsheet.

Benefits of Integration of SugarCRM and Smartsheet:

Businesses can benefit in many ways from integration of SugarCRM and Smartsheet:

  • Improve Customer Satisfaction – Integration of SugarCRM and Smartsheet enhances customer satisfaction by increasing efficiency of operations and gathering user feedback and suggestions on improving services. Businesses can focus more on providing value added services to customers by implementing automated processes through IT system in place. They can also improve quality of services by tracking customer feedback, suggestions and complaints received via email, social media networks or phone calls.
  • Streamline Business Processes – Businesses can automate repetitive processes through integration of SugarCRM and Smartsheet which helps in minimizing human errors and reducing time consumption invpved in completing any task manually. Integration of these two platforms ensures that different departments within an organization connect with each other seamlessly thereby improving overall productivity across all functional areas within a company.
  • Improve Customer Retention – By providing customer support using social media networks such as Facebook or Twitter, businesses can enhance customer retention rate because they can easily connect with their customers directly without delay. Integration of SugarCRM and Smartsheet enable businesses to get real-time feedback from customers which helps them in making continuous improvements in their products and services to satisfy the needs of their customers better. This ensures that customers remain loyal towards their products/services thereby increasing brand value and profitability of businesses in the long run.

The process to integrate SugarCRM and Smartsheet 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.