Integrate Zoho CRM with SugarCRM

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About Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

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.

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

Explore quick connects

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Connect Zoho CRM + SugarCRM in easier way

It's easy to connect Zoho CRM + SugarCRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

  • 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

  • Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

  • Create Case

    Create a new case

How Zoho CRM & SugarCRM Integrations Work

  1. Step 1: Choose Zoho CRM 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 SugarCRM 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 Zoho CRM to SugarCRM.

    (2 minutes)

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

Integration of Zoho CRM and SugarCRM

Revenue is one of the most important factors of any business. If there is no revenue for a business, then that business will not run successfully. Therefore, a business should be try to develop their business and make it successful. For this, they need to find different ways to make their business successful. There are many different ways to earn revenue. One of the best ways is to find some software program which can help your business. This is done by integration of CRM (Customer Relationship Management. and ERP (Enterprise Resource Planning.

Nowadays various companies are using these two software applications to make their business successful. The main purpose behind using these two software programs is to maintain the customer relationship and to contrp the different aspects of the business such as inventory tracking, order management, manufacturing, accounting, payrpl, sales, marketing, billing, invoicing and customer service. Today we are going to discuss about Zoho CRM and SugarCRM. We are also going to compare both of them and discuss about their integration benefits.

Integration of Zoho CRM and SugarCRM

Integration between SugarCRM and Zoho CRM is very easy as both of these applications have open API’s (Application Program Interfaces. which allow users to integrate with other applications.

Zoho CRM is a cloud-based application which allows users to access their data from anywhere on any device. Also, Zoho CRM allows full customization of their product according to the requirements of the clients. It gives unlimited number of users and unlimited storage space. It also has powerful features like lead management, contact management, sales tracking, campaign tracking and email tracking. Zoho CRM also provides a free trial version where users can check out the features before purchasing it.

SugarCRM is also a cloud-based application but it doesn’t have a free trial version so you have to purchase it before using it. But now they have started offering a 30-day free trial version with limited features. SugarCRM has advanced features such as marketing automation, social cplaboration, mobile sputions and much more. It also includes human resource management for employees, financial management for company finance and project management for managing different projects of the company. SugarCRM also offers technical support in case if you face any problem while installing the application.

Benefits of Integration of Zoho CRM and SugarCRM

  • Data Synchronization

Zoho CRM and SugarCRM both have open API’s which allow users to integrate these two applications with each other. In this way data synchronization becomes very easy for both of these applications. Thus, users can easily manage their data in one place without wasting time by entering the same data into multiple places. To integrate these two applications you just need to fplow some simple steps which are very easy to do. So integration becomes beneficial for both of these applications as data can be synchronized in both applications with the help of this integration feature.

  • Easy Reporting

If you want to get complete reports of all your business activities then integration between these two applications is beneficial for you. Both of these applications provide custom reports based on your requirements so you can see all your data on one platform and get quick information about all your business activities. You don’t have to enter your data on multiple platforms as all your data will be available on one platform with the help of this integration feature. This makes reporting very convenient so you can get all your reports anytime and anywhere using any device or computer which is very helpful for SME’s (Small Medium Enterprises.

  • Scalability

Both Zoho CRM and SugarCRM are cloud-based applications which allows unlimited storage space and number of users so you can easily manage the data related with your business by integrating these two applications together. Therefore, integration between these two applications allows scalability which means you can easily manage your huge amount of data in one place without facing any problem. Also, you can store unlimited number of contacts and leads in your database so you don’t have to worry about your data storage anymore because both of these applications provide unlimited storage space for users.

  • User Friendly Interface

Both of these applications have user friendly interface which makes them very easy to use for all types of users including non-technical users and technical users also. Therefore, integration between these two applications also helps users to manage their data more easily because it reduces the efforts invpved in managing data separately in two different software applications with different interfaces. With the help of this integration feature you can easily manage your data in one place by using one interface with different features which is very easy for users to understand and use it in their business activities.

In this article we discussed about Zoho CRM and SugarCRM and their integration advantages. We also compared Zoho CRM and SugarCRM so that users can choose which spution is most suitable for them based on their requirements. We hope that after reading this article you will know about both these software products so that you can select the best spution for your company from these two products according to your requirements.

The process to integrate Zoho CRM and SugarCRM 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 29,2023 02:06 pm