Zoho Sheet + SugarCRM Integrations
Appy Pie Connect allows you to automate multiple workflows between Zoho Sheet and SugarCRM
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Zoho Sheet is a real-time spreadsheet app that lets you create, edit, share, and collaborate on spreadsheets in the cloud.
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.
SugarCRM IntegrationsLooking for the SugarCRM Alternatives? Here is the list of top SugarCRM Alternatives
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Zoho CRM
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Salesforce
Best ways to Integrate Zoho Sheet + SugarCRM
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When this happens...
New Workbook
Then do this...
Create Case
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When this happens...
New Worksheet
Then do this...
Create Case
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When this happens...
New Row
Then do this...
Create Case
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Zoho Sheet + SugarCRM
Create Case from SugarCRM from Updated Column to Zoho Sheet Read More...When this happens...
Updated Column
Then do this...
Create Case
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When this happens...
New Lead
Then do this...
Create Worksheet
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Zoho Sheet + SugarCRM without coding knowledge. Start creating your own business flow.
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New Row
Triggers when a new row is created in a specified worksheet.
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New Workbook
Triggers when a new workbook is created.
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New Worksheet
Triggers when a new worksheet is created in a specified workbook.
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Updated Column
Triggers when the value of a particular column is set on both new and updated rows. The corresponding row data is returned along with this trigger.
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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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Create Row
Creates a new row in the specified worksheet.
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Create Worksheet
Creates a new worksheet in the specified workbook.
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Delete Row
Deletes a particular row based on its index.
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Search Row
Searches for a row/record in the specified worksheet based on some criteria.
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Search and Delete Row
Searches and then deletes a row based on some criteria
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Search and Update Row
Searches and then updates a row based on some criteria.
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Update Row
Updates a particular row based on its index.
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Create Case
Create a new case
How Zoho Sheet & SugarCRM Integrations Work
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Step 1: Choose Zoho Sheet 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 SugarCRM 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 Zoho Sheet to SugarCRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Zoho Sheet and SugarCRM
Zoho Sheet
Zoho Sheet is a part of the Zoho Office Suite. It is a spreadsheet application available for use by individuals and businesses. It enables users to create, edit, format, publish, analyse, search, sort, filter, and share spreadsheets.
SugarCRM
SugarCRM is an integrated customer relationship management (CRM. top that is used to track leads, opportunities, accounts, contacts, email messages, tasks, activities, projects, reports, notes, newsfeeds, social network integrations, surveys, blogs, forums, wikis etc. This top helps users to connect with customers by using social media channels. There are over 40 million users worldwide. The SugarCRM application is written in PHP.
Integration of Zoho Sheet and SugarCRM
Zoho Sheet has connections with various applications offered by the Zoho Office Suite. It can synchronise with other applications without any difficulty. It can be synced with Google Sheets as well as Microsoft Excel. It also has an API which can be used by app developers to build apps for Zoho Sheet. According to the Zoho website , the integration options are as fplows:
- Spreadsheet to Spreadsheet integration – This option includes synchronising or sharing data from one spreadsheet to another on the same account on the same web browser. It can also be shared from one web browser to another web browser on a different account on the same or a different domain. This option requires no coding on your end. The steps required for this are mentioned below:
To synchronise or share data from one spreadsheet to another on the same account on the same web browser:
Step 1. Open both spreadsheets you want to connect in separate tabs on your web browser.
Step 2. In the ‘Sharing’ tab under ‘My Spreadsheets’ , click on ‘Share Link’ . A pop-up will appear with a link generated for the shared spreadsheet including the name of the spreadsheet and the date it was created. Copy this link into your clipboard or save it to a file for future use.
Step 3. In the ‘Sharing’ tab under ‘My Spreadsheets’ , click on ‘Share’ . A pop-up will appear with a link generated for the shared spreadsheet including the name of the spreadsheet and the date it was created. Copy this link into your clipboard or save it to a file for future use.
Step 4. In the ‘Sharing’ tab under ‘My Spreadsheets’ , click on ‘Send Link’ . A pop-up will appear with a link generated for the shared spreadsheet including the name of the spreadsheet and the date it was created. Copy this link into your clipboard or save it to a file for future use.
Step 5. In the ‘Sharing’ tab under ‘My Spreadsheets’ , click on ‘Copy Link Address’ . A pop-up will appear with a link generated for the shared spreadsheet including the name of the spreadsheet and the date it was created. Copy this link into your clipboard or save it to a file for future use.
The process to integrate Zoho Sheet 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.
