1. Home
  2. App Directory
  3. SugarCRM Integrations
  4. Integrating SugarCRM with SharePoint by AI Agents and Assistants

Integrating SugarCRM with SharePoint by AI Agents and Assistants

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

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
Heart
20 Million man hours saved

Award Winning App Integration Platform

Integrations for SugarCRM
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.

Integrations for SharePoint
SharePoint Alternatives

Looking for the SharePoint Alternatives? Here is the list of top SharePoint Alternatives

  • Confluence Integration Confluence
  • Interact Integration Interact
  • MangoApps Integration MangoApps
  • Yammer Integration Yammer
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.

  • Updated List Item

    Triggers whenever exiting item updated in the list.

  • Actions
  • Create Case

    Create a new case

  • Create Item List

    Create a new item created in the list

  • Update Item List

    Update a item in the list.

How SugarCRM & SharePoint Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Automate.

    (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.

Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 1:24 am
Book An Appointment