4.9

Sugar Crm integrations and automations

Why you should automate with Sugar Crm

Align on customer data
  • Align on customer data
  • Automate order to cash
  • Secure sensitive data
  • smooth customer support

  • Why these integrations and automations matter:

    Marketing and sales both work with customer data, but the two teams rarely get the chance to share data and insights. Align your marketing and sales teams on your customers by syncing SugarCRM with the other marketing and sales applications your business uses every day.

  • Sync customer records

    Integrate SugarCRM with MAPs like Marketo and Hubspot to import all new marketing contacts into your sales software (no more messy handoffs between marketing and sales!). Sync any data field you want, including custom fields, so a change in one application automatically triggers an update in the other application.

  • Enrich B2B leads

    Integrate SugarCRM with a data enrichment tool like Clearbit or ZoomInfo to fill in any blank fields in your lead and customer data. This integration makes sure you always have as much information as possible about your B2B leads.

  • Route leads in chat

    Employees often spend most of their time in chat apps like Slack or Microsoft Teams. Boost your lead response time by immediately routing leads from SugarCRM to these applications. Workbot, our enterprise bot for Slack or Teams, can even prompt you to qualify or disqualify the lead by pressing a button in your chat app.

Do everything in one place

Customize your Sugar Crm integration with the following triggers and actions.

Triggers

When this happens…

Sugar Crm
  • New record
    New record in SugarCRM
  • New/updated record
    New/updated record in SugarCRM

    • Any other trigger you can think up

Actions

Do this…

Sugar Crm
  • Create record
    Create record in SugarCRM
  • Custom action
    Custom action in SugarCRM
  • Delete record
    Delete record in SugarCRM
  • Get record details by ID
    Get details of specific record in SugarCRM
  • Get records by email address
    Get records by email address in SugarCRM
  • Search records
    Search records in SugarCRM
  • Update record
    Update record in SugarCRM

    • Any other action you can think up

Let us tailor your Sugar Crm integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Connect Sugar Crm with over 1000+ apps

Related Solutions & Content

About Sugar Crm Integrations

If your business wants to cultivate good customer relationships, you need to provide outstanding sales, marketing, and service experiences. SugarCRM is a CRM that helps your business create “customers for life” by anticipating their needs at each step of the customer journey.

How you can integrate Sugar Crm

  • Turn new leads into business opportunities (and route them immediately).
  • Access customer insights that can guide your marketing efforts.
  • Measure customer satisfaction by collecting feedback.
  • Integrations

    Salesforce Integrations

    Salesforce Integrations
  • Integrations

    Pipedrive Integrations

    Pipedrive Integrations
  • Solution

    Sales Automations.

    Sales Automations.
  • Integrations

    Github & SugarCRM Integrations

    Github & SugarCRM Integrations
  • Integrations

    SugarCRM & Zuora Integrations

    SugarCRM & Zuora Integrations

Let’s start automating

Schedule a Demo