Connect HubSpot and SugarCRM to unlock the power of automation
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Set up your first integration
Quickly connect HubSpot to SugarCRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with SugarCRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Record" in SugarCRM.
You’re connected!
Zapier seamlessly connects HubSpot and SugarCRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Connect HubSpot and SugarCRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate HubSpot on the Zapier blog
Learn how to automate SugarCRM on the Zapier blog
Frequently Asked Questions about HubSpot + SugarCRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and SugarCRM
What steps are involved in integrating HubSpot with SugarCRM?
Integrating HubSpot with SugarCRM involves setting up workflows that typically include choosing specific triggers from HubSpot like 'New Contact' or 'Contact Property Change', which then perform actions in SugarCRM such as 'Create/Update Lead'. Our integration requires both platforms to be properly authenticated. Once set, data synchronization happens based on the triggers and actions you've selected.
Can I customize the triggers and actions during the integration?
Yes, our integration process allows you to customize triggers and actions according to your business needs. For instance, you can set a trigger when a deal stage changes in HubSpot and corresponding actions can be executed in SugarCRM like updating a contact or task. This flexibility helps streamline workflow automation between the two platforms.
What data can be synced between HubSpot and SugarCRM?
Using our integration solution, you can synchronize various data types, including contacts, leads, companies, deals, tasks, and notes. The actual data that gets synced depends on the triggers from HubSpot that you configure—such as new or updated records—and these records will execute actions to update or create corresponding entries in SugarCRM.
Is there a limit to how many triggers I can set up?
While there isn’t a strict limit on the number of triggers you can set up between HubSpot and SugarCRM during integration, practical constraints depend on your subscription plan with us. The efficiency of syncing operations may also affect how many simultaneous triggers and workflows you would want active.
How secure is the data transfer between these two platforms?
We prioritize security by utilizing OAuth authentication for connecting both HubSpot and SugarCRM accounts. Furthermore, all transferred data is encrypted both at rest and during transmission, ensuring that your sensitive information remains secure while syncing based on configured triggers and actions.
Can I automate email notifications through this integration?
Yes, by setting specific triggers such as 'New Lead Added' in HubSpot that prompt an action in SugarCRM like creating an email notification event task. This setup helps automate customer follow-up processes through personalized email alerts directly to your team members whenever key activities occur.
What happens if there's an error during synchronization?
In case of any errors during synchronization between HubSpot and SugarCRM triggered by specific events—for example due to validation conflicts—our system is designed to alert users with detailed messages outlining what went wrong. You will have access to these logs and advice for corrective measures within our dashboard.
