SugarCRM 6.2-5 Integrations

  • Create SugarCRM leads from new submissions to your Facebook Lead Ads

    A potential customer just contacted you via your Facebook lead ad. Great! How do you easily follow up with that person and keep the conversation going? Let Zapier automatically enter that lead into SugarCRM's online CRM software, so you can start marketing to your prospects right away.

    How this Facebook Lead Ads-SugarCRM integration works

    1. A new lead fills out your Facebook Lead Ad
    2. Zapier creates a new SugarCRM lead

    Apps involved

    • Facebook Lead Ads
    • SugarCRM
  • Save Unbounce Leads to SugarCRM

    Unbounce is a great A/B testing landing page software. When you collect leads with Unbounce you'll need to save those leads to a CRM for followup. The Unbounce SugarCRM integration makes it easy to automatically add Unbounce leads to SugarCRM.

    How It Works

    1. Someone fills out your Unbounce lead forms
    2. Zapier automatically adds that lead to SugarCRM

    What You Need

    • An Unbounce account
    • A SugarCRM account
  • Take SugarCRM Leads and Create a New Mailchimp Subscriber

    A great way to keep track of customers is with a CRM like SugarCRM. However sometimes it's easier to keep everyone up-to-date through an email marketing service like MailChimp. This SugarCRM MailChimp integration makes it easy to add SugarCRM leads to MailChimp.

    How it works

    1. Create a new lead in SugarCRM
    2. Zapier automatically adds that lead to a

    What you'll need

    • A Zapier account
    • A SugarCRM account
    • A Mailchimp account with a list created
  • Send Gravity Forms Leads to SugarCRM

    Gravity Forms is a great WordPress form plugin. It allows you to create a form on your WordPress site in a breeze. Then you can use this Gravity Forms SugarCRM integration to automatically send Gravity Forms leads into SugarCRM.

    How It Works

    1. Someone fills out your Gravity Forms form
    2. Zapier automatically adds that person as a lead in SugarCRM

    What You Need

    • The Gravity Forms plugin
    • The Zapier Gravity Forms addon
    • A SugarCRM account
  • Add New HubSpot Form Submissions as SugarCRM Leads

    Your HubSpot forms submissions are important—each one can be a potential sale. You want that information where you can act on it in your CRM. With this integration, Zapier can do that for you automatically by generating a brand new lead in SugarCRM for each new submission to your HubSpot form. Act faster.

    How It Works

    1. A new form is submitted to HubSpot.
    2. Zapier adds a new submission to SugarCRM.

    What You Need

    • A HubSpot account
    • A SugarCRM account
  • Create Google Calendar events from SugarCRM entries

    Do you want to be able to create Google Calendar events from SugarCRM? Now you can! This integration automatically adds new SugarCRM entries as Google Calendar events. Now its easier than ever to keep track of the things you've got to do.

    How It Works

    1. A new entry is made in SugarCRM.
    2. Zapier adds a new event in Google Calendar.

    What You Need

    • A SugarCRM account
    • A Google Calendar account
  • Move Gravity Form new submissions into SugarCRM leads

    Do you ever copy and paste your Gravity Form submissions into SugarCRM to create new leads? Using this Gravity Forms SugarCRM integration you'll be able to stop coping and pasting and instead automatically turn your submissions from Gravity Forms into SugarCRM leads while you sleep. Imagine all the time you will save!

    How It Works

    1. Zapier will capture all new submissions from Gravity Form
    2. The submission will be sent to SugarCRM creating a lead

    What You Need

    • Gravity Forms account
    • SugarCRM account
  • Automatically Create SugarCRM Leads from Wufoo Form Submissions

    Wufoo is one of the best web form software builders around. It makes it really easy to spin up a simple lead form for your website. Once you collect leads you often want to save those leads to your CRM though. This Wufoo SugarCRM integration will help.

    How It Works

    1. Someone fills out your form on Wufoo.
    2. Zapier creates brand new lead in SugarCRM with information from form.

    What You Need

    • A Wufoo account
    • A SugarCRM account
  • Add New Email Parser Emails as SugarCRM Leads

    Do you wish you could automatically extract leads from your email inbox? Now you can with this integration! Capture leads in SugarCRM from new emails sent to Zapier's email parser. That's an easy way to connect forms and more that email you info.

    How It Works

    1. A new email is received in your Email Parser mailbox.
    2. Zapier adds a new lead to SugarCRM.

    What You Need

    • An Email Parser account
    • A SugarCRM account
  • Add new SugarCRM leads for new SumoMe subscribers

    Spending too much time keeping your contact information organized between SumoMe and SugarCRM? Bring this SumoMe SugarCRM integration online and we'll manage all of that for you, adding new leads on SugarCRM for each new SumoMe subscriber detected after that.

    How It Works

    1. A new SumoMe subscriber is created
    2. Zapier automatically adds a SugarCRM lead

    What You Need

    • SumoMe account
    • SugarCRM account
  • Create SugarCRM contacts from JotForm form submissions

    Have you ever wanted an easier way to stay in touch with your customers who fill out your surveys? This integration automatically adds new JotForm submissions as SugarCRM contacts. You'll never have to worry that you're not making the most out of your contact connections.

    How It Works

    1. A new submission is made in JotForm.
    2. SugarCRM automatically adds a contact.

    What You Need

    • A JotForm account
    • A SugarCRM account
  • Subscribe new SugarCRM contacts to SendinBlue

    You don't need to enter the same contact information in two different apps; Zapier can handle that. This integration, once active, will fire off whenever a new contact is created on SugarCRM. In response, Zapier will create a new subscriber on SendinBlue for you, keeping your lists updated automatically.

    How this SugarCRM-SendinBlue integration works

    1. A new SugarCRM contact is created
    2. Zapier creates a subscriber on SendinBlue

    Apps involved

    • SugarCRM
    • SendinBlue
  • Add new Formstack Entries as SugarCRM Leads

    Do you want to be able to keep in contact with the people who fill out your forms? This integration automatically adds Formstack entries as SugarCRM leads. Now you can stay in touch with your submitters!

    How It Works

    1. A new entry is made in Formstack.
    2. Zapier adds a lead in SugarCRM.

    What You Need

    • A Formstack account
    • A SugarCRM account
  • Add SugarCRM leads for new CallRail calls

    Feel like your CallRail information is taking too long to reach the other parts of your system? Setting up this CallRail SugarCRM integration should make sure SugarCRM is always updated. It will trigger with every call you receive on CallRail after that, automatically adding a lead to SugarCRM with all the information you need.

    How It Works

    1. A new CallRail call is received
    2. Zapier automatically adds a lead to SugarCRM

    What You Need

    • CallRail account
    • SugarCRM account
  • Add New FullContact Business Cards as SugarCRM Leads

    Every business card is an opportunity. Never miss out on a lead again with this integration. Automatically add newly scanned business cards from FullContact as leads in SugarCRM.

    How It Works

    1. A new business card is added to FullContact.
    2. Zapier adds a new lead to SugarCRM.

    What You Need

    • A FullContact account
    • A SugarCRM account
  • Populate proposals from new opportunities in SugarCRM with WebMerge

    Need to populate proposals and other documents from SugarCRM? Setup this SugarCRM-WebMerge integration and each time you add a new opportunity to SugarCRM, Zapier will send the data to your WebMerge template.

    Note: you will need a WebMerge account with a Document Template to use this Zap.

    How this SugarCRM-WebMerge integration works

    1. A new opportunity is created in SugarCRM
    2. Zapier automatically sends data to WebMerge

    Apps involved

    • SugarCRM
    • WebMerge
  • Add new FullContact business cards to Sugar CRM as leads

    Keep your CRM workflow speedy and productive by using this FullContact-Sugar CRM integration. Once activated, this Zap will automatically create a new lead in Sugar CRM for every new business card you add to FullContact.

    How It Works

    1. A business card is scanned and the contact is added to FullContact
    2. Zapier automation creates a new lead in Sugar CRM

    What You Need

    • FullContact account
    • Sugar CRM account
  • Save JotForm Leads to SugarCRM

    JotForm is a great website form builder that allows you to add a lead form to your website in less than 5 minutes. Once that lead form collects a lead you can use this JotForm SugarCRM integration to get those leads into a dedicated CRM like SugarCRM.

    How It Works

    1. Someone fills out their JotForm form
    2. Zapier automatically adds those leads to SugarCRM

    What You Need

    • A JotForm account
    • A SugarCRM account
  • Create new Campaign Monitor subscribers for new contacts on SugarCRM

    Want to make sure your marketing efforts reach all your customers? Use this automation to plug Campaign Monitor right into your CRM and keep things organized from then on. It will trigger for new contacts you add on SugarCRM once active, adding a new Campaign Monitor subscriber automatically for each one from then on.

    How It Works

    1. A new contact is created on SugarCRM
    2. Zapier automatically adds a subscriber to Campaign Monitor

    What You Need

    • SugarCRM account
    • Campaign Monitor account
  • Add new SugarCRM contacts to a Vision6 list

    If your CRM is for customers, clients and leads, you'll want to keep them engaged with a company newsletter. Use this Zap, to automatically build your newsletter audience by adding new SugarCRM contacts to a Vision6 list.

    How It Works

    1. Zapier watches for new contacts to be added to SugarCRM
    2. When a new contact is added, Zapier sends their email, phone number and whatever other details you've designated to the Vision6 list of your choice

    What You Need

    • SugarCRM account
    • Vision6 account
  • Send a Welcome Email to New SugarCRM Leads via Mandrill

    When you collect a new lead often times you want to send a quick welcome or follow up email. The SugarCRM Mandrill integration makes it easy to send a new email via Mandrill when a new lead enters SugarCRM.

    How It Works

    1. A lead is added to SugarCRM
    2. Zapier automatically sends that lead an email via Mandrill

    What You Need

    • A SugarCRM account
    • A Mandrill account
  • Create SugarCRM contacts from new or updated Spotio pins

    Streamline your sales process by connecting Spotio to SugarCRM, automatically creating or updating contacts for each new or updated pin.

    Note: SugarCRM requires an individual's last name when importing contacts from another app.

    How It Works

    1. A Spotio pin is created or updated
    2. Zapier uses the pin's details to add a SugarCRM contact

    What You Need

    • Spotio account
    • SugarCRM account
  • Create Emma subscribers from SugarCRM contacts

    Connecting your email marketing platform to your CRM can save a lot of time when it comes to duplicating work. Instead of manually creating subscribers in your email marketing platform from your CRM, let Zapier do the hard work for you.

    How It Works

    1. You have a new contact in SugarCRM
    2. Zapier automatically creates a new subscriber in Emma

    What You Need

    • SugarCRM account
    • Emma account
  • Add new FullContact business cards to Sugar CRM as contacts

    If you've been searching for a way to keep your contact lists unified, give this Zap a try. Once you set it up, this FullContact Sugar CRM integration will automatically create a new contact in Sugar CRM for every new business card added to FullContact, ensuring that your lists always match.

    How It Works

    1. A business card is scanned and the contact is added to FullContact
    2. Zapier automation creates a new contact in Sugar CRM

    What You Need

    • FullContact account
    • Sugar CRM account
  • Add new Megaventory clients as SugarCRM contacts

    Instead of having to manually transfer individual fields from each Megaventory client entry to a respective entry in SugarCRM, this integration handles the tiresome task of matching and copying information across platforms. You can then start new deals with these contacts or monitor your sales towards them in the one appropriate place you should - SugarCRM - as soon as they are imported from Megaventory.

    How It Works

    1. A client is added to Megaventory
    2. Zapier creates a contact with the same details to SugarCRM

    What You Need

    • Megaventory account
    • SugarCRM account

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SugarCRM 6.2-5 Integration Details
Premium

Launched on Zapier October 13, 2012

You need to be sure all data from your funnels end up in the right place. SugarCRM keeps that data beautifully organized and optimized, and Zapier will get the data where it needs to go. Use Zapier to link all your external apps and data collection tools to your SugarCRM account. Or reverse the flow and create calendar events and email lists from new entries in SugarCRM.

Here are some creative ways to use SugarCRM with Zapier:

  • Whether you're testing landing pages or leveraging your social, make sure you follow up on every lead. Save any new leads from Unbounce or Facebook Lead Ads directly to SugarCRM.
  • No matter what tool you use to ask questions, store the answers in the same place. Create new cases in SugarCRM from form submissions in GravityForms, HubSpot, Typeform, or whichever form app you use.
  • If a customer skips the funnel and just emails you directly, make sure their data ends up in the right place. Add leads to SugarCRM from incoming emails by using Email Parser by Zapier.

Zapier combines Triggers (like "New Case") and Actions (like "Create Case") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following SugarCRM 6.2-5 Triggers, Searches, and Actions are supported by Zapier:

New Case

Triggers when you add a new case.

New Contact

Triggers when you add a new contact.

New User

Triggers when you add a new user.

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 Field

Triggers when you add a new field to a module.

New Entry (Other Module)

Triggers when you add a new record or entry to a module. (Note - due to an intermittent SugarCRM sorting bug, this trigger may not work as expected.)

New Module

Triggers when you add a new module.

Create Case

Create a new case.

Create Task

Create a new task.

Create Lead

Create a new lead.

Create Contact

Create a new contact.

Create User

Create a new user.

Create Opportunity

Create a new opportunity.

Create Entry (Other Module)

Create a new record/entry for a module.

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