6 Benefits of SugarCRM’s integration with Zapier

By Robert Ulrich

Sugar CRM and Zapier’s integration is much sought after. It is a lucrative choice because Zapier opens up a world of possibilities for Sugar users. You can access more than 2000 applications and software through Zapier. This is incredible in itself because you can maximize your company’s potential in a variety of ways. You will be able to boost your marketing potential, organize your data better, and most of all amplify yield on leads. 


The best part is that this integration is fairly basic and requires little or no prior knowledge of coding. Let’s take a quick look at what the integration offers. 

1- Generate and sustain more leads by utilizing social media platforms 

Generating new organic leads and ensuring that they materialize into actual deals is an uphill task. You can, however, ease the whole process through Zapier and SugarCRM integration.  For example, you can easily synchronize your lead ads on Facebook with your CRM. 


The process is easy and can be quickly automated. Once the configuration is completed the responses on Facebook ads are links to your CRM data. You only have to follow-up on the leads to ensure maximum uptake. This makes life easy for your sales and marketing team and ensures that both are always on the same page. Subsequently, your yield rate is bound to increase tremendously. 

2- Maximize your uptake through different forms 

Another benefit of integrating Zapier is the ability to generate and link forms across different platforms. Your company can now easily carry the leads generated through forms on Wufoo and Gravity to Sugar. This substantially increases your outreach capacity and response rate. 

Similarly, you can now create and link Hubspot forms to your SugarCRM through Zapier. This way you can utilize the best form features offered by different platforms while at the same time draw in traffic from a range of channels. This is bound to significantly increase your company’s sales. 

3- Accelerate your online Marketing through subscription lists across multiple platforms

 Zapier also opens up new doors for your company’s marketing. The coming together of Sugar and Zapier is going to equip you with efficient tools for marketing. You can easily share new leads with subscribers of applications like Sumo. 

At the same time, you can use email marketing giants like Mailchimp and SenInBlue to bolster your email marketing strategy. You can create new subscriber lists through MailChimp and tap into your desired audiences. Alternatively, you can create lists on the basis of leads you receive and keep in touch with potential customers. 

4-  Update & Integrate different proposals and project documents 

You can now integrate different documents and pages using platforms like Webmerge. This increases the ease of managing your data and reduces the hassle of performing these tasks manually. 

You can also update existing proposals using the same application. The enhanced functionality is going to come in handy and save a lot of precious time. 

5-  Streamline and analyze calls 

Managing client calls as well as query related calls is a tough job. However, through SugarCRM and Zapier integration you can now access applications that will not only allow you to streamline your call schedules but also give you the added opportunity of analyzing those calls. 

You can add your leads to Call Rails to easily track your company’s calls with clients. Additionally, you can use applications like Twilio Calls to run analysis on your calls 

6-  Manage business cards and client contact information 

It is important to have an updated client and potential client list in your database. Having all the contact information in the same place can really enhance your company’s ability to manage its marketing strategies. 

This aspect of your business can be managed exceptionally well if you use SugarCRM and Zapier integration to access applications like Contacts. Such applications ensure that your contacts and business cards are well-organized and available across different interfaces and departments.

Our Two Bits! 

The integration of SugarCRM with Zapier is what you need to take your business to a new level. You will have access to more than two thousand applications. It is then easy to choose the ones which best suit your business needs. The availability of multiple options is not the only great thing about this deal. 

You can execute the integration without any expertise in coding. This makes integration extremely easy and desirable for most firms. The benefits that follow the integration are also many. You can automate most of your business processes, gain and retain maximum leads, and push effective marketing policies. The enhanced capabilities is what everyone digs. To know more about the SugarCRM integrations, you can always reach out to RT Labs. In addition to SugarCRM’s integration with Zapier, we can help you with Sugar customizations. We have answers to all of your questions and can assist you in any way possible. 

RT Labs, being an Official SugarCRM Partner firm, is an expert provider of services including SugarCRM Customisation, Integration, Migration, and Support. Contact Us, now. We will be glad to assist you

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