?>

SugarCRM + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and Customerly

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 Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations
Connect SugarCRM + Customerly in easier way

It's easy to connect SugarCRM + Customerly 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 Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Create Case

    Create a new case

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How SugarCRM & Customerly Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SugarCRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Customerly as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Customerly with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SugarCRM and Customerly

SugarCRM?

SugarCRM is a customer relationship management (CRM. software application that helps organizations to manage customer interactions, leads, and opportunities.

Customerly ?

Customerly is a SugarCRM add-on that integrates Customerly’s web-based self-service portal with the SugarCRM application. With Customerly, organizations can empower their customers by giving them access to product information, support, and purchase options.

  • Integration of SugarCRM and Customerly
  • SugarCRM and Customerly are integrated in two ways.

    SugarCRM users can integrate Customerly’s web-based self-service portal into the SugarCRM application, which lets customers complete customer service tasks without having to contact a company’s support team. The integration also adds the ability for customers to engage with the company through social media channels such as Facebook, Twitter, YouTube, and LinkedIn. Customers can use the Customerly web-based self-service portal to view the status of their account, log in to their accounts, and search for help content.

    The integration also includes the ability for SugarCRM users to route incoming requests from social media sites directly into the SugarCRM application. This capability allows companies to respond to customer questions on sites such as Facebook and Twitter in real time, while gaining insights about customer issues and concerns. Customers can complete social media tasks by clicking on links in posts to view relevant content from the Customerly web-based self-service portal. The integration also gives SugarCRM users the capability to update SugarCRM records directly from Facebook and Twitter. For example, if a customer posts a question on Twitter about a product or service issue, a company representative can update the related SugarCRM record right from within the Twitter application.

  • Benefits of Integration of SugarCRM and Customerly
  • The process to integrate SugarCRM and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.