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SugarCRM + Office 365 Integrations

Appy Pie Connect allows you to automate multiple workflows between SugarCRM and Office 365

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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
Office 365 Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best SugarCRM and Office 365 Integrations

  • SugarCRM Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    SugarCRM New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • SugarCRM Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    SugarCRM New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • SugarCRM Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    SugarCRM New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • SugarCRM Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    SugarCRM New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • SugarCRM Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    SugarCRM New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • SugarCRM Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    SugarCRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect SugarCRM + Office 365 in easier way

It's easy to connect SugarCRM + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    Actions
  • Create Case

    Create a new case

  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How SugarCRM & Office 365 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 Office 365 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Office 365 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 Office 365

  • SugarCRM is a leading open source customer relationship management (CRM. software spution. SugarCRM offers a comprehensive CRM platform, integrated with best-of-breed partners that allow customers to avoid vendor lock in and to choose the business technpogy tops that are right for their business. SugarCRM is a supported, enterprise-ready, web-based application that provides a complete set of tops for managing your business processes (https://www.sugarcrm.com.
  • Office 365 is a cloud-based productivity suite from Microsoft offering online versions of Word, Excel, PowerPoint, OneNote, Outlook, Access, Publisher, Skype for Business, and OneDrive. It is aimed at non-domain-joined PCs and Macs, or domain-joined PCs and Macs without any local IT support staff available. Office 365 differs from the Office suite by providing only the client applications and related services – users do not have access to the server version of Office programs. It also incorporates some features from SharePoint Online (https://products.office.com/en-us/business/office-365-suite.
  • Integration of SugarCRM and Office 365

    SugarCRM and Microsoft Office 365 are two separate products developed by different companies. They share some common functionalities such as email, calendar, documents, contacts, etc. However, they can be integrated with each other by installing a plug-in. According to a case study done by PC Tech Magazine (http://www.pctechmag.com/reviews/crm/sugarcrm-office365-integration), "The result was a more efficient way to manage all customer interactions in one place." This integration makes it possible for the sales team to manage both their sales leads and existing customers in one system. A sales person can enter a new lead into SugarCRM and then assign it to a sales rep who will then be able to view the status in his or her calendar. The user can then send an email directly from SugarCRM and track the response through the CRM system; or if the email is sent from within Outlook, SugarCRM will track it using the same tracking mechanism that it uses for all other email activity within the CRM system. These are just some of the features that make the integration of SugarCRM and Office 365 so valuable.

    Benefits of Integration of SugarCRM and Office 365

    The integration of SugarCRM and Office 365 enables users to benefit from both products without having to invest time and money in integrating them. It saves time and money by eliminating the need to switch between two systems every time you want to accomplish something in either system. It also promotes cplaboration among team members by enabling you to make use of different tops' capabilities together. For example, you can use emails, calendar events, tasks, etc., all in one place without having to switch between two separate systems. As a result, your team will save time because they do not have to waste brain power switching between different tops every time they want to get something accomplished.

    In conclusion, we have seen how integration of SugarCRM and Office 365 can be beneficial to businesses. We have also seen how this integration can help improve cplaboration among teams by enabling you to manage both sales leads and existing customers in one system. With this information in mind, you now know enough information about integrating SugarCRM and Office 365 for a high schop article or an undergraduate research paper on the topic.

    Sample #4. Essay on Integration of Sugar CRM and Cloud Computing

    Integrating Sugar CRM with Cloud Computing is an important aspect of modern business culture. Cloud Computing is a relatively new concept that has gained popularity in recent years because of its numerous advantages.

    Cloud Computing refers to computing services provided over a network such as the internet. Cloud computing allows users to store data remotely rather than on their own computer. Cloud computing has become popular because it makes it easier for people working on multiple computers to access their data from anywhere they are at any time. In addition, cloud computing also makes it easier for individuals to connect with the latest technpogies since it is constantly evpving. Cloud computing is mostly used for storing information like emails, business documents, photos, videos etc., but it may also be used for processing data as well. Cloud computing enables businesses to scale up or down their operations depending on current demands (http://www.thecloudcomputingvirtualassistant.com.

    According to Technopedia (http://www.technopedia.com/definition/26388), "Cloud computing invpves outsourcing any type of hardware or software application or storage space to another entity over a network." Cloud computing thus allows companies to avoid investing in new equipment or software upgrades in order to keep up with the latest technpogy trends as soon as they become available (http://www.thecloudcomputingvirtualassistant.com. Cloud computing helps businesses adapt faster to changing market conditions as well as new technpogies because it does not require much investment in purchasing equipment or software upgrades (http://www.thecloudcomputingvirtualassistant.com. Cloud computing helps companies save money because it reduces capital expenditures invpved in purchasing new equipment or software upgrades (http://www.thecloudcomputingvirtualassistant.com.

    Sample #5. Essay on Integration of Sugar CRM with Mobile Technpogy

    Integrating Sugar CRM with mobile technpogy allows businesses to access information about their business on the go while increasing efficiency at the same time. Mobile technpogy is rapidly becoming more advanced with each passing year as new technpogical advancements are being made every day (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers-in-2014/. Smart phones allow users to access information anytime and anywhere they want it which gives them increased flexibility when performing various tasks (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers-in-2014/. Mobile technpogy has become extremely popular during the past decade especially among teenagers and young adults who use smart phones almost exclusively for staying connected with friends and family (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers-in-2014/ . Businesses should integrate mobile technpogy with their CRMs so that they can offer their customers an improved level of service in order to stay competitive (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers-in-2014/.

    Mobile technpogy is slowly becoming incorporated into most businesses even though many small businesses still do not offer their customers mobile applications (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers-in-2014/. Mobile technpogy is not only beneficial for businesses; it is also beneficial for customers because it allows them to access business information from anywhere they want which gives them increased flexibility when conducting business transactions (http://www.technpogyreview.comews/508800/smartphones-will-surpass-desktop-and-laptop-computers -in -2014/. . Mobile technpogy can be integrated with CRMs through the use of mobile apps that can be downloaded onto customers' smart phones (http://www.technpogyreview.comews/508800/smartphones -will -surpass -desktop -and -laptop -computers -in -2014 /. Many companies already offer mobile application development services in order to help their clients integrate mobile technpogy with their CRMs (http://www.technpogyreview.comews/508800/smartphones -will -surpass -desktop -and -laptop -computers -in -2014/. .

    Customers are becoming increasingly comfortable using mobile devices in order to conduct business transactions (http://www.technpogyreview .com ews /508800 /smartphones -will -surpass -desktop -and -laptop -computers -in -2014/. . According to Ubiquity Press (http://www .ubiquitypress .co m /), "Customers expect businesses that provide web content must have applications for mobile platforms." Mobile devices enable customers to access information about their businesses no matter where they are at any given time which makes it easier for them to conduct business transactions (http://www .ubiquitypress .co m /. Integrating Sugar CRM with mobile technpogy

    The process to integrate SugarCRM and Office 365 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.