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SugarCRM

SugarCRM Integration

Manage lead information and automate document creation by connecting Formstack to SugarCRM.

Formstack Forms + SugarCRM

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Integration Overview

With the SugarCRM integration for Formstack Forms, you can use form data to update and create contacts in your SugarCRM account. Capture and convert leads faster so you can optimize your marketing and sales efforts.

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Partner Overview

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management, and customer relationship management needs. The platform offers features such as customizable homepages, a new-user "wizard" tool for newbies, a shortcut bar, enhanced-view global search functions, and downloadable plug-ins.

Use the integration to:

  • Use form submissions to create new contacts or update existing records in SugarCRM
  • Convert more leads and prospects with optimized forms and surveys
  • Get access to in-depth analytics and conversion data

What You Need

How It Works

  1. Quickly create a Formstack form using our easy-to-use, drag-and-drop form builder.
  2. Log in to Zapier, select Formstack as your trigger Zap, and connect it to your SugarCRM account. This is where you can determine the action you’d like the Zap to take within SugarCRM after a form is submitted. 
  3. Map form fields to the relevant fields in SugarCRM. You’ll be able to start sending form data to your SugarCRM account in a matter of minutes.

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Find Out More

To learn more about using Formstack Forms with SugarCRM, check out Zapier's guide.

Formstack Documents + SugarCRM

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Integration Overview

With the SugarCRM integration for Formstack Documents, you can automatically import lead or customer information from SugarCRM into documents like proposals, presentations, and letters. Eliminate manual data entry from your workflows, and simplify document creation for your marketing and sales teams.

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Partner Overview

SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management, and customer relationship management needs. The platform offers features such as customizable homepages, a new-user "wizard" tool for newbies, a shortcut bar, enhanced-view global search functions, and downloadable plug-ins.

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Use the integration to:

  • Shorten the sales cycle and convert leads to customers with instant, personalized sales documents
  • Save time and eliminate manual data entry by mapping lead information to fields in your branded document templates
  • Quickly deliver documents to leads via email or through a variety of third-party options

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What You Need

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How It Works

  1. Upload your own fillable PDF, Word, Excel, or PowerPoint document; or build one from scratch within Formstack Documents.
  2. Choose to deliver your documents via email or send them to a third-party integration.
  3. Log in to your Zapier account and set up triggers for SugarCRM and Formstack Documents to start generating documents with your SugarCRM data.

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Find Out More

To learn more about using Formstack Documents with SugarCRM, check out this help article.

Request a Demo

Integration Overview

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Partner Overview

Use the integration to:

What You Need

How It Works

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