5 ways to automate SugarCRM

If you work in sales or marketing, you likely spend a lot of your time in a customer relationship management (CRM) tool like SugarCRM. But the important lead information you store in there probably comes from a ton of different places, making it difficult to keep your CRM pipeline up to date.

As your business scales, manually keeping up with lead and prospect sources—like ad tools, forms, emails, and calls—just isn’t possible. Instead, you can automate the process of managing your SugarCRM leads with Zapier. Here are a few of the most popular ways to route leads from all of your business-critical apps automatically. 

Table of contents

Add new digital ad leads to SugarCRM

If you’re running paid digital ads, you’re likely working with several channels—including social platforms like Facebook and LinkedIn, as well as traditional display ads. From a sales perspective, that’s a huge number of lead sources to keep an eye on.

Instead of trying to keep up with your advertising leads manually, consider using a Zap to automatically add them to SugarCRM. You can even specify whether these new records are created as leads, tasks, or contacts—so your pipeline stays clean and organized.

Create new leads from webhooks

What if your specific lead source isn’t supported yet or doesn’t have the right triggers available? Don’t worry: With webhooks, you can still craft Zaps that automatically move leads into SugarCRM.

These Zaps can catch hooks from a wide range of sources, so these workflows are incredibly flexible. And they’re a great way to make sure you capture all your leads, not just some of them.

Add leads from form responses

If you’re using forms to capture demo or appointment requests, you know how important it is to act on those new leads quickly. Even an hour of delay can be the difference between winning a new client and that prospect taking their business elsewhere. 

So don’t waste time trying to keep up with those form submissions by hand—automate them. Use a Zap to automatically add new form responses to SugarCRM as records so you can follow up fast.

Create new leads from calls and emails

What if you’re a little more traditional and still rely on inbound phone calls to collect leads? Maybe you hand out your business card at trade shows and industry events—or maybe you run ads with a 1-800 number.

Whatever the case, your sales team doesn’t need to frantically type lead information into SugarCRM while on the phone (or afterward). Instead, you can use a Zap to automatically turn phone calls into new SugarCRM records.

These Zaps can also work if you’re getting leads via email. You can use Zapier’s built-in Email Parser tool to pull lead information out of an email and add it to SugarCRM—no copy-pasting necessary.

Add leads from spreadsheets

While sales and marketing teams work with a wide range of lead sources today, the trusty spreadsheet is still key to many of their workflows. Whether you scan badges at conferences or just don’t have direct access to your lead sources, spreadsheets are still a common way to track leads.

But just because it’s a little more basic doesn’t mean you have to work with that lead data manually. With these Zaps, you can create an automated workflow that takes new or updated spreadsheet rows and creates records in SugarCRM.

Managing new leads can be easy

Your CRM is only as good as the workflows it’s part of. Instead of relying on your sales and marketing teams to manually keep your SugarCRM data up to date, automate it with Zapier. That way, they have more time for the important stuff—connecting with leads and closing deals.

And this is just the start of what you can do with SugarCRM and Zapier. What will you automate first?