Highlevel Overview
Experience effective prospecting without the administrative data entry! With the SalesLoft-SugarCRM Integration by BrainSell, users can focus on building customer relationships while automatically syncing data between SalesLoft and Sugar Sell. This integration completely removes any tedious, complicated, and manual data synchronization through data imports and exports.
Key Benefits
By integrating SalesLoft with Sugar Sell, users can manage deals and engage customers appropriately while keeping Sugar Sell contact and account records up to date. With every sales activity tracked in Sugar Sell, reps can focus on building customer relationships. If you want the benefits of SalesLoft, while also keeping all your customer information readily available in Sugar Sell, this integration is just what you need.
- Automated data flow between both systems
- Less manual data processes streamline employee workflows
- Maximize efficiency
How it Works
The SalesLoft-SugarCRM Integration helps drive revenue through customized, seamless syncing of Leads, Contacts, and Accounts, along with Email and Call activities. Using filters each user can select which modules and fields to sync.
The SugarCRM administrator selects which modules and fields will sync, along with the sync direction:
The SugarCRM record will show sync status in the SalesLoft section of the record:
To learn more about this solution, go to SalesLoft-SugarCRM Integration, or search for "SalesLoft."
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Gantt Project
The Gantt Project Module for SugarCRM CE gives project managers the tool that they have been waiting for. Now you can plan, coordinate, and track your project tasks using a familiar Gantt chart.
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Acumatica Integration - SYNC by Commercient
FEATUREDYour ERP Accounting data is integrated with your SugarCRM when you use Commercient’s SYNC app. SYNC Accounts, Contacts, Invoices, Sales Orders, Products, Pricing, Inventory, and more!
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