SugarCRM automation

Automate your repetitive SugarCRM admin. ThinkAutomation will push-pull data to and from SugarCRM to link any needed systems across your tech stack. Plus, ThinkAutomation can run any number of automations against the data inside SugarCRM – from sentiment analysis to translation.


SugarCRM automation – overview

  • ThinkAutomation can read and update entities in SugarCRM
  • To configure, connect ThinkAutomation into SugarCRM using our automation studio
  • You can then design any desired workflow – orchestrating your connections, conditions, and automations via a drag-and-drop interface
  • ThinkAutomation offers infinite extensibility to handle as many processes, data volumes, and system connections as you need
  • It will monitor connected systems 24/7, check for new data every 60 seconds, and run automations in split seconds

SugarCRM automation – use cases

  • Parse inbound messages from emails and web forms to create new SugarCRM records automatically, using the relevant extracted information
  • Push parsed data from messages into existing CRM records, to update customer accounts with the latest interactions automatically
  • Import data from SugarCRM modules into tables in your databases or spreadsheets
  • Perform automated SugarCRM data extraction, running advanced data pulls to segment/manipulate data and run targeted campaigns
  • Monitor SugarCRM records for emotive phrases and run sentiment reports, with custom workflows to act on opportunities/risks
  • Add counters or ‘tokens’ for data input you’d like to track inside SugarCRM, such as keywords or field values, to monitor then run subsequent automations or reports
  • Upload files to SugarCRM – including email attachments and documents from monitored local folders
  • Plus countless more, depending on your desired use case
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