Sync SugarCRM data to Sourcetable
SugarCRM
All your business data, synced in a spreadsheet.
Find out how to make the most of your SugarCRM data with Sourcetable
Sourcetable Benefits
Data & analytics
Up-to-date, reliable customer satisfaction metrics can make all the difference for business owners looking to gauge their performance over time, and improve customer conversion and retention. Sourcetable lets users assess key data from SugarCRM and other apps and platforms in one simple, accessible spreadsheet, so they can build Activity and Campaign Reports and assess rep performance, user retention and satisfaction at a glance.
Accessibility
Syncing your SugarCRM data to Sourcetable keeps it centralized and accessible, with no tech skills required. Everyone on your team will be able to keep track of your business’ CRM data quickly and easily, without having to learn SQL or other coding languages.
All your business data in one place
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including SugarCRM. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.
Find out how to make the most of SugarCRM with Sourcetable
Smart Templates
Use out of the box, market-tested templates to query customer engagement data, and enhance data collaboration across your entire organisation
Quick Analysis
Analyze your SugarCRM data alongside inputs from separate platforms, instantly generating informative cross channel reports
Ease Of use
Compile and query all your SugarCRM data in one spreadsheet to identify the business insights behind the numbers and boost customer retention.
Who uses SugarCRM data in Sourcetable
📈 Marketing and Advertising professionals
👷🏿 Sales and Sales Ops folk
👩🏼💼 Customer Support Managers
🚀 Founders
🏢 Ecommerce businesses
Sample companies
Online businesses integrating SugarCRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities and engagement.
-
Software as a Service
(SaaS) companies -
Retail online stores
(eCommerce) -
B2B Platforms
-
B2C Marketplaces
-
Subscription services
Popular Use Reports & Use Cases
Create reports using SugarCRM data
SugarCRM + Sourcetable
Analyze the impact of customer support on user retention
SugarCRM + Sourcetable
Create new Mailchimp subscribers from SugarCRM leads
SugarCRM + Mailchimp
Analyze average customer support response times
SugarCRM + Sourcetable
Add new HubSpot form submissions as SugarCRM leads
SugarCRM + Hubspot
What makes Sourcetable special?
Interconnectivity
Connect and query data from SugarCRM alongside findings from 30+ other sources, informing business decisions and improving customer retention.
Automation
Use Sourcetable to automate SugarCRM data and processes, freeing up time to focus on providing the best customer experience possible.
Collaboration
Create intuitive workflow templates based on SugarCRM customer history and share with team members, code-free
Frequently Asked Questions
How do I sync SugarCRM data to Sourcetable?
How easy is it to visualize my SugarCRM data using Sourcetable?