Top 3 Marketing Automation Tools Integrated with SugarCRM


Consumers are now using multiple media platforms to gather data and stay up-to-date, making life difficult for marketers. One might be inclined to think that marketing automation and CRM are two different strategies and serve different purposes. However,  enterprises can get a lot of mileage by integrating these two technologies.

(Read our blog: Marketing Automation in CRM)

The general notion is that while the marketing automation focuses on digital marketing to wide-scale audience, the CRM revolves around client services. SugarCRM is not just any CRM but one which is built for the purpose of creating excellent customer relationships. Integrating SugarCRM and marketing automation is an effective way to boost Sales, develop excellent marketing programs and most importantly give your clients an unforgettable experience. But there are dozens of marketing automation software out there in the market so which one should you integrate with Sugar?

Over the years we have integrated several marketing automation platforms with Sugar for clients belonging from different industry verticals. All our clients reported a marked increase in their marketing ROI. To make life easier, we have listed top 3 marketing automation tools which when integrated with Sugar will give you complete control over your marketing strategy and empower you to stay one step ahead of the competition.

1. Act-On

act-on logo

The seamless integration between Sugar and Act-On will accelerate the sales cycle by enabling the marketing team to deliver highly qualified leads to the sales team and in return get valuable feedback from them. By pumping unrivalled lead intelligence into your CRM, marketers can get a 360-degree view of the customers.

Main features of Act-On & Sugar integration:

Lead Scoring

Identify and prioritise sales-ready leads based on demographic data and behavioral touch points including email, website, event attendance, and form submissions. Your sales team will know who the prospects are, what they care about, and what to pitch during the sales call.

Website Visitor Tracking

See actual names of people and companies visiting your website, and what they’re looking for. Go beyond page views and bulk visitor statistics provided by traditional website analysis tools to get real marketing and sales intelligence to boost your sales.

Forms & Landing Pages

Easily feed form submissions into Sugar in real time without risk of duplicates. Use A/B testing to identify and automatically select the best performing forms and landing pages.

Social Media

Align your social media strategies and tactics with other channels, so your message is amplified and your branding is consistently reinforced in all the places a prospect may find you. Schedule posts to multiple social channels in one click.


2. Marketo

Marketo logo

Sugar Connector for Marketo provides seamless bi-directional data integration between the Marketo and Sugar platforms. It syncs and processes marketing and sales data to promote a complete and unified experience for the customer. The connector enables sales teams to focus on high priority leads based on marketing generated lead scores. Similarly, information related to the sales opportunities are passed back to the marketing platform via the connector to enable measurement of marketing ROI.

Main features of Marketo & Sugar integration:

Batch Integration

The connector provides batch upload of existing Sugar Leads and Contacts into Marketo for upsell/co-sell scenarios with a scheduler for handling large data-sets.

Real-Time Integration

New leads created in Marketo are automatically propagated in real-time to create leads in Sugar . In addition, bi-directional real-time synchronization is executed across Marketo and Sugar contacts, accounts and user records.

Agile Integration

The connector has complete control over synchronization attributes with capabilities to unsubscribe from campaigns within Marketo to prevent Sugar users from further sales targeting.

Full Visibility

The connector portrays an end-to-end picture of lead to cash pipeline with rich activity log reporting for tracking and history.


3. Mautic

Mautic is as good as any other leading marketing automation solution and is packed with a bunch of features to reach out, build relationships and nurture prospective clients. By integrating Sugar with Mautic, you will gain complete control over every stage of the customer journey.

Main features of Mautic & Sugar integration:

Synchronization of personal records

Leads, Contacts and Prospects in Sugar become fully synchronized with Contacts in Mautic. The synchronization is bilateral. Contacts in Mautic are also being automatically pushed to Sugar and saved as Leads every time the action “Push Contact to integration” is performed.

Merging history of operations on records

The whole history of operations saved in both systems is merged and unified.

Duplicate prevention

Real time synchronization prevents the creation of duplicates in both systems. This function also helps to avoid repetitions in tasks of Sales and Marketing.

Scoring control

Sugar users can easily control the scoring granted to their customers as a result of marketing actions analyzed by Mautic.

Target lists’ synchronization

Transfer of lists created in SugarCRM helps to run dedicated marketing campaigns in Mautic.

Switching between systems

Thanks to contextual links in SugarCRM, with just one click you are able to preview the equivalent record in Mautic.

Flexible, self-configured

Mapping of specific fields in Mautic and SugarCRM allows simple and self-reliant configuration.


Highly customizable reports can be generated through Mautic’s Reporting tool which could then be easily viewed from within Sugar.

Integration of E-mails

This functionality is available for customers using the Enterprise edition of SugarCRM. All the emails sent with Mautic are also archived in Sugar under individual personal records.


Bottom Line:

Linking Sugar to a marketing automation solution can bring tremendous benefits in terms of increasing the effectiveness and efficiency of the sales and marketing teams by saving time on administrative tasks, delivering messages with the right content to the right audience, closing deals faster through increased automation and increasing revenue and profits. It is an excellent way to standardize communication between the sales and marketing departments. By bringing marketing insights into the hands of your customer facing teams, it ensures every interaction you have with customers and prospects is extraordinary.

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