SugarCRM Integration

Manage lead information and automatically generate documents by connecting Formstack and SugarCRM.

Put your lead and customer management on auto-pilot

Capture and convert leads faster with Formstack’s smart web forms and surveys, alongside SugarCRM’s powerful customer experience solution.
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Integration Overview

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Partner Overview

Use the integration to:

What You Need
How It Works
Create & Update

Instantly create new contacts or update existing records in SugarCRM following form submissions

A/B Test

A/B test your forms and access other powerful optimization tools with our Conversion Kit add-on

Analytics

Access Formstack's key form features including in-depth analytics and conversion data

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The Advanced Integrations feature is required to use the SugarCRM integration with Formstack Forms. Get access to a suite of powerful integrations that make it easy to manage your form data between apps. Learn More!

Put your lead and customer management on auto-pilot.

With Formstack Documents, you can automatically import lead or customer information from SugarCRM into documents like proposals, presentations, letters, and more.
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Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Instant Documents

Shorten the sales cycle and convert leads to customers with instant, personalized sales documents

Simple Mapping

Save time and eliminate manual data entry by mapping lead information to fields in your branded document templates

Deliver & Store

Quickly deliver documents to leads by email, third-party integrations, or safely store them for your record

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Start populating your documents with data from your SugarCRM account today. Learn more

Integration Overview

Try It Free

Partner Overview

Use the integration to:

What You Need
How It Works
Find Out More