SugarCRM & Synergy

Experience the magic of seamless data flow between your favorite CRM and project management platform. Watch customer satisfaction blossom and your team flourish.

Embark on a transformative journey with the integration of SugarCRM and Synergy through our advanced Zapier connection. Revolutionise your CRM experience and streamline project management, fostering a seamless and efficient connection between these two robust platforms.
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.

Key Benefits

Connecting SugarCRM and Synergy provides major advantages:


  • Single Source of Truth: Maintain a unified and accurate source of CRM and project information across SugarCRM and Synergy
  • Enhanced Communication: Improve collaboration with synchronised project and contact details, fostering better team communication
  • Streamlined Project Oversight: Simplify project management by integrating SugarCRM with Synergy, reducing the likelihood of errors
  • Time Efficiency: Automate repetitive tasks, saving time and allowing teams to focus on impactful sales and project activities
  • Data Accuracy: Ensure consistency and precision in CRM and project information with this seamless integration
  • Suggested Zaps: New or Updated Contact, New or Updated Project, New or Updated Project Contact, Updated Project Status


Integrating SugarCRM and Synergy takes just minutes while providing long-term productivity and performance gains. Streamline workflows and unlock growth with the power of Zapier integration.

Supported actions and triggers

Create a Company

Update Company

New or Updated Company

New or Updated Personnel

Synergy business and project management logo.

Zapier lets you connect Synergy with thousands of tools your team uses — no code required.

How it works

    1. Click on the Make a Zap button.
    2. Follow the prompts to sign up for a Zapier account, or sign in if you already have one.
    3. Connect Synergy and a complementary app to Zapier.
    4. Follow the steps to set up the Zapier automation, known as a Zap.
    5. Test out your new Zap.
    6. Data passes securely to Synergy via the PremiumAPI.
    7. You’re all set! The automation runs in the background, giving you time back in your day.

Zapier uses the Premium API add-on from Synergy to allow up to 60,000 calls per day, of which 20,000 can be used for Transaction endpoints.






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