Highlevel Overview

The need to manually copy data between Outreach and Sugar Sell is over! With the Outreach-Sugar Integration by BrainSell, you will be able to seamlessly sync data between Outreach and SugarCRM. This integration completely removes any tedious, complicated, and manual data synchronization through data imports and exports.

Key Features

This integration is designed to seamlessly bake all the sales engagement data gathered through Outreach into your Sugar Sell instance. Whether you are an inbound or outbound sales rep, business development rep, or customer service rep, you can ensure all the hard engagement you generate with leads and customers is being accurately updated in Sugar Sell.

  • Stay up to date with seamless, real-time data synchronization
  • Removes manual data migration for less complexity and errors
  • Enjoy having all your data, right where you need it

How it Works

Outreach-Sugar Integration users are able to conveniently sync data from the Leads, Contacts, Opportunities, and Accounts modules, plus related activities. By setting filters, each user can select which modules and fields to sync.

The SugarCRM administrator selects which modules and fields will sync, along with the sync direction:

Outreach Sync Options for Outreach-Sugar Integration

Each user configures any filters. Here's an example of both AND and OR filters in the Leads module: Outreach Filter Options for Outreach-Sugar Integration

To learn more about this solution, go to the Outreach-Sugar Integration or search for "Outreach."