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TextExpander and SugarCRM

Posted by on December 2, 2022

TextExpander Now Integrates With SugarCRM


It’s official: TextExpander is a SugarCRM Partner! Now, Sugar users can download TextExpander as an add-on to Sugar to get even more out of the platform.

What is SugarCRM used for?

Sugar is used for multi-channel marketing automation, sales, and marketing team alignment, and funnel feeding/pipeline building.

Sales and marketing teams use Sugar to:

  • Create content and campaigns
  • Engage their audience
  • Predict what customers want next
  • Understand what’s working and what’s not

Download Sugar’s platform overview to find out more.

What does SugarCRM integrate with?

Sugar integrates with thousands of apps, including MailChimp, Outlook 365, Zendesk, PandaDoc, Quickbooks, DocuSign, RingCentral, and now TextExpander.

For a full list of apps that integrate with Sugar, check out SugarOutfitters, Sugar’s marketplace for apps.

For the SugarCRM website

Introducing the TextExpander and SugarCRM integration

Communication is essential for winning and keeping customers. With TextExpander and SugarCRM, sales, marketing, and customer support teams can send better messages in record time. With the TextExpander and SugarCRM integration, engaging with prospects and customers is easier than ever. Access to a shared library of effective messaging eliminates the time-consuming process of crafting messages from scratch and typing them in full. Content and knowledge are available at your fingertips to help you communicate better in less time.

The perfect combination

SugarCRM creates alignment between sales, marketing, and customer support teams by serving as the “one source of truth” about prospects and customers; TextExpander creates alignment by serving as a repository of company knowledge. With SugarCRM, you can connect and engage with prospects and customers across multiple channels (email, social media, ads, and more) from one place; with TextExpander, you can access proven messages without lifting your fingers from the keyboard.

Together, TextExpander and SugarCRM help marketing, sales, and support teams work better together.

Start your 30-day free trial

Use TextExpander and Sugar to boost efficiency

Here’s how the TextExpander-Sugar CRM integration can help:

  1. Respond to messages in a flash. Say goodbye to creating messages from scratch and typing them in full.
  2. Create interaction records and meetings notes in seconds. No more wasting time with repetitive typing.
  3. Create documents in record time. Use pre-approved content from TextExpander to put together proposals and agreements. No switching windows or copying and pasting necessary.

About TextExpander

TextExpander saves you time by activating the things you type regularly with just a few keystrokes. Keep your team consistent, accurate, and current with shared Snippets; work faster and smarter by streamlining and speeding up all you type; save time while keeping it personal with fill-ins, and more.

Not using TextExpander yet? Sign up for a free TextExpander account, then set up your TextExpander-SugarCRM integration here. TextExpander is free to use for 30 days; pricing starts at $3.33 for individuals and $8.33 for businesses.