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Sync SugarCRM data to Sourcetable


SugarCRM is a cloud-based application that lets companies handle their sales and marketing automation, account management and customer relationship management needs. The platform lets users measure a wide range of common CRM KPIs, including pipeline visibility, customer retention and satisfaction (CSAT).

Sync SugarCRM data to Sourcetable

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Find out how to make the most of your SugarCRM data with Sourcetable

Sourcetable Benefits

Data & analytics

Up-to-date, reliable customer satisfaction metrics can make all the difference for business owners looking to gauge their performance over time, and improve customer conversion and retention. Sourcetable lets users assess key data from SugarCRM and other apps and platforms in one simple, accessible spreadsheet, so they can build Activity and Campaign Reports and assess rep performance, user retention and satisfaction at a glance.

Different charts and graphs as an example of data and analytics like Churn, LTV, ROAS, etc.


Syncing your SugarCRM data to Sourcetable keeps it centralized and accessible, with no tech skills required. Everyone on your team will be able to keep track of your business’ CRM data quickly and easily, without having to learn SQL or other coding languages.

All your business data in one place

Sourcetable intuitively brings together key data from over 30 different platforms and databases, including SugarCRM. This allows product, marketing and finance teams to navigate their metrics and gauge their ongoing performance at a glance, informing next steps while saving time for what matters most – selling your products.

Icons of example integrations all converging into a sourcetable spreadsheet representing how you can source data from virtually any service

Find out how to get the most from SugarCRM with Sourcetable

A Magic Wand

Smart Templates

Use out of the box, market-tested templates to query customer engagement data, and enhance data collaboration across your entire organisation

A Magic Wand

Quick Analysis

Analyze your SugarCRM data alongside inputs from separate platforms, instantly generating informative cross channel reports

A Magic Wand

Ease Of use

Compile and query all your SugarCRM data in one spreadsheet to identify the business insights behind the numbers and boost customer retention.

Who uses SugarCRM data in Sourcetable

📈 Marketing and Advertising professionals

👷🏿 Sales and Sales Ops folk

👩🏼‍💼 Customer Support Managers

🚀 Founders

🏢 Ecommerce businesses

Sample companies

Online businesses integrating SugarCRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities and engagement.

  • Software as a Service

    (SaaS) companies
  • Retail online stores

  • B2B Platforms

  • B2C Marketplaces

  • Subscription services

What makes Sourcetable special?

A Magic Wand


Connect and query data from SugarCRM alongside findings from 30+ other sources, informing business decisions and improving customer retention.

A Magic Wand


Use Sourcetable to automate SugarCRM data and processes, freeing up time to focus on providing the best customer experience possible.

A Magic Wand


Create intuitive workflow templates based on SugarCRM customer history and share with team members, code-free

Frequently Asked Questions

How do I sync SugarCRM data to Sourcetable?
Sourcetable is currently in Closed Beta. Sign up to the Beta here to tell us a little about yourself and request information on how to sync your SugarCRM data.
How easy is it to visualize my SugarCRM data using Sourcetable?
Sourcetable comes with a full Visualization suite of charts, graphs, conditional formatting, pivot tables and all the tools you need to create shareable reports.
What common integrations do people combine with SugarCRM?
Sourcetable spreadsheets are designed to be intuitive and user-friendly, so anyone can view key performance metrics from SugarCRM - and other CRM platforms such as Salesloft and Sage - at a glance, without prior knowledge of SQL.

Connect your SugarCRM Data

Analyze data, automate reports and create live dashboards
for all your business applications, without code. Get unlimited access free for 14 days.