Connector for SugarCRM
An easy to use full featured integration between Outlook Mail, Calendar and SugarCRM.
Integrate your Outlook and SugarCRM in one easy step with virtually nothing to install. The connector works in any modern browser including Chrome, Edge and Safari. It also works on mobile devices such as Android and iOS Devices. The add-on can be deployed to your entire company with a single click. Contact firstname.lastname@example.org for details on enterprise licensing and deployment.
The Connector for Outlook and SugarCRM brings SugarCRM to your inbox. It automatically shows the details of the sender from Sugar CRM including email address phone number and any related records. It also allows you to file a message in Sugar CRM with a single click. Additionally you can create leads and contacts directly from your inbox. There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in SugarCRM.
Email Integration Details
- Provides a 360 degree view of CRM information from Your Inbox
- File a message in Sugar CRM from Outlook
- Automatically associates emails to a contact or lead
- Create accounts, contacts and leads directly from your in-box
- Open the relevant CRM contact, lead or opportunity from Outlook.
- Optionally automatically copy emails and attachments to SugarCRM
- Automatically links emails with CRM Contacts or Leads
- Create rules for which emails get automatically synchronized
Calendar Integration Details
- Automatically synchronize calendar items from Outlook to SugarCRM
- Automatically links calendar items with CRM Contacts or Leads
- Create rules for which calendar items get synchronized (coming soon)
This add-on is developed by iEnterprises. iEnterprises is an award winning CRM vendor that has been in business for more than 20 years. Contact us at email@example.com for support issues or firstname.lastname@example.org for enterprise licensing and pricing information.
- Can send data over the Internet
- This add-in can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.