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Connector for SugarCRM

iEnterprises

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 sales@ienterprises.com 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 support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information.

Compatibility/Requirements:

SugarCRM

Outlook

アドインの機能
このアドインを使用すると次のことが可能です:
  • インターネット経由でデータを送信できます
  • このアドインは、本文、件名、送信者、受信者、添付ファイルの情報など、アクティブなメッセージの個人情報にアクセスして変更できます。このデータをサード パーティ サービスに送信する可能性もあります。メールボックス内の他のアイテムを読み取ったり、変更したりすることはできません。
  • 概要
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