Integrator

SugarCRM

Integration with SugarCRM allows users to search Contacts for the caller's details. When found, the caller's contact details can quickly be shown on the screen.

Watch the video to see this being demonstrated.
Xchange allows users to integrate with contact data from SugarCRM. When configured, dialling is performed from within SugarCRM by either clicking on the enabled hyperlinks, or pressing the dial button next to the editable phone fields.

When on a call, if the called or calling party's details are in the SugarCRM database then this will be detected and a SugarCRM button will be shown. When pressed, the associated contact record will appear.

Using the Address Book, the SugarCRM contact database will also be searched and the results displayed. Users can then select a contact and access the record or dial directly using the mouse.

Finally, the Call History window includes the contact details from SugarCRM and can also be used to show the contact or dial them directly.

For more information regarding your version of Sugar CRM, click on the related link below (link opens in a new page):