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Sugar CRM

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Integrating Sugar CRM with Freshchat enables you to handle customer relationships better.
Published by Freshworks(about 4 years ago)
Free
3
Version 1.0
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
This integration allows teams to easily access accounts, contacts, leads and opportunities with information from Sugar CRM within Freshchat through the Sugar CRM app. Once installed, agents can perform the following tasks without leaving Freshchat: 1. Access Sugar CRM accounts, contacts, leads and opportunities 2. Create new account data from a conversation, if they’re not in Sugar CRM 3. Create new contact data from a conversation, if they’re not in Sugar CRM 4. Create new lead data from a conversation, if they’re not in Sugar CRM 4. View account data associated with a contact 5. View contact data associated with a contact 6. View lead data associated with a contact 7. View opportunity data associated with a contact account

App Details

Categories
CRM & Sales

Marketplace Resources

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App Details

Categories
CRM & Sales

Marketplace Resources

1. After installing Sugar CRM, you need to enter the Sugar CRM account URL, username, password, client id, and client secret in the app settings page to authenticate with your Sugar CRM account 2. Once you are successfully authenticated, select account, contact, lead, and opportunity fields which is shown in the app widget 3. Then click, Install button to finish the installation You are now good to go!

App Details

Categories
CRM & Sales

Marketplace Resources

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App Details

Categories
CRM & Sales

Marketplace Resources

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