Integrating Sugar CRM with Freshchat enables you to handle customer relationships better.
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
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!