SugarCRM is a company specialized in customer relationship management solutions. It offers a CRM platform that allows businesses to automate their sales, marketing, and customer service.
Ringover integration in the SugarCRM allows you to benefit from:
- Call your clients in one click from the Ringover Dialer.
- Automatically sync contacts between Ringover and your CRM.
- Automatically create contact records for incoming calls.
- Log calls and SMS as activities.
- Sync notes and tags.
- Display the contact pop-up automatically for incoming calls.
- Show CRM fields directly in the Ringover Dialer.
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by an administrative or technical account in Ringover 👨💼
- The integration must be done with a SugarCRM administrator account.
Step 1: Activation
💻 Go to Dashboard>Store>Integration.
- Search and click on "SugarCRM ".
- Fill in the required information using your SugarCRM data and click on "Activate".
Step 2: Configure your SugarCRM
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard>Store>Integration and click on SugarCRM to 'Configure'.
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, your integration is all sorted!🎉