Sugar Connect brings your most important customer experience activities into the email and calendar apps Sales and Services use every day. Keep your CRM, email, and calendar tools up-to-date without having to ever manually enter data. With Sugar Connect, customer and prospect details automatically sync in G Suite or Office 365, and pull relevant data to the surface as you interact with prospects and customers in real time. It’s the easiest way to provide the types of truly personalized experiences that create and retain customers for life.
360-degree Customer View
• Access Sugar information from a sidebar when reading or composing an email
• Create, update and delete records and fields in Sugar Sell and Serve
• Attach emails to Opportunities, Contacts, or Accounts
• See all customer emails in the sidebar
• Access and use CRM email templates
Automate Data Entry
• Archive all inbound and outbound emails
• Specify exactly which Opportunity, Contact, or Account you’d like the email to be archived to
• Sync and access shared calendars so you don’t need to maintain events in multiple calendars
• Relate events to attendees’ records in Sugar
Effortless CRM
• Provides server-side integration with Microsoft Office 365 and Google G Suite
• Provides client-side integration with Windows Outlook
• Provides client-side integration with MacOS Outlook
Meeting Scheduling Assistant
• Easily schedule meetings with your customers, without the back-and-forth
It’s really great to have this in my Gmail. The scheduled email function works great, and syncronising my calendar activities works perfectly.
Please add to the roadmap: ‘Auto Archieve all outbound’ + ‘the ability to adjust which custom modules and fields are shown in the panel’.
Too many bugs. Keeps on automatically saving emails to SugarCRM. Collabspot is way better.
This would be a great app if it was stable and stayed connected. I’m constantly having to remove and reload this. It was supposed to be a time saver and has turned out to be a time waster.
Unfortunately, I have been having issues with it ever since it rolled out. One of the first issues is that no emails are being synced in Sugar, I reported this error to the customer support over 3 weeks ago. Another issue is that after the recent update, Sugar Connect removed the address line out of the lead creation module so now lead/target/contact creation takes longer. Also, yesterday and today, it keeps logging out every hour or so so I have to manually reconnect it. Very slow response from the support team.
Please add an option to completely remove the SugarCRM Tasks panel from GMail
Great to have direct access to Sugar inside GMail!