Last updated on Apr 10
1 min read
Integrating Sugar CRM with Samespace can streamline your sales and customer service operations. With this integration, you can automatically sync your customer data, such as contact details, call history, and notes, between Sugar CRM and Samespace. This helps your sales and support teams to easily access and manage customer information, enabling them to provide personalized and efficient service. Additionally, you can track call metrics and analyze call data to gain insights into your team's performance and identify areas for improvement. This integration can help you to improve collaboration, enhance customer engagement, and increase productivity.
Steps to integrate Sugar CRM with Samespace:
Step 1: Navigate to the "Settings" icon and select "Apps" from the sidebar menu.
Step 2: Choose the "Sugar CRM" option.
Step 3: Fill in the required fields to set up your integration. Give your integration a name, enter your domain, username and password from your Sugar CRM account, and provide an optional description. Click on the "Save" button to finalize your integration.
You are now ready to use your integrated Samespace and Sugar CRM accounts.