SugarCRM

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5 댓글

  • Ramin Shokrizadeh
    Zendesk Product Manager

    Hi there Tricia,

    Thanks for the feedback around the current SugarCRM integration. Currently, the integration only supports the creation of a contact and not a lead. We don't have any immediate plans (next 6 months) to change this behaviour.

    If you are using Zopim with Zendesk, you can utilize the Zendesk integration with SugarCRM and Zapier to potentially create leads instead of contacts.

    Here is info on the Zendesk integration: http://www.sugarcrm.com/partner/zendesk-sugar

    Here is the Zapier options: https://zapier.com/zapbook/sugarcrm/zendesk/

    Thanks,
    Ramin

    0
  • Chad Hutchins

    I know this post is a bit old, but Zendesk just release Apps for Zendesk Chat (Zopim). 

    We have a SugarCRM app that sits right inside of your Zendesk Chat conversations and you can see all of the CRM data about who you are chatting with as you are chatting with them. 

    You can give it a try here if you're still looking for something like this: https://zendesk.com/apps/chat/sugarcrm-for-zendesk/

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  • Javierwong321

    Hi,

    How can I connect Zopim to my SugarCRM , I want to push new person as contact in sugarcrm? Please guide.

    Thank You

    1
  • Chad Hutchins

    Hi Javier, I can help with this. I'm with Fanatical Labs, the maintainers for the SugarCRM and Zopim integration.

    The easiest way to get this setup is to get on a call and help you set this up. If you'd like to do this, please pick a meeting time using this link: https://calendly.com/fanatical-zendesk/zendesk-integration-support

    On the call you'll need admin access to Sugar and Zendesk. We'll be able to setup the new person sync into Sugar. Looking forward to the chat!

     

    1
  • Jessie Schutz
    Zendesk team member

    Thanks for jumping in to help, Chad!

    0

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