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Sugar Connect
by SugarCRM, Inc.Microsoft 365Price not published
Syncs Sugar CRM customer records, emails, and calendars with Office 365.
PRICINGNot published
DEPLOYMENTCloud
CATEGORYSales
UPDATED ON MARKETPLACE
What it does
Sugar Connect syncs customer and prospect details between Sugar CRM and Office 365. It displays Sugar information in a sidebar while reading or composing email, and supports record changes in Sugar Sell and Sugar Serve. It archives emails, syncs shared calendars, relates events to attendee records, supports meeting scheduling, and tracks outbound email opens and click-through rates.
Key capabilities
from the Microsoft Marketplace listingCRM sidebar access
Displays Sugar information in a sidebar when reading or composing email.
Record management
Creates, updates, and deletes records and fields in Sugar Sell and Sugar Serve.
Email archiving
Archives inbound and outbound emails to selected Opportunities, Contacts, or Accounts.
Calendar synchronization
Syncs and provides access to shared calendars.
Meeting scheduling
Provides an assistant for scheduling meetings with customers.
Email engagement tracking
Tracks outbound email open and click-through rates.
Use cases
- Email users can view customer emails and communication history while interacting with prospects and customers.
- Teams can use CRM campaign templates for email prospecting and engagement.
In the catalog
480 plugins in Office 365 · Sales
Price distribution: 15 free, 10 freemium, 261 paid, 194 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Office 365
Deployment
Cloud
Pricing
Price not published
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What the vendor says
«Sugar Connect brings your most important customer experience activities into Office 365. 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 to Office 365. Connect pulls relevant data to the surface as you …»