Sugar CRM

This integration allows teams to easily access accounts, contacts, leads and opportunities with information from Sugar CRM within Freshchat through the Sugar CRM app.

Once installed, agents can perform the following tasks without leaving Freshchat:

1. Access Sugar CRM accounts, contacts, leads and opportunities
2. Create new account data from a conversation, if they’re not in Sugar CRM
3. Create new contact data from a conversation, if they’re not in Sugar CRM
4. Create new lead data from a conversation, if they’re not in Sugar CRM
5. View account data associated with a contact
6. View contact data associated with a contact
7. View lead data associated with a contact
8. View opportunity data associated with a contact account