SugarCRM can connect to Sharepoint lists and exchange data with.
Sugar can read data from Sharepoint Lists and write data to them as well .
Records can be automatically updated in both ways .
Please contact us for more information.
Category: Uncategorized
Su
[display-posts post_type=”product” posts_per_page=”20″ id=”40982,40974″ include_excerpt=”true”]
Custom HubSpot APIs & Integrations
test 111
test2
SugarCRM Hubspot Integration
The benefits of integrating SugarCRM with HubSpot include:
-
-
generate leads in Hubspot
-
use SugarCRM to Close the Sale
-
identify the most effective sources for leads
-
open-source code installed in SugarCRM
-
easily map new custom SugarCRM fields and Hubspot properties
-
does not require to send leads and contacts on third-party servers
-
Functionality:
-
connect SugarCRM to Hubspot app by Oauth2 from SugarCRM admin section
-
in the SugarCRM admin section, configure fields mapping between SugarCRM fields and Hubspot
-
Properties. Use default mapping or add a new mapping.
Hubspot to SugarCRM
-
A Contact created in Hubspot will create a Lead in SugarCRM.
-
When a Deal is related to a Contact in Hubspot, the Lead in SugarCRM will be converted to a Contact. Then the Account + Opportunity related records will be created and related to each other.
-
When a Company is related to a Contact in Hubspot, the Lead in SugarCRM will be converted to a Contact and an Account.
-
– The company created in Hubspot will create an Account in SugarCRM.
-
The Custom Hubspot Objects are also supported for synchronization with standard or custom SugarCRM modules, including their relationships (associations).
SugarCRM To Hubspot
-
A New Lead created in SugarCRM will create a new Contact in Hubspot
-
A Converted Lead in SugarCRM creates the Company and Deal in Hubspot (all records related).
-
A New Contact created in SugarCRM under the Opportunity view will create a new contact in Hubspot related to the Company and Deal.
-
SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in Hubspot.
-
The integration allows Hubspot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM).
-
SugarCRM calls, meetings, tasks, notes (including attachments), and emails sync to their respective objects in Hubspot.
Hubspot one-time data import
-
The integration allows Hubspot one-time data imports to any of its modules (like Contacts, Companies, Deals, and their association from various data sources, including SugarCRM). Custom properties are supported for the import.
-
For privacy reasons, the integration does not require sending leads and contacts information on third-party servers. It can be installed on-site or use on-premise cloud infrastructure.
Pricing model
-
Synchronize Contacts, Companies, Deals with Leads, Contacts, Accounts, Opportunities – $149 Monthly fee + one-time charge of $499 includes up to 6 hours of onboarding and initial configuration
-
Sync Contacts,Companies,Deals,Calls,Meetings,Tasks,Notes,Emails – $199 Monthly fee + one-time charge of $699 includes up to 8 hours of onboarding and initial configuration
-
One-time Import $799 includes up to 8 hours of initial configuration and data import.
Test
test202109
Predictive Dialer
The Predictive Dialer module from Danmar Computers brings together
three pieces of software: SugarCRM, a Dialer and a phone. With the option to
send Leads, Opportunities, Accounts or Contacts to a dialer server, your agents
will save call time and information travels faster from and to the SugarCRM
instance. The number of clients contacted in a given amount of time will
increase, as will closed deals. Once everything is loaded in the Dialer, the
manager will have spent only a couple of minutes setting it up, instead of a
couple of hours distributing clients to agents.
more… .
YouTube Video
Post format for YouTube Video.
Gallery post format
This format can be used to display images as a gallery. To attach images to the post please use Add Media button, then choose Create Gallery button, choose the images you want to be displayed and press the button Create New Gallery.
Audio post format
If your post contains audio, then you should use this post format. Select Audio in the appeared metabox and add link to your mp3 file.
Quote post format
Welcome to our wonderful world. We sincerely hope that each and every user entering our website will find exactly what he/she is looking for. Our blog and social media accounts are available to encourage communication and connection between clients and personnel and tell you more about us in the informal environments where we can have a dialogue instead of just a narrative like that.
Image post format
This format perfectly fits in case you need only a single image for your post display. Use Featured image option to add image to the post.
Status post format
WordPress, how do I love thee? Let me count the ways (in 140 characters or less).
