CRM INTEGRATION

SugarCRM plug-in for 3CX Phone System

 

IMPORTANT: This product works with 3CX Phone System version 9. If you're looking for the integration with 3CX Phone System version 10, you can download this same product bundled into the 3CX CRM Integration package, directly from 3CX, and buy licenses from the 3CX site.

What's the SugarCRM plug-in for 3CX Phone System?

The SugarCRM plug-in allows the integration between 3CX Phone System and SugarCRM. When an inbound call arrives to your extension, it looks for contact information in SugarCRM and shows the contact details in a screen pop-up. Also, you can easily launch outbound calls from the SugarCRM web interface.

 

Every phone field for a Contact, Lead or Account is used to match the callerid. You can configure the lookup order between these tables, and for example decide to avoid looking in the Accounts table.

 

Features like opening the contact record directly in SugarCRM, creating a call history record, and creating a new contact when the callerid is not matched are also included.

 

Launching calls from the SugarCRM web interface is really easy! You just need to add the customizations package included with the installation, and new links will be automatically added to the Contacts, Leads and Accounts pages. Clicking on the selected link will lauch an outbound call to that contact and connect it to your extension.

 

Supported SugarCRM versions and editions

The following table shows the SugarCRM versions and editions supported by this plug-in:

SugarCRM versionEnterprise EditionProfessional EditionCommunity Edition
6.1.2SupportedSupportedSupported
6.1.1SupportedSupportedSupported
6.1.0SupportedSupportedSupported
6.0.3SupportedSupportedSupported
6.0.2SupportedSupportedSupported
6.0.0SupportedSupportedSupported
5.5.4SupportedSupportedSupported
5.5.3SupportedSupportedSupported
5.5.2SupportedSupportedSupported
5.5.1SupportedSupportedSupported
5.5.0SupportedSupportedSupported
5.2.0SupportedSupportedSupported
5.1.0SupportedSupportedSupported

 

Supported languages

The following languages are supported by this plug-in:

  • English
  • Spanish

If you need to add another language to the list, just let us know and we'll work together to include it.

 

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