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Sugar CRM

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Integrating Sugar CRM with Freshchat enables you to handle customer relationships better.
Published by Spritle(about over 1 year ago)
Free
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3
Version History
Version 1.0
Supported for
By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
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OverviewRatings and ReviewInstallation InstructionsPrivacy & Security
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 4. View account data associated with a contact 5. View contact data associated with a contact 6. View lead data associated with a contact 7. View opportunity data associated with a contact account
1. After installing Sugar CRM, you need to enter the Sugar CRM account URL, username, password, client id, and client secret in the app settings page to authenticate with your Sugar CRM account 2. Once you are successfully authenticated, select account, contact, lead, and opportunity fields which is shown in the app widget 3. Then click, Install button to finish the installation You are now good to go!
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Data Management and Storage
Does your app use AI or GenAI features?
NA
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
NA
Does your app collect / process any End-User data?
NA
Does your app store any End-User data?
NA
Does your app share End-User Data with any third party entities?
NA
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
NA
Can the End-User data be exported?
NA
Can End-User data be accessed through your app logs?
NA
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
NA
Does your app allow customers to request a custom End-User Data retention period?
NA
For more information related to privacy and security, reach out to developer support
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