¶ SugarCRM V4 Configuration
SugarCRM does not require any special configuration.
.
¶ CRM Integration Service
Configure the CRM Integration Service with the following options:
Pressing the toggle button will enable or disable the service.
(E.g. On/Off)
- CRM Type
Select one of the CRM services supported by PBXware.
(E.g. SugarCRM)
- API Version
Select one of the API versions
(E.g. v4)
- API URL
(E.g. https://{SugarCRMLoginPage}/service/v4/rest.php)
- Page URL
(E.g. https://{SugarCRMLoginPage})
'Save to enable' button will appear which indicates that a user has to populate all fields on the page and 'Save' settings.
After populating all fields and saving the settings, the 'Test' button will appear.
Upon clicking the button, users will be prompted to a different pop-up window where they can enter the CRM account information in order to test the configuration.
- Username:
Provide the CRM account's username.
- Password:
Provide the CRM account's password.
- Caller ID:
Caller ID to search for a customer (optional).
- Log Call:
Setting 'Log call' to 'Yes' will create a log inside CRM.
(E.g. Yes/No)
After providing all the necessary information, press 'Run' and the CRM Integration test will be started.
¶ Log Options
Users can enable the CRM default log options that each gloCOM instance is going to use. In addition, each gloCOM instance can set its own log options if needed.
The default log options are:
- Log inbound calls
(E.g. Yes/No/Not Set)
- Log outbound calls
(E.g. Yes/No/Not Set)
- Log answered calls
(E.g. Yes/No/Not Set)
- Log unanswered calls
(E.g. Yes/No/Not Set)
- Upload recordings
(E.g. Yes/No/Not Set)
- Please refer to the example of how to integrate SugarCRM with PBXware:
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¶ SugarCRM V10 Configuration
SugarCRM does not require any special configuration.
.
¶ CRM Integration Service
Configure the CRM Integration Service with the following options:
Pressing the toggle button will enable or disable the service.
(E.g. On/Off)
- CRM Type
Select one of the CRM services supported by PBXware.
(E.g. SugarCRM)
- API Version
Select one of the API versions
(E.g. v10)
- Page URL
(E.g. https://{SugarCRMLoginPage})
'Save to enable' button will appear which indicates that a user has to populate all fields on the page and 'Save' settings.
After populating all fields and saving the settings, the 'Test' button will appear.
Upon clicking the button, users will be prompted to a different pop-up window where they can enter the CRM account information in order to test the configuration.
- Username:
Provide the CRM account's username.
- Password:
Provide the CRM account's password.
- Caller ID:
Caller ID to search for a customer (optional).
- Log Call:
Setting 'Log call' to 'Yes' will create a log inside CRM.
(E.g. Yes/No)
After providing all the necessary information, press 'Run' and the CRM Integration test will be started.
.
¶ Log Options
Users can enable the CRM default log options that each gloCOM instance is going to use. In addition, each gloCOM instance can set its own log options if needed.
The default log options are:
- Log inbound calls
(E.g. Yes/No/Not Set)
- Log outbound calls
(E.g. Yes/No/Not Set)
- Log answered calls
(E.g. Yes/No/Not Set)
- Log unanswered calls
(E.g. Yes/No/Not Set)
- Upload recordings
(E.g. Yes/No/Not Set)
¶ CRM Behavior options
Users can manage the creation of new Leads, Contacts, or Accounts based on caller ID availability.
- With 'Create a new item if it doesn't exist' enabled: If the caller ID is unknown, the system will open the creation page in the CRM corresponding to the 'Default module' selected. For instance, if 'Leads' is chosen, a new Lead creation page will be presented.
- With 'Create a new item if it doesn't exist' disabled: If the caller ID is unknown, the CRM remains inactive. Conversely, if the caller ID is recognized, the system will automatically navigate to the relevant page for the existing Lead, Contact, or Account.
This allows users to customize how the system responds to unknown or recognized caller IDs, enhancing contact management efficiency.
- Default module
Select one of the modules supported by CRM.
(E.g. Leads)
- Create a new item if it doesn't exist:
(E.g. Yes/No/Not Set)
.
¶ gloCOM Configuration
Each gloCOm user should set its SugarCRM username/password details.
Please refer to the example of how to integrate SugarCRM with gloCOM: