Introducing Microsoft Dynamics and SugarCRM integration

Microsoft Dynamics and SugarCRM integration

Santhosh Guru

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We are adding Microsoft Dynamics and SugarCRM to our buffet of CRM integrations offering. With these integrations you can do the following:

  • Your new visitors chatting with you are saved as a lead or contact in your CRM system. Your conversations with them can be saved and tracked as activity or case.
  • If a visitor is already existing in your CRM, you can get to know all the details right inside the chat itself. No more shuffling between tabs.

Both of these integrations is available in our Fantastic plan and above. You can try it for a week and then upgrade to use the integrations.

Check out our how-to guide on setting up the integration with Microsoft Dynamics CRM and SugarCRM.

 

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