Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and SugarCRM integration
See the SugarCRM account, pipeline and case history before you answer in Tidio.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and SugarCRM
Start with the account
The SugarCRM account, contact and history mean the agent is not asking who this is.
Create a case properly
A problem described in chat becomes a SugarCRM case with the detail attached.
Handle a customer with an open deal
An opportunity in the pipeline changes how a support question gets answered.
Keep the record complete
Activities logged automatically mean the rep sees the conversation happened.
Overview
SugarCRM holds the account, the opportunities and the support cases in one place, which is exactly the context a conversation needs. Connecting SugarCRM to Tidio puts that in front of whoever answers: who this is, what they are buying, what went wrong last time. Conversations are logged back as activities, and a case can be created from the chat so nothing depends on somebody writing a summary afterwards.
Key features
- Account and pipeline in view The SugarCRM account and any open opportunity.
- Case history See what went wrong last time before replying.
- Cases created from chat A problem becomes a SugarCRM case with detail.
- Activities logged Each conversation is written to the record.
SugarCRM
CRM
Tags
CRM
Contact Sync
How it works
Connect SugarCRM in minutes
1
Connect SugarCRM and Tidio
Zapier, Integrately or Make links the two, or the Tidio API and the SugarCRM API talk directly.
2
Match on email or account
Find the existing SugarCRM record first, and create only when nothing matches.
3
Log summaries and cases
Short activities, and a case when somebody else has to act.
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Get inbound chats into Close as leads while a rep can still answer in minutes.
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Frequently asked questions
Common questions about the SugarCRM integration
Should every chat become a case?
No. Log an activity for every conversation and create a SugarCRM case only when work has to continue after the chat ends. A case list padded with questions that were answered in two minutes makes support reporting useless.
What stops duplicate contacts?
Matching before creating, on email and then account domain, and only creating a SugarCRM record when there is an identifier worth keying on. A contact with a first name and nothing else is a duplicate somebody will merge later.
Is the SugarCRM integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the SugarCRM integration.