SugarCRM Integration with 8x8 Virtual Office

SugarCRM Integration is FREE with 8x8 Virtual Office

Impress your callers and clients with how well-informed you are. Use the 8x8 Click2Pop plug-in for SugarCRM, and calls automatically retrieve their SugarCRM record to provide you with all their details at your fingertips.

Streamline Interactions

Install the free client plug-in and server module and get two powerful functions:

  • SugarCRM Screen Pops: When you receive a call from a number matching one of your records in SugarCRM, that record automatically pops up on your computer screen so you are informed and ready to act.
  • Easy Web Dialing: Click2Pop highlights phone numbers that appear your web browser or in SugarCRM with a green phone icon. Simply click the Click2Connect Green Phone Icon and your call is connected.

Sweet Benefits

  • Screen pops give immediate access to SugarCRM customer information
  • Instantly update your SugarCRM contacts while you’re on the phone
  • Make calls directly from your web browser or web pages with one click
  • Save a document or spreadsheet as HTML and use it as a clickable calling directory
  • Dazzle your callers with your familiarity with their account and your powers of recollection
  • Save time and increase employee productivity

Easy and Efficient

Your contact’s SugarCRM record pops up on your computer screen for incoming calls so you get information about them at a glance. And when you’re ready to make calls from your web browser, just click the green phone.

Server Requirements

  • The SugarCRM integration functionality has been tested with SugarCRM installations on a local, on-premises or co-located server. It is not for use with Hosted SugarCRM.
  • 8x8 developed and tested this plug-in on Sugar Community Edition Version 6.4.2 (build 7513).
  • Server module searches the following record types: Contacts, Leads, Accounts, Prospects and Users.
  • Within each record, the module only searches for a telephone number matching phone number fields such as Office, Work, Home, Mobile, Alternate.

Client Requirements

  • Operates on Windows XP, Vista and Windows 7.
  • Supported browsers: Google Chrome 22.x and higher, Internet Explorer version 6.0 and higher, and / or Firefox version 3.0 and higher.  Safari, and Opera are not supported.
  • You must have Administrator rights to the PC to install the plug-in.
  • Follow the instructions in the Click2Pop for SugarCRM Guide to connect your SugarCRM database with Click2Pop.
  • Click2Pop dials the number exactly as it appears in the browser so international numbers or long distance numbers must include country codes/area codes.
  • Click2Pop does not work on non-numeric phone numbers (e.g. 1-800-DOG-CARE).

Download the Click2Pop for SugarCRM User Guide
Download the Server Side Software
Download the Client Side Software