SugarCRM Outlook Plug-in

Jesse HellerSugarCRM, Tips & Tricks

OPI_AutoArchive_ArchiveToSugarViaEmailSugarCRM offers a free Sugar Plug-in for Microsoft Outlook.

The Sugar Plug-in for Microsoft Outlook, supports Microsoft Outlook 365, 2013, and 2010, provides the ability to perform the following actions in Sugar Ultimate, Sugar Enterprise, Sugar Corporate, and Sugar Professional:

  • Synchronize Contacts, Appointments, and Tasks between Sugar Plug-in for Microsoft Outlook and Sugar
  • Archive email items from Sugar Plug-in for Microsoft Outlook with Sugar Accounts, Bugs, Cases, Contacts, Leads, Opportunities, Projects, and Quotes
  • View Sugar records from within Sugar Plug-in for Microsoft Outlook
  • Create Sugar Accounts, Bugs, Cases, Contacts, Leads, and Opportunities

    • Click here to view the complete Microsoft Outlook Plug-in User Guide

    Here is a short demo on how to synchronize Contacts, Appointments, and Tasks between Sugar and Microsoft Outlook.