CallHippo + Sugar Integration

Manage Your Sales & Support With Our Sugar Integration

Make & receive client calls seamlessly right from Sugar without switching applications. With CallHippo’s Sugar integration, you can now keep a tab on all your call activities directly from Sugar. Get all your call activities, texts, call recordings, and voicemails logged automatically under “Contacts and Deals”. Sign up with CallHippo to experience the benefits now!

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Sugar Integration Feature

Personalize Every Interaction

CallHippo instantly displays a customer’s Sugar contact history and information when a call is connected. Agents can use this information to personalize interactions and provide optimal service.

Boost Agent Productivity

Save agents the inefficiency of switching between two applications with the ability to perform CallHippo's actions within Sugar. Agents will be able to create activities and update notes without ever leaving Sugar.

Streamline Agent Workflow

CallHippo’s automated workflows eliminate the need to manually enter data in two different systems. Save agents time by configuring certain CallHippo events to automatically trigger Sugar actions.

Data Synchronization
Data Synchronization

CallHippo automatically synchronizes contacts and activities, between Sugar and CallHippo in real-time. When agents have the most up-to-date information, they can better serve your customers’ needs.

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Make Calls from Sugar

Get a click-to-call button next to the phone numbers on your Sugar.

Click it and call your leads and customers right from the Sugar. All your contacts will be synced with the Callhippo dialer. Whenever you update contact or add a new contact after integration. It will sync with the dialer within 1 hour.


Track All Your Call Activities on Sugar

With Sugar integration, you can keep a tab on all your call activities directly from the Sugar. Thus, it eliminates swapping between different windows. You will get call activity on your Calls tab in SugarCRM whenever any call is made to or is received from your SugarCRM contacts in Callhippo dialer. You can also click on that call log in SugarCRM for detailed information.

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Published by Nishita

Last updated: December 8, 2021