SugarCRM SupportKnowledge BaseConnectors and Integrations

Connectors and Integrations

The Connectors and Integrations section of Sugar's Knowledge Base includes information specific to the connectors which are available for configuration or, in some cases, installation within Sugar.

Topics

  • Creating Cases Via the Twitter Dashlet

    If your organization has a presence on Twitter, customers may use it as a means of communication when they need assistance. The Tweet to Case feature in Sugar allows users to create cases directly from these incoming tweets by clicking the "+ Create Case" option in the Twitter dashlet. This article covers how to enable the Tweet to Case feature and create a case directly from the Twitter dashlet.

  • Disabling InsideView

    Connectors in Sugar allow users to gather and manage company-type or person-type information for relevant modules (Accounts, Contacts, Leads, Opportunities). InsideView provides detailed and up-to-date information on which can be used, for example, with prospects to assist with qualifying leads in Sugar. In Sugar 6, the InsideView connector is enabled out-of-the-box for the Accounts, Contacts, Leads, and Opportunities module. If InsideView will not be utilized in your Sugar instance, administrators can disable it throughout the system to prevent users from accessing the connector.

  • Integrating With GoToMeeting for Admins

    Sugar's Connector for Citrix GoToMeeting® allows users to initiate or join a GoToMeeting session directly from within Sugar's Meetings module. This article covers the administrator's configuration of the GoToMeeting connector, which must be completed before users can enable and use the connector. For information about enabling and using the connector for individual user accounts, please refer to the Integrating With GoToMeeting for End Users article.  

  • Integrating With Google for Admins

    Sugar's Google connector allows users to import their Google contacts to Sugar® and link documents in Sugar to documents stored on the Google Drive™ online storage service. This article will cover the administrator's configuration of the Google connector which must be completed before users can enable and use the connector. Information about enabling the connector for user accounts and utilizing the Google connector is available in the Integrating With Google for End Users article.

  • Integrating With Google for End Users

    Sugar's Google connector allows users to import their Google contacts into Sugar® and link documents in Sugar to documents stored on the Google Drive™ online storage service. This article covers enabling the connector for user accounts and utilizing the connector to create documents as well as import Google contacts to Sugar. While this article covers the necessary steps for end users to take, an administrator must have first configured the Google connector for the instance as described in the Integrating With Google for Admins article. 

  • Integrating With Twitter in Sugar 7 for Admins

    Sugar's Twitter connector allows users to view tweets and create cases from tweets via the Twitter dashlet on the Home page and Intelligence pane. This article will cover the administrator's configuration of the Twitter connector which must be completed before users are able to enable and use the connector. Information about enabling the connector for user accounts and utilizing the Twitter dashlet to view feeds is available in the Integrating With Twitter in Sugar 7 for End Users article.

  • Integrating With Twitter in Sugar 7 for End Users

    Sugar's Twitter connector allows users to view tweets and create cases from tweets via the Twitter dashlet on the Home page and Intelligence pane. This article will cover enabling the connector for user accounts and utilizing the Twitter dashlet to view feeds. While this article covers the necessary steps for end users to take, an administrator must have first configured the Twitter connector for the instance as described in the Integrating With Twitter in Sugar 7 for Admins article.

  • Integrating With Twitter in Sugar 6 for Admins

    Sugar's Twitter connector allows users to view tweets related to their records from within Sugar. This article will cover configuring the Twitter connector and controlling the Sugar fields which are used by the connector. The steps in this article must be completed before users are able to enable and use the connector. Information about enabling the connector for user accounts is available in the Integrating With Twitter in Sugar 6 for End Users article.

  • Integrating With Twitter in Sugar 6 for End Users

    Sugar's Twitter connector allows users to view tweets related to their records from within Sugar. This article will cover enabling the connector for user accounts and controlling the Sugar fields which are used by the connector. While this article covers the necessary steps for end users to take, an administrator must have first configured the Twitter connector for the instance as described in the Integrating With Twitter in Sugar 6 for Admins article.

Last modified: 08/31/2016 04:55pm

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