SugarCRM Tutorial

Step 1

Go to the Addons section and select the SugarCRM configure option.

Step 2

Then you can enter your SugarCRM URL, username and password.

Sending offline messages to SugarCRM

After the configuration process you can send offline messages to SugarCRM. This will create a new contact person and a case.

Sending chat transcripts to SugarCRM

The same function is available for sending chat transcripts to SugarCRM. You can also trigger the action from a chat session with a chat command.

  • $sugarcrm - Create SugarCRM case from current chat