
Sugar's Enhanced Plug-in for Outlook allows you to archive emails to Sugar, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. The plug-in is available with all commercial editions of Sugar and must be installed on each computer running Outlook where the plug-in is desired.
1. Installing the SugarCRM Outlook Connector
2. SugarCRM Setup and Authentication within Outlook
3. Outlook Connector Settings
4. Archive Email and Sync Calendar
5. Creating Records from Outlook into SugarCRM
We welcomed Act-On's Kade Swanson-Theisen and Andy Porter for a morning brew to discuss what's new and what's next for the Marketing Automation platform.
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