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Setting up the SugarCRM Outlook Connector

Tom Risbrook
September 11, 2019
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Setting up the Outlook Connector

What if there was a way you can keep using Outlook while synchronizing records to SugarCRM?

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.

We have created a guide for setting up and using this feature in your SugarCRM system. We have broken it down the steps into the 5 videos:

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

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

Click here to learn more about SugarCRM.

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