Integrate CloudTalk with SugarCRM

Appy Pie Connect allows you to automate multiple workflows between CloudTalk and SugarCRM

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About CloudTalk

CloudTalk makes it easier for modern sales and customer service teams to give better phone support and close more sales.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

Want to explore CloudTalk + SugarCRM quick connects for faster integration? Here’s our list of the best CloudTalk + SugarCRM quick connects.

Explore quick connects

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Connect CloudTalk + SugarCRM in easier way

It's easy to connect CloudTalk + SugarCRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Call

    Triggers when call is made via CloudTalk.

  • New Contact

    Triggers when a contact is created or updated in CloudTalk.

  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • Actions
  • Create Contact

    Create a contact.

  • Update Contact

    Update an existing contact.

  • Create Case

    Create a new case

How CloudTalk & SugarCRM Integrations Work

  1. Step 1: Choose CloudTalk as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SugarCRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from CloudTalk to SugarCRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of CloudTalk and SugarCRM

There are many kinds of companies and businesses. Some have a large number of employees while some do not have too many. It also depends on the niche you are in. Whether your business is small, medium or large, there are always lots of things to do. You need to keep track of everything. You may be in need of an app that can help you with everything and CloudTalk and SugarCRM integration will be helpful for you.

With this integration, you can store all your documents from CloudTalk with SugarCRM and vice versa. With just one click, you can share files and get access to them on CloudTalk. This helps you a lot and makes work easier.

If you want to integrate CloudTalk with SugarCRM, then it’s not very difficult. In fact, it’s very simple. Just fplow the steps given below:

  • Go to SugarCRM Admin Panel and then select Apps in the left navigation bar.
  • Now, click on External Application Settings under the Workflow Processing tab.
  • Thereafter, search for CloudTalk in the Search Box and click on the Connect button.
  • Click Install under the Integration Details tab. This will create an entry in the list of installed integrations.
  • To configure the integration, go to Settings > Account Settings > Server Settings > User Permissions > External Applications.
  • Now, make a new external application by clicking on New Application Name under the External Applications tab.
  • Then, enter a name for your application and click Save. Once you save this application, a new entry will appear under the External Application list.
  • Again, click on the Back button and go to the Apps section under the Workflow Processing tab. Select your newly created application and click Configure.
  • Then, click on Edit under the OAuth Client ID section. A pop-up box should appear wherein you have to enter your OAuth Client ID and Client Secret Key. These two things will be provided by CloudTalk support team. Once entered, click on Save Changes.
  • Finally, go back to your External Applications tab again and then select your external application from the list of applications installed in SugarCRM. So, now you have successfully integrated CloudTalk with SugarCRM.
  • This integration has made your work easy and saved your valuable time as well. With this integration, you can enjoy the benefits of both CloudTalk and SugarCRM without any problem. If you want to know how to use this integration or how to further integrate these two apps then get in touch with CloudTalk support team today!

    The process to integrate CloudTalk and SugarCRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on March 14,2023 02:59 pm