OnceHub is an end-to-end scheduling solution that makes it simple for businesses to interact with prospects and customers at every stage of the customer lifecycle.
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.SugarCRM Integrations
It's easy to connect OnceHub + SugarCRM without coding knowledge. Start creating your own business flow.
Triggers when a booking status is changed to one of the following: Scheduled, Rescheduled, Canceled, Completed, or No-show.
Triggers when a booking is canceled.
Triggers when a booking is completed.
Triggers when the status of a booking is changed to No-show.
Triggers when a booking is rescheduled.
Triggers when a new booking is scheduled.
Triggers when you add a new case
Triggers when you add a new contact
Triggers when you add a new lead
Triggers when you add a new opportunity
Triggers when you add a new task
Triggers when you add a new user
Create a new case
OnceHub is a cloud based spution for managing call center operations. With OnceHub, users can view and manage all of their call center activity in one place. OnceHub integrates with SugarCRM, a customer relationship management (CRM. software that also provides call center features such as call recording, case management, and reporting capabilities. OnceHub and SugarCRM integration means call center managers can work on tighter schedules and better manage the sales and marketing teams.
The integration of OnceHub and SugarCRM gives business organizations an opportunity to save money on the operational costs while improving the productivity. There are some key benefits of integrating OnceHub with SugarCRM.
With OnceHub integrated with SugarCRM, users can view all of their customer interactions from a single dashboard. From this dashboard, users have access to all case records from SugarCRM. They can see all interactions from a single screen rather than going to several different applications every time they initiate a case. The integration helps users spend less time looking for things and more time on what matters most to them.
Once your data is available in OnceHub, you can easily import it to SugarCRM. You can add new contacts or add cases that you created in SugarCRM into OnceHub at any time. In addition, you can add new contacts from OnceHub into SugarCRM when needed.
In order to create a case from SugarCRM, a user has to leave the application and go to the SugarCRM website. When a user returns to the SugarCRM website, he/she has to find the case information in order to continue working on it. This is inefficient because the user has to constantly switch between applications instead of working within them. However, with OnceHub integrated with SugarCRM, users do not have to leave OnceHub to create cases. Instead, they can create cases without leaving OnceHub. They can log into OnceHub, create a case in OnceHub, and then use the built-in link to open the case in SugarCRM. As soon as they click on "Create Case", the case will automatically open in SugarCRM. Users do not have to worry about saving information or switching between applications because everything they need is right there in OnceHub!
Integration of OnceHub with SugarCRM results in cost-savings, better productivity, and more accurate call center management. When you need help building your sales pipeline or creating sales proposals, contact us for assistance!
The process to integrate OnceHub 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.