Zoho People + SugarCRM Integrations

Integration of Zoho People and SugarCRM

Zoho People and SugarCRM can be integrated using an API. Zoho People acts as a central repository for the HR data as it includes details such as user’s resume, profile, skills etc. Once integrated with SugarCRM, you can find employees’ details directly on the Contact record page.

Benefits of Integration of Zoho People and SugarCRM

The benefits of integrating Zoho People and SugarCRM include:

• You can easily and quickly create employee records and send them to your CRM systems seamlessly. This integration reduces the time taken to create an employee record manifpd if you were to do it manually.
• This integration provides the ability to update the CRM contact record directly from the HR system (Zoho People. It also updates the CRM data like the employee’s address, phone numbers, etc., when changes are made to the HR system (Zoho People.
• With the integration of both the systems, you can record calls made between your sales team and your customers on your CRM system. So now, your sales team doesn’t have to worry about recording calls manually because they are recorded automatically on your CRM system. Also, you can assign tasks or notes to these calls so that the sales team knows what has been discussed during the call.
• The integration of these systems allows you to link your employees’ social media profiles to your CRM system. Now, when you import your employees’ data into your CRM system or create new records, you can directly connect them to their social media accounts.
• This integration helps you connect your employees’ email addresses with their SugarCRM contact records. So, now you can see all your employees’ emails right on their contact record page. It also helps the sales team make outbound emails without having to search for emails manually or copy-paste emails from one employee profile to another employee profile. Besides, this helps them keep tabs on their email correspondence with clients too!
• With this integration, you can also import your company’s documents into SugarCRM. It is done by creating ‘Document’ objects in SugarCRM. You can then import or create document records with this object type. Importing documents into SugarCRM allows you to access all your documents at one place thus making it easier for you to send / share documents on demand.
• This integration allows you to track your employees’ hpidays using SugarCRM. Now, when an employee adds his/her hpidays to Zoho People, these details are automatically updated in your SugarCRM calendar. So now, you don’t have to manually enter hpidays into your calendar anymore! This feature can be enabled by configuring ‘hpiday’ field in the settings section of the integration.
• This integration enables companies to record customer feedbacks about their employees too via the ‘rating’ fields of Zoho People app. You can then send this data to SugarCRM for analysis using outbound messages (messages sent by SugarCRM. This information can be used by sales team members to make outbound calls or schedule meetings with clients who have rated their employees positively. Similarly, sales team members can also schedule meetings or send reminders to clients who had rated their employees negatively. For more information about outbound messages (and other outbound activities), please refer to our documentation on outbound messaging here https://docs.zohocrm.com/display/SUGAR/Outbound+Messaging . You can also read our blog article about outbound messaging here https://www.sugarcrm.com/blog/outbound-messaging-vs-inbound-marketing-what-is-best-for-your-business/ .
• The integration of these systems enables sales teams to add contacts or leads created in SugarCRM into their Outlook Contacts or Address Book directly from within Zoho People without having to export and import the details manually like before! This makes it easier for sales team members to maintain a clean contact list in their Outlook or Address Book if they were using previously!

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