Connect your phone and CRM to offer better customer experiences
The Aircall Integration for Sugar Sell is designed to make salespeoples’ lives easier by offering a simple solution to bi-directionally sync data between Aircall and Sugar Sell. Now, sales professionals can easily update CRM records with call data, all while removing the need to hop between systems to keep lead and account records up to date.
No matter the platform you are currently using, data can be quickly and efficiently synced to the other platform with a simple click of a button! This provides you with a seamless, real-time data sync while reducing complexity for reps, managers, and leaders in sales. Specifically, the Aircall Integration for Sugar Sell allows users to:
- Click a phone number in their Sugar Sell contact record to instantly dial that number in Aircall
- Take notes in the Aircall interface and instantly create a Sugar Sell call record with those notes included
- Match inbound phone calls to their respective Sugar Sell contact/lead record, positioning reps with near-instant context into who they are about to speak with
How it Works
When using the integration, a screen pops up to the right of your SugarCRM window that has a space to take notes while on the call.
Once the call is finished, you can find your notes on the record in the Aircall subpanel.