by Faye

Sugar Box Integration is a simple, scalable, and affordable solution to manage documents, media, and all your content online. Share files as a link. Sync files on the desktop. It’s file sharing, reinvented. You can securely access, share, and collaborate on files anywhere.

Get It Now

By clicking you consent to share your profile with the developer

SugarCRM _ Box.png

Expand, Share and Connect

With the Faye Sugar Box Integration, you can manage, access, and share any amount and type of file on Box within Sugar, ensuring your sales team has the most up-to-date materials. You can also create shared workspaces within Sugar to collaborate with colleagues, partners, and customers. In addition, salespeople can email files, edit documents, fax agreements, and sign contracts within Sugar using services from Box’s other integrated services.

Box Outfitters 2.png

Key Benefits

  • Ensures your customer facing team has the most up-to-date materials and never lose track of a customer document
  • Create seamless experience for users of both Sugar and Box

Key Features

  • Manage all documents and uploads for any record in Sugar (accounts, leads, opportunities, and anything else)
  • Map any field in a Sugar record to the corresponding Box folder
  • Share, tag, edit, upload, and revise documents from within the Sugar record
  • Drag-and-drop file uploads
  • Preview and tag documents right inside of Sugar

Requirements

The software is compatible with Sugar Sell, Sugar Serve, and Sugar Enterprise 11.0 and greater.

Other Add-Ons of interest