by Fanatical Labs

Enable your support and sales teams by giving them the visibility they need. With this Zendesk and SugarCRM integration your teams will be able to stay up-to-date on all relevant records whether you are in Zendesk or in Sugar.

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Save Time & Keep Your Entire Team Informed

No longer will your sales/marketing and support teams be disconnected. This integration gives your employees the best views of Zendesk and Sugar without constantly having to flip between both systems searching for information that is hard to find.

Our integration allows you to see your Sugar Contact, Lead, Account and Opportunity data right from within Zendesk in contextual views without any extra effort from your employees. It will also allow you to view your Zendesk Tickets and all public and private Ticket Comments from right within Sugar, again in a contextual way that saves lots of time. The integrations supports all Sugar custom modules and fields, as well as Zendesk custom fields.

Why use Zendesk?

Zendesk is a platform that helps turn interactions into lasting relationships. As many Sugar customers are finding out themselves, it is a better way to do support for your customers. With Zendesk your team can accept and manage chat messages, phone calls, and emails all in one place.

View Zendesk Tickets In Sugar

Say you're about to call a customer. First you'll probably look them up in Sugar to get their contact information and then you may check some notes and the status of their account to make sure you're prepared. With our Zendesk Ticket dashlet for Sugar, you will also be able to see any open tickets the customer has with your company. This may save a potentially embarrassing call if you were not aware of an urgent priority item before the call.

Our integration helps keep you prepared and on top of your current customer issues.

After installing the module and adding the Zendesk Tickets dashlet in Sugar, you can see all of the associated Zendesk Tickets on your Sugar Contacts, Leads, Accounts and Opportunities.

View Zendesk Tickets Inside Sugar

You can filter and sort to get to exactly what you need to see without having to flip back and forth between Sugar and Zendesk. You can click the arrow to open the ticket in Zendesk, or you can click the Ticket Subject and see all of the Ticket details, including all public and private comments, without ever having to leave Sugar.

View Tickets Details and Comments Inside Sugar

View Sugar Data in Zendesk Support & Chat (Zopim)

When your support agents interact with customers in Zendesk, they're missing a huge part of your customer's data by not having easy access to the Sugar data from within Zendesk. Our integration allows the Zendesk support agents see any and all Sugar data you want to be visible to the support agents.

View Sugar Data Inside Zendesk

Maybe you have support contract information, license keys, support dates, other custom fields specific to your business that the support agent needs to properly support your customers. With our integration it is possible to have all of this immediately available in the correct context without any extra work from the support agent directly within Zendesk. No need for extra tabs open and fumbling around CRM.

All of this data can also be enabled in Zendesk Chat (Zopim). This is extremely helpful when helping customers in real-time.

Do you have custom fields or modules you would like to see in the Zendesk app? Not a problem. Any custom modules that have a link to your Accounts, Contacts, Leads modules can be connected and displayed in Zendesk. You can also customize the exact fields you would like to see in Zendesk.

View Sugar Data Inside Zendesk Chat

Sync Zendesk Tickets, Users and Organizations to SugarCRM

Whenever Zendesk tickets or Live Chats come in, would you like to create Leads in Sugar? Do you have custom workflows in SugarCRM that need to trigger when Zendesk tickets are created or updated? Or maybe you want to report on Zendesk tickets within Sugar? Maybe you have a customization that relies on SugarCRM Cases module?

The Zendesk Ticket to SugarCRM sync allows Zendesk Ticket, User and Organization data easily flow into SugarCRM when Zendesk Tickets are created or updated. The process is very flexible and configurable. You can sync Zendesk Tickets, Users and Organizations to any modules and fields (including custom modules and custom fields).

Sync SugarCRM Contacts to Zendesk Users

For many of our B2C customers, there is a need for having all of their SugarCRM contacts be automatically synced to Zendesk. When a customer contacts support (via email, chat, phone, etc.) and it is received by the support agent in Zendesk, with the SugarCRM to Zendesk contact sync enabled, all of the information from Sugar about that contact would already be visible and accessible by the support agent. This is handy whenever SugarCRM might contain a phone number and email address, but Zendesk may not know about either of those contact data points. With the contact information already synced over, at the time a customer calls in, emails, starts a chat, the information can already be populated.

Sync Zendesk Ticket Data to Sugar

Supports All Version & Editions if Sugar, On-Site & On-Demand

If you were previously using a Zendesk integration but it stopped being supported (Sugar 7.5 and above), this is the integration you're looking for. We have created a Zendesk integration that will support the versions the previous integration did not. It is created and supported by the same team that brought you SugarChimp. We're an experienced team that creates reliable solutions and provides great support.

Supports SuiteCRM and Sugar 6 Community Edition

If you use SuiteCRM or Sugar 6, the integration will work for your company. We support all SuiteCRM versions and editions and SugarCRM Community Edition versions 6.5 and higher. For SuiteCRM users, please start your trial in the SuiteCRM Store.

Safe & Secure

This integration was built using the latest Sugar and Zendesk APIs. It uses two-sided OAuth authentication method so Sugar and Zendesk can securely communicate with each other while giving you all the control to revoke access at any time.

Try the Full Solution for Free

Click here to start your free trial. You can use the full solution for a full 30-days. After going through the checkout process you will be provided the license key and download needed to try the product. If you have any questions at all create a support case and we'll help you.

Pick the Plan Best for You

The Ultimate edition provides advanced Sugar Contact to Zendesk User syncing and everything listed below. This is commonly used by our larger B2C customers. It also includes everything below.

In the Professional edition, you have the ability to see more modules and more fields from SuiteCRM within the Zendesk App. This allows you and your Zendesk support agents get to your business-specific information they need all from within Zendesk. We'll even set it up for you.

In the Basic edition, there are a number of supported modules and fields by default. Learn more to see that full list and learn more about configuring modules and fields in general.

Ultimate

Contacts Sync
  • Auto-Sync Sugar Contacts to Zendesk
  • Sync Zendesk Ticket, User, Orgs to Sugar
  • Control what displays in Zendesk
  • Supports custom modules
  • Supports custom fields
  • View Zendesk Comments In Sugar
  • View Zendesk Tickets In Sugar
  • View Sugar Data in Zendesk
  • Free 30-day Trial
  • Sugar 7 On Demand and Self Hosted
  • Outstanding support
  • Unlimited users

Professional

Dual Integration Plus
  • Auto-Sync Sugar Contacts to Zendesk
  • Sync Zendesk Ticket, User, Orgs to Sugar
  • Control what displays in Zendesk
  • Supports custom modules
  • Supports custom fields
  • View Zendesk Comments In Sugar
  • View Zendesk Tickets In Sugar
  • View Sugar Data in Zendesk
  • Free 30-day Trial
  • Sugar 7 On Demand and Self Hosted
  • Outstanding support
  • Unlimited users

Basic

Dual Integration
  • Auto-Sync Sugar Contacts to Zendesk
  • Sync Zendesk Ticket, User, Orgs to Sugar
  • Control what displays in Zendesk
  • Supports custom modules
  • Supports custom fields
  • View Zendesk Comments In Sugar
  • View Zendesk Tickets In Sugar
  • View Sugar Data in Zendesk
  • Free 30-day Trial
  • Sugar 7 On Demand and Self Hosted
  • Outstanding support
  • Unlimited users
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Rating
Rating
  • "ZenDesk integration was one of the things that attracted us to SugarCRM. Fortunately this add-on is really great. And the developers are excellent - they really went out of their way to collaborate with ZD users."

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