Send DocuSign Docs From SugarCRM for Signing Contracts, NDAs, Agreements, and More

Posted by on July 23, 2019
E-signature solutions are a must these days for managing any document requiring a signature. Utilizing these solutions can greatly reduce the hassle and time to get key agreements signed and executed. DocuSign is a very popular signing solution and for good reason. And with this integration you can utilize DocuSign templates within SugarCRM and map fields between your docs and SugarCRM fields.

Bring in LinkedIn Profiles to SugarCRM Leads

Posted by on July 15, 2019
Using the new Chrome extension by Dreamer Technologies, you can copy over any connections or contacts in LinkedIn as a SugarCRM lead. It works with the latest LinkedIn UI and with Sugar On Demand. This reduces the copy/paste process by making it a single click to load a lead form and then another to save it to the CRM.

High-Level Overview of Mailchimp Combined With SugarCRM

Posted by on July 12, 2019
Check out this new high-level overview video of SugarChimp, the Mailchimp and SugarCRM integration. Learn how combining Mailchimp with SugarCRM using SugarChimp gives you a bi-directional integration between your CRM and Mailchimp.

Restore Deleted Records, Track Reasons, and More

Posted by on June 13, 2019
Not only are you able to restore deleted records, Trash Bin kicks it up a notch with the following additional abilities: Track reasons for deletions, Set up auto deletions, Turn on for any stock or custom module, Manage Trash Bin permissions. Read on to learn more.

Customize Your Theme With Pimp My Sugar

Posted by on June 11, 2019
Change your login splash page, alter the theme colors, and even customize visual icon indicators based on dropdown values with Synolia's Pimp my Sugar.