How to connect WhatsApp to SugarCRM | Callbell

It is necessary to have an account on both platforms, Callbell and SugarCRM , in order to carry out the process.

What is SugarCRM?

Sugar CRM is an extremely useful and interesting tool that works a little differently from other CRMs on the market today. This tool has the ability to choose to automate some tasks or not. Agents will have the possibility to enter all the information of their potential customers, making an automatic prediction of what could happen to these customers in the near future. This way you will be able to make predictions based on the data previously recorded.

Like other CRMs, Sugar also has the ability to save all the information of a specific contact, connect to other tools via API, send automated emails and much more.

What is Callbell?

How to integrate WhatsApp to Sugar CRM – Main method

1) Create a Callbell account and integrate with WhatsApp

2) Create an account in SugarCRM

Once this is done, you can use the Callbell API documentation to link your WhatsApp Business account with Sugar CRM according to your needs.

One of the most popular uses of this WhatsApp to Sugar CRM integration is contact management and synchronization. These functions are possible thanks to the section of the Callbell API documentation dedicated to contacts.

With this, for example, it will be possible to automatically synchronize the WhatsApp contacts generated in Callbell with the contacts section of Sugar CRM (and vice versa).

How to integrate WhatsApp to SugarCRM with Zapier – Alternative method

When a “zap” is triggered, Zapier can perform a specific action, such as creating a new contact in a CRM system.

If you’re looking for a quick and easy way to connect your IT tools, or want to save time on implementation, the Callbell integration in Zapier might be the perfect option for you. With Zapier, you can connect WhatsApp with SugarCRM easily and efficiently. However, it is important to note that using Zapier may incur an additional cost.

This provides a more complete and up-to- date view of customer interactions, allowing a better understanding of their needs and preferences.

Before you begin, you need to perform the following steps:

1) Create a Callbell account and integrate WhatsApp

2) Create an account in SugarCRM

3) Create a Zapier account

Once the previous steps have been completed and an account has been created in SugarCRM and Callbell integrated into WhatsApp . By using Zapier, you will be able to automate your operations between these two tools, establishing automation rules known as ” zaps “, which will be triggered by specific events.