The Aircall-SugarCRM integration has a lot to offer by providing easy access to a more detailed view of your caller every time the phone rings. Thankfully, getting set up only takes a few minutes!
Before you start, make sure that you have admin rights in both Aircall and SugarCRM, and that you are using the same email address for both accounts. Please note that your Sugar CRM needs to be at least on the 10.0.x version in order to be able to install the integration.
-
Log in to the Aircall Dashboard.
-
Select Integrations & API on the left sidebar menu.
-
Click on Discover integrations and search for SugarCRM
-
Open SugarCRM and click on Install integration.
Now you will be guided through three easy steps outlined below.
Step 1: Authenticate Aircall
-
Click on New Authentication. This will open a screen for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself.
-
Click Create and then a pop-up will appear.
You will then be prompted to Select a number to link with the integration. You can skip this step if necessary, and are always able to add or remove numbers from the integration at a later time in your Aircall Dashboard.
-
After clicking Skip for now or Add Number.
Step 2: Authenticate SugarCRM
-
Click on New Authentication. This will open a pop-up for you to add a required Authentication name. You will see a default name already provided for you. While a name is required, it will not be visible anywhere so any name can be used here -- either the suggested default or a name that you choose yourself. You will also be prompted to enter your SugarCRM URL, username and password.
-
To find your CRM URL, please log into your SugarCRM account. Then, copy the main domain URL that appears in your browser and paste it into this field.
⚠️ Please note that you should copy only the main domain URL, without the "/" at the end. For example, if the full URL is "https://sg-aircall-demo.demo.sugarcrm.com/#Home/XxXxXxXx-XxXx-XxXx-XxXx-XxXxXxXxXxXx," you should only copy/paste "https://sg-aircall-demo.demo.sugarcrm.com"
-
Once your CRM URL, Username, and Password have been entered, please click Add.
Step 3: Complete the Installation
-
As a final step, you will need to enter your Sugar CRM account URL one more time. Once entered, click Finish.
⚠️ Please note that you should copy only the main domain URL, without the "/" at the end. For example, if the full URL is "https://sg-aircall-demo.demo.sugarcrm.com/#Home/XxXxXxXx-XxXx-XxXx-XxXx-XxXxXxXxXxXx," you should only copy/paste "https://sg-aircall-demo.demo.sugarcrm.com"
If the integration is successful, you will then be directed to your integration settings page!
🎉 Great, your integration is active! You're all set and ready to get the most out of your Aircall-SugarCRM integration.
⚠️ Please note: In order to view Opportunity information in your Aircall Insight Cards, you will need to be using a Sugar Sell or Enterprise plan as the Opportunity module is not available within Sugar Serve. For more information on the modules available with each SugarCRM license, please visit this page.