This is an overview of how you can use Aircall connected with SugarCRM. If you would like to learn how to configure your SugarCRM integration, click here.
See who’s calling and quickly access SugarCRM profiles
With Aircall’s Insight Cards, the caller’s name, any associated opportunities, and a link to the Prospect or Contact profile in SugarCRM will be displayed in Aircall as soon as the phone rings, or while you’re on the phone.
⚠️ 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.
Click-to-dial outbound calling
With Aircall’s browser extensions and desktop or web app, there’s no need to punch in every digit. Just click on a number from SugarCRM and it will open in your Aircall app.
Accepted number formats
Currently the E.164, International and National number formats are supported.
Troubleshooting: If caller details do not appear within Aircall, check to make sure that the number is associated with a Prospect or Contact within SugarCRM, and that the number format is supported by the integration.
Still in need of assistance? Please feel free to reach out to the Support Team and we’ll be happy to assist!