Seamlessly connect your SugarAI and Salesforce to unify your sales and customer data. This integration enables effortless two-way synchronization of Accounts, Contacts, Leads, and Opportunities, ensuring that both systems stay perfectly aligned. Empower your teams with real-time updates, improved lead management, and accurate pipeline visibility without manual data entry. Boost collaboration between teams, enhance customer engagement, and drive smarter business decisions.
Installation Guide
Installing the Add-on
1. In SugarAI, go to Settings, then navigate to the Developer Tools section, and click on Module Loader.
2. Choose a file, and then click on the Upload button.
3. The "SugarAI to Salesforce Integration" module was successfully imported. Then, go to Settings, navigate to the SugarCRM to Salesforce Integration Configuration section, and click on the License Configuration option.
4. Add the License Key, and then click on the Validate button.
5. In Settings, click on SugarAI to Salesforce Integration Configuration.
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