SugarCRM and Zoom Integration To Level Up Your Business

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Sugar CRM Integration with Zoom

Distance is no longer a hindrance in closing big deals as innovative communication technologies have made it quite easy. With a number of video conferencing tools in the market, Zoom stands out as many companies are leveraging it to have seamless virtual communication around the world. 

However, Zoom alone isn’t a complete solution when it comes to communicating with the customers. To win your customers, you need SugarCRM and Zoom integration as SugarCRM ensures smooth database management and helps streamline communication with clients across different channels. 

Without any further ado, let’s dive in to learn more about SugarCRM and Zoom integration and how it can help your business. 

Schedule Calls Right From Your CRM

Switching apps makes things redundant and consumes time that can be spent on executing different tasks. With CRM and Zoom integration, users can easily schedule calls on Zoom with clients right from their SugarCRM. This will also allow you to share the link of your Zoom meeting with the client by accessing the contact database in your CRM. 

Streamline Workflows 

Another benefit of Zoom integration with CRM is that it allows you to streamline your workflows and leverage them for seamless communication. You can set workflows in your Sugar to automatically add contacts to a meeting in Zoom and get things done on the fly. 

Share Meeting Links

Schedule your meetings on Zoom with access to your calendar in SugarCRM. You can automatically share the meeting links with your clients. This will cut the hassle of sending meeting invites manually as the SugarCRM Integration with Zoom will allow you to send all the meeting information automatically.

Automatically Add Attendees to Webinars

Now, if you are using Zoom for conducting webinars, you can automatically add attendees from the contacts in your CRM. Not just this, CRM also allows you to send personalized emails to your contacts. So, integrating Zoom with SugarCRM helps in informing the attendees about the schedule, topics to be discussed and any other changes as required- more efficiently and in less time. 

Reschedule and Delete Meetings

With SugarCRM and Zoom integration, users can’t just schedule calls from within the CRM platform but also update, reschedule and delete them with just a click from their Sugar. This means no more worrying about manually updating your schedule and getting more done in less time.

Robust CRM Reporting 

Make the most of Zoom integration with SugarCRM by deriving actionable insights from your CRM. Now, CRM users can easily generate meeting reports right in their CRM and better plan their meetings and optimize the schedules. Additionally, by leveraging SugarCRM Dashboards, all data from Zoom conferences can be used for better decision making and improving productivity. You can also keep track of the minutes spent in a meeting, messages sent and received, the location of users and the network quality through Zoom reports in your Sugar. 

The Bottom Line!

SugarCRM and Zoom integration is the solution to all your virtual meetings, conferences and webinars issues. Stay ahead of the curve by conducting meetings with a click, streamlining communication with your contact database and deriving actionable insights from the robust reporting in Sugar. 

Additionally, you can also use SugarCRM as a unified platform for seamlessly executing all your business processes and customizing SugarCRM Modules to get things done faster. 

All set to have happy clients and transform your business? 

Rolustech is a SugarCRM Certified Partner firm. We have helped more than 700 firms with various SugarCRM Services. Get in touch today for your FREE Business Analysis. We will be happy to assist you!