Sugar CRM connector for PureCloud

The Sugar  Connector for PureCloud integrates the Genesys PureCloud Solution with the Sugar CRM.  Via a simple click contact center agents can access customer relationship data and hence provide for a more informed service, make more informed decisions, and ultimately increase the productivity of the agent and the satisfaction of the customer.

The connector leverages call data to access the right Sugar information whether an account, a contact, or a case.  The information can be visualized via Sugar forms and views.  The information is rapidly retrieved and supports the agent as soon as the call is assigned.

For outbound voice contacts, the adapter offers the ability to dial from a Sugar form and initiate via a click-to-dial feature via the PureCloud widget.

PureCloud is embedded inside Sugar so is always visible and accessible whatever interaction is managed by the agent or whatever Sugar screen or view is opened.

Multiple interactions can be managed both in PureCloud and in Sugar.

Main features and functionality

  • The adapter integrates Sugar CRM with the PureCloud Embeddable Framework thus allowing customer relationship services to be leveraged in the multi-channel contact center.
  • The agent is able to access in real-time the appropriate customer data via the call attach data.  Weather a service call or a sales call the customer data will be available to ensure prompt and efficient service.
  • Widgets can be devised to retrieve and present the information as needed
  • Initiate outbound calls with full support of customer relationship information.
  • Use cases fully customizable using simple JS coding and the Sugar APIs

Use Cases


Demo Video