SugarCRM

Import contacts into GoTo, Click-to-Call, Screen Pop and post interaction details directly into SugarCRM.

1. Call Logging

   When a phone call is made or received, the GoTo Connect SugarCRM integration will automatically record details such as call start, call end, Caller, Callee, Outcome, and Direction. This information will be associated with the customer's contact record for future reference and resolution of the customers issue. This can also include AI Summary, sentiment, and topics.

2. SMS Logging

   Messaging interactions will be compiled and logged in SugarCRM associated with the appropriate contact, includes message content, sender and timestamps. GoTo Connect will aggregate messaging data for each contact daily, providing a consolidated history of text communications in the customer's record.

3. Voicemail Transcript

   When a voicemail is left for a GoTo Connect phone number, the SugarCRM Integration will capture the voicemail transcript, and associate it with the contact record along with the date and time of the voicemail.

4. Contact Sync

   Contacts will be imported into GoTo Connect from SugarCRM, as the contact record is updated in SugarCRM GoTo will also be updated. Maintaining accurate and up-to-date customer information across both platforms.

5. Click to Call

   When using the GoTo Connect web or desktop application Click-to-Call can be enabled and allows for a more seamless one-click calling experience.

6. Screen pop

   Within the GoTo Connect web or desktop application the SugarCRM contact details can be opened as a phone call is received or answered by a GoTo Connect user. This allows for full contact information to be conveniently available to GoTo Connect users.