SalesPartner
+ SugarCRM
Every conversation logged. Every meeting synced. Every status updated. Your SugarCRM stays current without lifting a finger.
SugarCRM
Enterprise CRM platform
A highly customizable CRM platform trusted by mid-market and enterprise organizations. Offers sales, marketing, and service automation with full control over data and deployments.
Your CRM. Always Current.
SalesPartner handles the conversations. SugarCRM keeps the records. Every text, every meeting, every status change—automatically logged to the right Contact or Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in SugarCRM within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Enterprise Ready
Works with Sugar Sell, Enterprise, and Enterprise+.
What Gets Synced
Every meaningful interaction flows into SugarCRM automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create meeting records
Appointment Rescheduled
Time changes sync to existing meeting
Appointment Cancelled
Cancellations logged with reason
Call Completed
Call records with duration and notes
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your SugarCRM
Secure OAuth 2.0 connection
Authorize SalesPartner access via OAuth 2.0. No passwords stored. Tokens refresh automatically. Enterprise-grade security.
Map Your Contacts
Link leads to SugarCRM records
New leads get matched to existing SugarCRM Contacts or Leads by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books meetings. All while logging everything.
SugarCRM Updates
Activities appear in real-time
Every interaction creates a Note, Task, Meeting, or Call on the record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to SugarCRM
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing SugarCRM reports and dashboards.
No Double Entry
Stop copying conversation notes into SugarCRM. Stop updating statuses manually. It just happens.
Workflow Ready
Activities synced by SalesPartner can trigger SugarBPM workflows. Build automations based on message events or meetings.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Manufacturing
Scenario:
Distributor inquires about bulk pricing
Result:
SalesPartner qualifies them, captures requirements. Account manager sees full context before negotiation.
Financial Services
Scenario:
Prospect asks about investment options
Result:
Qualification questions answered, risk tolerance captured. Advisor has context for personalized consultation.
Professional Services
Scenario:
Client requests project consultation
Result:
Scope and timeline discussed, meeting booked. Partner sees complete requirements before call.
Technical Specifications
API Version
SugarCRM REST API v11+
Authentication
OAuth 2.0 (Two-Legged)
Sync Direction
One-way (SalesPartner → SugarCRM)
Sync Frequency
Real-time (< 5 seconds)
Supported Editions
Sugar Sell, Enterprise, Enterprise+
Rate Limit
20 requests/second (SugarCloud)
API Endpoints Used
/NotesLog message activities/TasksCreate follow-up tasks/MeetingsCreate appointments/CallsLog call records