Integration

SugarCRM

Sync your business text messages to SugarCRM

Overview

Zipwhip can natively integrate with SugarCRM to remove the burden of manually logging your customer’s conversations. Once connected, all inbound and outbound texts will automatically sync with Sugar and Zipwhip’s apps. This integration saves representatives time as they aren’t hampered by having to log individual conversations into the CRM. It also creates transparency in the business-to-client dialogue and captures valuable insights to better serve your customers, which will help close deals faster.

how it works

Zipwhip enables texting for your existing landline or toll-free phone number. Make it easy for clients to confirm consultations, schedule appointment reminders and send pictures messages by leveraging your business number.

When a mobile phone number is matched to a contact in your CRM, Zipwhip automatically logs incoming and outgoing texts in real time within the tasks section. Messages sent from any Zipwhip app sync automatically to maintain activity accuracy.

Why connect SugarCRM + Zipwhip?

  • Reporting + Visibility - See which texts go to each employee, and track whether customers have received a response yet or not.
  • Sales - Prospects who receive texts convert at a rate 40% higher than those who aren't. Track these interactions in your CRM.
  • Customer Support - Save money on voice costs and provide customers an easier, off-line way to contact you about issues they encounter.

Start texting today with a free trial of Zipwhip

Already a Zipwhip user?

Learn how to integrate on your own today or contact us at support@zipwhip.com.