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Collabspot - Sugar in Office 365

by Paul Scondac on June 20, 2017

3 minute read

Collabspot is a plug-in for your email client, which makes it easy to access your Sugar contacts, accounts, opportunities, cases, or even tasks right from inside your email.

Collabspot for SugarCRM focuses on the following:

  • Improves CRM data quality by automating the data entry by saving emails to Sugar and synchronizing Google Calendar and Contacts
  • Enables other CRM data such as creating and updating CRM objects (contacts, tasks, events) from Gmail
  • Adds email productivity features such as social media information, reminders, emails templates and email tracking.

Collabspot used to only be available for Gmail (we wrote a blog post about this including an interview with Laurent Gasser, the CEO of Collabspot) but recently, a version for Office 365 was released.

Collabspot for Office 365

The Office 365 version of Collabspot offers the same core features as its Gmail counterpart and is compatible with the Windows, Mac and Web editions of Office.

To access Collabspot, open any email from Outlook. Then, click on the Collabspot ribbon. It will then access your Sugar instance to see if there is any record with that email.

You can also view the related entries in any standard or custom Sugar module by scrolling down, and click on any related entry to view its details.

You also have the option to save the email to any related entry by clicking on the E-mail tab and selecting any related entry to want to attach the email to.

Alternatively, if you would select an email whose sender has not been added in your Sugar instance, you can add them as a contact or lead. Collabspot will automatically fill in some of the information it finds (e.g. First Name, Last Name, Email, etc.). You will need to manually enter any other missing information you might need.

After saving the record, you will also be able to create new related entries from Collabspot.

Pricing for Collabspot starts at $9 per user per month. To learn more about Collabspot for Office 365 please contact us and we’ll be happy to show it to you.