W-Systems joins SugarCRM! Read Blog
This is where you'll find everything you need to know about W-Systems' Sugar integration for Slack--information, installation guide, and support resources.
Ready to Get Started? Click the Add to Slack button to configure the Sugar integration with your Slack account.
Have a question? Read the documentation below.
W-Systems' Sugar integration for Slack combines Slack, an effective group communication tool, with Sugar, a powerful and affordable CRM platform. Your team can view and collaborate on Sugar data for Accounts, Leads, and Cases within Slack. The integration has three main functions: commands, reports (notifications), and questions. Users interact with sugarbot, a fun character who retrieves information from Sugar, using predefined commands and questions. Reports are received as notifications on a weekly or monthly basis--choose from a list of predefined reports such as weekly new leads or opportunities won each month.
W-Systems' Sugar integration for Slack is available on both Sugar Exchange and the Slack App Directory. To install slack, follow the steps below.
1.At the bottom of the Sugar integration for Slack support article click the “add to slack” button. This will start the authentication process and redirect you to W-Systems' authentication page.
2. You should now be on a page that says “sugarbot would like access to your Slack team”. Select the team you want to add the Sugar for Slack integration app to.
3. You should now be on a page that says “sugarbot would like access to [TEAM NAME]”. Select the channel you want to post notifications and sugarbot messages to.
4. Please review the terms and click the “authorize” button at the bottom of the page.
5. From W-Systems' authentication page you will be asked to log into your Sugar account using your Sugar username and password. Your account information will not be stored. We authenticate your account only by requesting OAuth tokens. Once you have filled in your account information click the “authenticate with SugarCRM” button.
6. After submitting, you will be redirected to the Sugar integration for Slack support article.
W-Systems' Sugar integration for Slack has three main functions that allow users to collaborate on Sugar records in Slack. These three functions are commands, questions and reports/notifications. About Sugarbot Sugarbot is W-Systems' intelligent and fun character who retrieves information from Sugar upon users’ requests. Users can use questions and commands to initiate responses from sugarbot. Sugarbot will also send reports to users via messages on a recurring basis. About Commands Commands are used to view information from Sugar Records. To use a command type a slash followed by the command. To easily pull up command options, type “/sugar” and a list will populate in slack of all the predefined commands. For example, by typing in “/sugaraccount W-Systems” it would pull up relevant fields from the Account record including W-Systems' Account Name, Phone, Email Address, Account Type, Physical Address and Assigned User. For a full list of commands for each module see below. See a full list of commands below:
About Incoming Web Hooks (Notifications) These are reports used to notify users on a weekly or monthly basis of the most recent data in Sugar. Notifications will be pushed to a specified Slack channel. See a full list of optional notifications below.
About Questions Questions are a way for users to pull report information in real time. Users can use a list of predefined questions to ask sugarbot, the bot character who retrieves information from Sugar. The user simply tags sugarbot (@sugarbot) and types the question. See the full list of questions below. For help remembering what questions to ask, type @sugarbot help
Before you install the Sugar integration for Slack, make sure the following are true:
W-Systems welcomes your feedback on the product and enhancement so feel free to reach out to our team here.
W-Systems' Sugar integration for Slack will be discontinued on July 17, 2017, due to changes in Slack's API. If you are looking to implement an integration between Sugar and Slack on your Sugar instance, W-Systems can build you a custom integration. Please contact us here for details.