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Sugar Connect October 14, 2019 Update

Released on October 14th, 2019

Overview

Sugar Connect synchronizes Microsoft Office 365 and Google G Suite data directly with Sugar Sell, Serve, Enterprise, and Pro, incorporating email, calendar events, tasks, and contacts into the unified customer view provided by the Sugar platform. This document describes any new features, enhancements to existing features, fixed issues, and known issues for Sugar Connect releases. For information on supported platforms, please refer to the Plug-Ins Supported Platforms page.

Feature Enhancements

The following features were deployed in this release of Sugar Connect:

  • Sugar Connect Sidebar : View and work with Sugar records from a convenient sidebar in Outlook or Gmail.
  • Email Archiving : Create a copy of an email message as a record in Sugar's Emails module and relate it to associated Sugar records. 
  • Email Templates : Access the email templates from your Sugar instance in Outlook or Gmail.
  • Send Later : Set a date and time in the future to send an email message that you want to write now.
  • Sugar Connect Meeting Scheduler : Get a unique, shareable link to let others see your availability, schedule a meeting with you, and automatically add the meeting to your calendar.
  • Contact Book Sync : Push your leads and contacts from Sugar to your Outlook or Google address book.
  • New Contact Management (Suggested Contacts) : Identify the contacts that you have been engaging with via email but are not yet saved in Sugar.

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