Send messages from Sugar to Microsoft Teams. Create meeting links for your scheduled meetings and create and relate Teams channels to your Sugar records.
Get Connected
Upsert® Connector for Microsoft Teams lets you send messages to users and channels directly from Sugar.
Key Benefits
Message your colleagues without leaving Sugar
Need to touch base with someone about that opportunity? Just choose "Send Microsoft Teams Message" from any Sugar record's actions menu to instantly send a chat to a user or channel. Upsert® Connector for Microsoft Teams preloads your message with a link to the record, and you can add your ideas to the content before hitting send.
Quickly send messages to any user
Hover over the Teams icon next to any user's name and choose "Send in Sugar".
If you're viewing a specific record in list view or record view, the connector preloads your message with a link to the record, and you can add your ideas to the rich-text editor in Sugar before you send your Teams message to the user.
Create and view channels that are related to your Sugar records
With the Upsert® Connector for Microsoft Teams: Channels record view dashlet, you can relate multiple new or existing channels to the Sugar record, and read the channel discussions right there in the dashlet.
Launch your Microsoft Teams app right from Sugar
Less clicking means more time for selling! You don't need to go find and click on Teams in your computer's sidebar and then search for the right person to talk to when you've got the Upsert® Connector for Microsoft Teams installed. Just hover over the Teams icon next to a user's name in Sugar and choose "Send in Microsoft Teams." Your desktop Teams app will open to the right place with a link to the current record ready to go.
Generate Microsoft Teams meeting links
When you set up meetings through Sugar, you'll have the option to generate a unique Microsoft Teams meeting link. The link saves with the meeting record and can be accessed from Sugar's calendar.
Microsoft Teams Phone Support With Additional Add-On
If you also subscribe to Microsoft Teams Phone, you can purchase the Upsert® Call Center for Microsoft Teams Phone add-on to further immerse the Teams experience in Sugar for your users!
Purchase Requirements
- 10 User minimum
- Microsoft Teams license sold separately.
System Requirements
- Sugar Sell (all Editions), Serve, Enterprise, and Professional products
- Versions 12.0 and higher
- Hosted in SugarCloud or on-site
Looking for Something Specific?
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