Fanatically Zen with SugarCRM and Zendesk

Connect and Empower Your Zendesk Agents and SugarCRM Users

Toggling between systems to find crucial customer data not only wastes time and energy, it creates workplace inefficiencies that will likely affect your support efforts, sales revenue and reputation.

Fanatically Zen was developed to help solve these issues by integrating the best features of two popular platforms: Zendesk and SugarCRM.

Once installed, this high-quality integration enables your sales, marketing and support teams to seamlessly connect and quickly view relevant data. From seeing Sugar information inside Zendesk, to viewing all public and private ticket comments within Sugar, Fanatically Zen provides contextual data views without any extra effort from your employees.

Now you can save time and stay more Zen, even while handling the toughest support cases.

We're a SugarCRM Partner Award Winner!

Our team at Fanatical Labs was recently recognized by SugarCRM as Outfitters Partner of the Year (Global). “As a long-time Sugar partner, we look forward to continue serving our shared customers with superior products and support,” said Jason Eggers, co-founder and CEO of Fanatical Labs.

See Fanatically Zen in Action

View Zendesk Tickets In SugarCRM

Fanatically Zen helps SugarCRM users stay up to date on current customer issues, so they’re never caught off-guard when reaching out. Sugar users can easily see all Zendesk tickets from a specific contact or an account right within the Sugar dashlet. This feature helps users avoid potential embarrassment, in case they are not aware of a priority issue before connecting with a customer.

After installing the module and adding the Zendesk Tickets dashlet in SugarCRM, Sugar users can see all of the associated Zendesk tickets for Sugar contacts, leads, accounts and opportunities.

See how it works:

Using dashlet filters, SugarCRM users can easily sort to find the exact tickets they need without flipping back and forth between Sugar and Zendesk. Click the arrow next to the subject of the ticket to directly open the ticket in Zendesk, or click directly on the subject to see all ticket details, including both public and private comments.

View SugarCRM Data in Zendesk Support and Chat

With Fanatically Zen, you can empower your Zendesk agents with all relevant customer data directly from SugarCRM. Zendesk agents can view contact, account, and opportunity data related to the customer without delay, giving them ready-to-use insights within an email or a customer chat. Using the Professional or Ultimate versions, you can also display custom fields and modules (with a link to Accounts, Contacts, or Leads modules), such as support contract information, license keys, relevant support dates, or other specific fields needed for Zendesk agents to quickly assist customers.

Maybe you have support contract information, license keys, support dates and other custom fields specific to your business that the support agent needs to properly support your customers. With the Fanatically Zen integration, it’s possible to have all of this immediately available in the correct context without any extra work from the support agent directly within Zendesk. No need for extra tabs open and fumbling around your CRM.

Ticket View:

Chat View:

Sync Zendesk Tickets, Users and Organizations to SugarCRM

When Zendesk tickets or live chats come in, would you like to create a contact or lead in Sugar? Do you have custom workflows in SugarCRM that need to trigger when Zendesk tickets are created or updated? Or maybe you want to report on Zendesk tickets within Sugar? Maybe you have a customization that relies on the SugarCRM Cases module?

The Zendesk to Sugar sync feature allows Zendesk ticket, user and organization data to easily flow into SugarCRM when Zendesk tickets are created or updated. The process is very flexible and configurable when using our Ultimate version, so you can sync Zendesk tickets, users and organizations to any modules and fields (including custom modules and custom fields).

Our Trust Guarantee

We understand what it is like to be left high and dry by vendors. It is a central reason why we built SugarOutfitters back in 2010 and then Fanatically Zen. To combat the risk of dealing with a bad vendor, we took several steps to protect you such as by giving you a full 30 day try-before-you-buy period. Learning from our own poor experiences with other vendors, we then set out to create Fanatically Zen for you and provide support based on our values. Look, we know this stuff is hard, but that is why we are here to help you. We want to see you succeed. We guarantee it.

Supports All Versions and Editions of Sugar, On-Site and OnDemand

If you were previously using a Zendesk integration but it stopped being supported (Sugar 7.5 and above), Fanatically Zen is the integration you're looking for. It was created (and will always be supported) by the experienced team at Fanatical Labs, the same developers that brought you SugarChimp.

Also Supports SuiteCRM and Sugar 6 Community Edition

If you use SuiteCRM or Sugar 6, the Fanatically Zen integration will work for your company. It supports all SuiteCRM versions and editions and SugarCRM Community Edition versions 6.5 and higher. For SuiteCRM users, please start your trial in The SuiteCRM Store.

Safe and Secure

Fanatically Zen was built using the latest Sugar and Zendesk APIs. It uses two-sided OAuth authentication method, so Sugar and Zendesk can securely communicate with each other while giving you all the control to revoke access at any time.

Highly Rated

See what users are saying about Fanatically Zen. Read our full collection of top-rated reviews.

Test the Full Solution, Completely Free

Click here to start your free 30-day trial. After going through the checkout process, you will be provided with the license key and download package needed to fully test the product. If you have any questions, please create a support case and we'll help you.

Pick Your Best-fit Plan

View our plans below and see what features are the right fit for your team.

The Ultimate edition is designed for teams who want to have complex workflows or want to customize the flow of Zendesk data into the CRM. This is commonly used by our larger B2C and B2B customers.

The Professional edition is designed for companies with a Sales team who only has access to the CRM and a Support team who only has access to Zendesk. This plan gives a complete view of your data whether you are working in your CRM or Zendesk.

The Basic edition is designed for companies with teams that have access to both Sugar and Zendesk and only want to see basic CRM data in Zendesk and basic Zendesk Ticket data in the CRM. Learn more to see the full list of basic data available and learn more about configuring modules and fields in general.