How to Integrate Sugar CRM With ProProfs Live Chat
ProProfs Live Chat and Sugar CRM integration enable your chat and visitor information to be stored automatically in the Sugar CRM.
Here's how you can integrate ProProfs Live Chat with Sugar CRM:
Step 1: Download the module for Sugar CRM ( Download ).
Step 2: Once you're logged in, click Admin.
Step 3: Go to the section Development Tools and click Module Loader.
Step 4: Browse the file and upload the ProProfs Live Chat module in Sugar CRM.
Step 5: Install the module in Sugar CRM.
Step 6: After the installation, a ProProfs Live Chat Link will appear in the All tab. There you can see all the fields related to the chat transcript.
Step 7: Download the PHP script file ( Download ) and change the Sugar CRM path in the PHP file. Then, upload this script on your server.
Step 8: Access your ProProfs Live Chat dashboard and go to Settings >> Integration.
Step 9: Click on the Chat Transcript tab. There is an option of Enable & Disable Message select the Enable Button.
Step 10: Place your website address in the Host and the Path of the file of sugar CRM that you upload on your server in the Script Path.
Step 11: In Port you can leave it at Default HTTP, If you want the HTTPS connection then select the Secure mode and click on Check connection. Once the connection is verified click on Save Changes.
Now all the chat sessions will automatically store in your Sugar CRM account.