Synchronization Scenarios
Figure 1: Synchronization flow supported by various scenarios.
Below is the brief list of synchronized modules:
Gmail | Synchronization | SugarCRM |
---|---|---|
Contacts | <> | Contacts |
Appointments | <> | Calls |
Appointments | <> | Meetings |
Tasks | <> | Tasks |
Emails | Archive to CRM | Emails |
Synchronization is achieved by means of synchronization scenarios. Each scenario executes one or many rules in various Labels and Groups.
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– Exchange folder to which the rule applies.
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– Data transfer from SugarCRM to Exchange.
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– Data transfer from Exchange to SugarCRM.