Box for SugarCRM is an integration that bridges the gap between your organization’s content in Box and data in SugarCRM, a full-featured CRM suite that combines industry-leading features with a modern CRM platform architecture.
The integration surfaces Box Embed, an embedded HTML5 framework, on the home interface of your SugarCRM account. It lets users access a specific folder in Box from within SugarCRM, without having to open a new browser window or tab.
What does the integration allow me to do?
- When a SugarCRM user opens the Box Embed framework, they can leverage the HTML5 tools to:
- Navigate through their entire Box account
- Drag and drop files for quick uploading
- Preview content in Box from within SugarCRM
- Leverage over 200 Box apps
- Use Box Edit to update documents in Box from within SugarCRM
- Comment, share and assign tasks on a document
- Plus more – all the functionality of Box is available within Box Embed
How do I get Box for SugarCRM?
- The admin of your account can install the integration directly with these steps: https://cloud.box.com/s/lotngnvnnu1h7g9jivzt