Synchronization Scenarios

Figure 1: Synchronization flow supported by various scenarios.

Below is the brief list of synchronized modules:

Exchange Synchronization SugarCRM
Contacts <> Contacts
Appointments <> Calls
Appointments <> Meetings
Tasks <> Tasks
Emails Archive to CRM Emails
Emails >Create Opportunity Opportunities
Emails <List opportunity information Opportunities
Emails >Archive to Existing Opportunities Opportunities
Emails >Create Case Cases
Emails <List case information Cases
Emails >Archive to Existing Cases Cases

Synchronization is achieved by means of synchronization scenarios. Each scenario executes one or many rules in various exchange folders.

  1. – Exchange folder to which the rule applies.

  2. – Data transfer from SugarCRM to Exchange.

  3. – Data transfer from Exchange to SugarCRM.