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UCM6510 IP PBX User Manual
Version 1.0.20.31
CRM INTEGRATION
Customer relationship management (CRM) is a term that refers to practices, strategies and technologies
that companies use to manage and analyze customer interactions and data throughout the customer
lifecycle, with the goal of improving business relationships with customers.
The UCM6510 supports the following CRM API: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce CRM and ACT! CRM. This support allows users to quickly create and modify
contacts, leads, and accounts in the CRM from calls made through the UCM.
Note: Starting firmware 1.0.17.16, emergency calls will not be logged into CRM servers.
SugarCRM
Configuration page of the SugarCRM can be accessed via admin login, on the UCM Web GUIValue-
added FeaturesCRM.
Figure 254: SugarCRM Basic Settings
1. Select “SugarCRM” from the CRM System Dropdown in order to use SugarCRM.
Table 127: SugarCRM Settings
Select a CRM system from the dropdown menu, four CRM systems
are available: SugarCRM, vTigerCRM, ZohoCRM (legacy v1 API),
ZohoCRM (v2 API), Salesforce or ACT! CRM.
Enter the IP address/URL of the CRM server.
Add the new number to this module if it cannot be found in the
selected module.
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