Speed up SugarCRM with Olivia AI
Olivia serves as your AI call agent and handles each call by answering questions and qualifying callers, as well as making follow-up calls. Results from the conversation will be recorded in SugarCRM. No opportunity is lost. The system has no need for manual data entry. Calls do not come to a dead end.
Once connected, every conversation Olivia AI has is a SugarCRM record your team can act on immediately.
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What Olivia AI can do in SugarCRM
See Olivia AI in action inside SugarCRM
Real-time qualification, answers every call
Olivia AI can help you make or receive phone calls, ask any questions based on a provided playbook and pass on the potential leads ready to become the sales leads.
Creates and updates Leads, Contacts, Accounts, and Opportunities
The moment the call ends, Olivia AI gathers the needed information regarding the lead, such as the result of the call, rating of the call and the next actions needed, and writes it down in the proper module of SugarCRM software.
Brings live context from SugarCRM into the conversation
While speaking on the phone, Olivia AI can find existing leads, clients or prospects so she will have all information available and will not need to inquire again.
Powers your current SugarCRM workflows
When the call ends, from that moment on, Olivia AI can also proceed to activate the previous workflow and actions established in SugarCRM.
Deployment
Simple, secure, no middleware required
No manual work for you, 100% managed by our integration team. You won't have to set up OAuth, map fields, or write a single line of code. Our team builds and owns the entire connection from Olivia AI to your SugarCRM instance, end to end.
Connection & setup
We connect to your sandbox and production SugarCRM instances and authenticate for you.
Data mapping
We map call data like outcomes, qualification scores, and next steps to the right fields across Leads, Contacts, Accounts, Opportunities, and any custom modules in your instance.
Call flow design and setup
We collaborate with you to develop Olivia AI's call flows and qualification logic from your existing playbooks.
Testing & go-live
We make sure everything works by running calibration calls in sandbox, validating every write and workflow trigger, and only moving to production once we've proven it.
Ongoing support
After launch our team stays on to make sure your integration is working and to manage changes to your SugarCRM environment.
Our implementation team is experienced and available 24/7, so you can go live with Olivia AI + SugarCRM quickly, easily, and completely hands-off for your team.
Talk to our team about your integration today
Developed by our Integration Team
A direct dedicated connection
With Olivia AI's native SugarCRM integration, there is no middleware or third-party workarounds. It's a direct, purpose-built link. Our in-house integrations team handles it all for you, so your engineers can focus on their own work without the burden of setup.
100%
Calls answered within 2 rings
70 - 80%
Decrease in manual CRM data entry
33 hrs
Average hours saved per rep, per month
~992 ms
Average time from call to record creation in SugarCRM
Why Teams Adore Olivia AI
A call agent who never lets a lead go cold
It's like giving every rep an assistant that never misses a call, never forgets to log it, and never lets a hot lead sit untouched in a queue.
Take more calls, qualify consistently, and give your team a self-updating SugarCRM pipeline.
Find out more about Olivia AI features
From Dormant Accounts to Recovered Revenue
How Customer reduced response time with Olivia AI + Salesforce
[Customer] needed to reduce lost inbound leads due to slow follow-up, and maintain a clean Salesforce pipeline without increasing headcount. Olivia AI now answers all calls and logs the outcome in Salesforce automatically.
FREQUENTLY ASKED QUESTIONS
Does Olivia AI work with sandbox and production SugarCRM instances?
Yes, Olivia AI can operate with SugarCRM both in production and sandbox. You need to connect SugarCRM via OAuth using the Olivia AI Integrations tab.
Does it support custom modules and custom fields?
Yes, it only depends upon whether the SugarCRM user has the rights to access and edit the module. That includes modules involved in Sugar's Prediction and Intelligence products, since it uses standard SugarCRM APIs.
When does Olivia AI write to SugarCRM?
Olivia AI can write to SugarCRM directly during a call when there is a triggering event, as well as after the call has been made to prepare some follow-up activities or automations.
How is my calling data secured?
Olivia AI encrypts calling data in transit and at rest, using relevant security measures.
Can we do the integration or your team?
The Integration Team takes care of the whole setup, starting from authentication and field mapping to configuring and testing the call flow, so there is no need for your engineers or administrators to do any manual work.
What is the pricing for a SugarCRM-connected agent?
The cost depends upon the call volume and your requirements. You can reach out to the team to get a custom quote.
Related integrations
Olivia AI integrates seamlessly with the SugarCRM tools your team already relies on, including Sugar's Prediction and Intelligence features, as well as other SugarCRM integrations to power your workflows and business processes.