SugraCRM – WHMCS Integration
The integration of SugarCRM with WHMCS will ensure a better management of the relations with the clients, creating and maintaining campaigns or/and managing leads. In SugarCRM every user can be part of a group, every group can have different access rights, so every user can see only certain records.
This process involves migrating data, from WHMCS to SugarCRM, between every major module of WHMCS and SugarCRM, Clients – Account, Billing – Opportunities, Support – Cases.
Clients to Accounts
When a new client is created in WHMCS, immediately when the save process has ended, the data about the client is send to SugarCRM. Based on the data a new Account. This process is repeated when the Client is edited, either by the admin or by the client and the Account in SugarCRM is updated with the new edited data.
Client`s Contacts to Contacts
When a new contact is associated to a client in WHMCS, immediately when the save process has ended, the data about the contact is send to SugarCRM. Based on the data a new Contact in SugarCRM is created. Every Contact is associate to the client`s associated Account. This process is repeated when the Contact is edited, either by the admin or by the client and the Contact in SugarCRM is updated with the new edited data. Read more
