Sugar Connect - Syncing recurring meetings

Hi Gayathri! 

Thanks for your questions! I will do my best to answer each one and provide reference to our Sugar Connect documentation where you can find more information:

1. At this time, it is expected behavior that recurring meetings do not sync. However, it is something that we are aiming to implement in the future! https://support.sugarcrm.com/documentation/plug-ins/sugar_connect/sugar_connect_portal_user_guide/#General_Sync_Rules
2. Calendar events for which you are a guest but are not the assigned user or owner will sync to Sugar from your external calendar if all the following criteria are met:
   • The owner of the meeting is a contact or lead in Sugar.
   • The owner of the meeting is not a user in your Sugar instance.
   • You have accepted (or marked as tentative) the event invitation.
   • You have the Sync non-organized events setting enabled.
   • (This information is found in the same section in the link from #1)
3. If the first name, last name, and one of the email addresses listed for a contact in your external address book match that of a Sugar contact or lead record:
   • When a lead or contact is created in Sugar and/or assigned to you, a new contact will not be created in the external address book, preventing duplicate records.
   • When a record is updated in either system, the Conflict Resolution setting will determine which information is kept but may cause data loss if you update the source that is not used for conflict resolution. 
   • https://support.sugarcrm.com/documentation/plug-ins/sugar_connect/sugar_connect_portal_user_guide/#Sync_Rules_for_Leads_and_Contacts
4. You can use the auto-add feature to allow users to join on their own, without having to manually add each individual user. https://support.sugarcrm.com/documentation/plug-ins/sugar_connect/sugar_connect_deployment_and_administration_guide/#Auto-Adding_New_Users_From_Your_Domain 

Please let me know if you have additional questions!

Jamie

Thank you, Jamie Raffle for your detailed response.

One more question:

As shown in the picture below, the meetings can be synced to Accounts.

In our company, we relate meetings to Opportunities and not to Accounts. I'm aware of 2 ways of doing it - 1). Using SugarConnect sidebar 2). From the synced meeting in Sugar CRM and relate it to the right opportunity.

I'm wondering if there is any automatic way to connecting meetings to Opportunities?

Best regards,
Gayathri G

Hi Gayathri,

Happy to help! There is not currently a way to automatically relate a meeting with an opportunity. The quickest way is to select the related opportunity while creating the meeting. This is possible in both Office 365 and G Suite. That might be what you were referring to when you said "1). Using SugarConnect sidebar" but I wanted to make sure you knew that you could access this functionality within the event itself and not only in the sidebar that displays next to your email inbox.

That said, if you reach out to the SugarCRM Support team with information about your company's use case surrounding this functionality, they can log a product idea for consideration.

Kind regards,

Jamie

Thank you! I can do that :)

Hi again Jamie Raffle !

In case I enable Two-way sync, whenever I change the meeting notes or add details to the meeting record, will the guests get updates as well? Or just the info is stored in Outlook and SugarCRM meeting record?

Regards,

Gayathri G

Hi Gayathri,

When meeting fields are updated in Sugar that have a corresponding Outlook meeting field (e.g., Invitation Body) then guests will see those updates as well. Meeting fields that are unique to Sugar (e.g., Internal Notes) will not prompt an update notice and guests will not see the details of the field.

Kind regards,

Jamie

Thank you!

Thank you!