Using Sugar Connect for Google Workspace

In this video, you will learn how to install and log in to Sugar Connect, an email client add-in that allows you to work with your Sugar data directly within your Gmail account. You can find more info in the additional resources below: 

• Known Incompatibilities
• Logging In
• Sugar Connect User Guide 
• Sugar Connect User Installation Guide

In this video, we'll show you how to access and navigate the Sugar Connect sidebar—the central hub of Sugar Connect. The sidebar allows you to view and edit Sugar records directly from your Gmail account without opening your Sugar instance.

In this video, we'll outline how to use Sugar Connect to easily archive emails, schedule emails to send later, use your Sugar email templates, and view tracked emails and related statistics.

In this video, we'll outline how to use the Sugar Connect sidebar to create and edit records, convert leads, and complete Sugar tasks—all without leaving Gmail.

In this video, we’ll walk through how to access the Sugar Connect Portal and sync your calendar meetings and contacts between Sugar and Gmail.

In this video, we'll show how to use Sugar Connect’s scheduling system to book meetings with prospects and customers easily.

In this video, we'll walk through how to use Sugar Connect’s built-in scheduling system to create landing pages that present multiple event types—so people can choose what works best for them while also respecting your schedule.