Sugar Connect Quick Videos

Sugar Connect: How to Use Meeting Scheduler and Integrations

Anamaria Vintila — Wed, 02 Jul 2025 10:32:44 GMT

In this video, we'll walk through how to use Sugar Connect’s built-in scheduling system—a professional and convenient way to book meetings with prospects, customers, or anyone you need to connect with.

Sugar Connect: How to Use Scheduler Landing Pages

Anamaria Vintila — Thu, 08 Aug 2024 08:03:56 GMT

In this video, we'll walk through how to use Landing Pages and create Templates so that prospects, partners, customers, and coworkers can easily schedule meetings—customized to reflect your company’s branding and scheduling needs.

Sugar Connect Quick Tip: Leveraging the Meeting Scheduler

Anamaria Vintila — Tue, 16 Jul 2024 08:32:06 GMT

This video will teach you how to use the Meeting Scheduler in Sugar Connect.

Sugar Connect Quick Tip: Updating your Language

Anamaria Vintila — Tue, 16 Jul 2024 08:29:27 GMT

Welcome to the language customization video! This video will demonstrate a quick way to update your language preferences.

Sugar Connect Quick Tip - Using the Timeline

Anamaria Vintila — Fri, 12 Jul 2024 12:28:38 GMT

In this video, you'll learn how to activate the Timeline view in Sugar Connect, an add-in that allows you to manage your Sugar data without leaving your favorite email platform.

Install and Login to Sugar Connect for Office 365 Users

Olivia Englehart — Tue, 05 Apr 2022 15:13:53 GMT

In this video, you will learn how to install and log into Sugar Connect in Outlook 365.

Supplemental materials:

Known Outlook Add-in incompatibilities with Sugar Connect: https://support.sugarcrm.com/Documentation/Plug-ins/Sugar_Connect/Sugar_Connect_User_Installation_Guide/#Known_Incompatibilities

Using Sugar Connect for Outlook 365: https://sugarclub.sugarcrm.com/learn/b/sugar-for-business-users/posts/using_2d00_sugar_2d00_connect_2d00_for_2d00_office_2d00_365

Install and Login to Sugar Connect for Google Workspace

Olivia Englehart — Tue, 05 Apr 2022 15:12:27 GMT

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:

Sugar Connect Quick Tip - Adding a New Contact or Lead

SugarU — Tue, 09 Nov 2021 17:33:13 GMT

Learn how to create a Lead or Contact using Sugar Connect via Related Entries, when composing a mail or meeting, or through the sidebar list view.

Sugar Connect Quick Tip - Searching for Records

SugarU — Tue, 09 Nov 2021 17:32:49 GMT

Get started with Sugar Connect's search bar to quickly find and refine records in modules without opening your Sugar instance.

Sugar Connect Quick Tip – Adding Related Records

SugarU — Tue, 09 Nov 2021 17:32:30 GMT

In this video, you will learn how, while in record view, you can relate new or existing Sugar records to the current record you are viewing.

Sugar Connect Quick Tip - Quick Archive to Sugar

SugarU — Tue, 09 Nov 2021 17:32:04 GMT

Learn how to easily archive emails using Sugar Connect. Sugar Connect will automatically archive any message that is "sent to" or "received from" an email address associated with a Sugar contact to its parent account.