Automatically send WooCommerce customers to your SugarCRM dashboard as leads after they check out. This is a great way to avoid services like Zapier.
- Install and Activate Simple Woo to SugarCRM.
- Visit “Settings” on the WordPress Admin Dashboard.
- Click on “Woo to Sugar Settings”.
- Fill in your SugarCRM Username, Password, Team ID (optional), and Business Type (also optional).
- Save Changes.
- Sit back and relax as you watch converted WooCommerce customers populate the leads on your Sugar dashboard.