With SugarCRM IBM Notes (now known as Lotus Notes or HCL Notes) plugin, users can now view and create any SugarCRM entity from IBM Notes. Our plugin allows users to synchronize CRM contacts, calendar events, tasks, emails, opportunities, cases, and more to Notes. Keeping your eye on the ball – and the customer – has never been easier.

• The Lotus Plug-in (LPI) provides email and personal information management within the SugarCRM platform by integrating with Lotus Notes (also known as IBM Notes or HCL Notes).

• With LPI, users can view and create any SugarCRM record from IBM Notes. The plugin allows users to synchronize CRM contacts, calendar events, tasks, emails, opportunities, cases, and more to Notes.

• SugarCRM will no longer directly support this integration with IBM Notes. Starting, 31 August 2020, Ambit Software is taking over sales, support and maintenance of LPI. Future contracts including renewals and extensions, for LPI, will be directly with Ambit Software.

• SugarCRM customers who wish to continue using LPI will need to enter a commercial agreement with Ambit Software.

• LPI is now only available as a paid feature, regardless of the nature of SugarCRM license.

• Ambit Software has a roadmap for enhancement of LPI


Features and Benefits

Current Features

GENERAL FEATURES Choose one-way or two-way sync between SugarCRM and IBM Notes Open linked records in SugarCRM directly from IBM Notes Archive inbound/outbound emails to SugarCRM Select manual sync to push specific records to SugarCRM Sync contacts, meetings, and tasks while keeping work and personal items separate EMAIL INTEGRATIONS Archive inbound and outbound emails and attachments to SugarCRM with a single click Link emails to Contacts, Accounts, Opportunities, Projects, Cases etc. in SugarCRM Choose which contacts and emails are to be synchronized Delete email from SugarCRM using IBM Notes plugin “Unarchive Email” feature Select recipients from SugarCRM Contacts, Leads, Users while composing email from IBM Notes Open email and linked record in SugarCRM from IBM Notes CALENDAR SYNC Sync IBM Notes Calendar entries (Meetings, Calls and Tasks) to SugarCRM Link calendar items to Contacts, Accounts, Opportunities, Projects, Cases etc. in SugarCRM Manage a single calendar within IBM Notes and have it automatically synchronized with SugarCRM TASKS (TO DO) SYNC Sync your existing tasks effortlessly into your SugarCRM Link tasks to Contacts, Accounts, Projects, Cases etc. in SugarCRM Manage your tasks within IBM Notes and sync automatically with SugarCRM PERSONAL ADDRESS BOOK SYNC Maintain a single address book in IBM Notes including SugarCRM contacts. Sync any SugarCRM contact to the IBM Notes Personal Address book. Easily create SugarCRM contacts from IBM Notes email message. Use Native IBM Notes Email Addressing to send Emails to SugarCRM contacts.

View All Features

Current Features

GENERAL FEATURES Choose one-way or two-way sync between SugarCRM and IBM Notes Open linked records in SugarCRM directly from IBM Notes Archive inbound/outbound emails to SugarCRM Select manual sync to push specific records to SugarCRM Sync contacts, meetings, and tasks while keeping work and personal items separate EMAIL INTEGRATIONS Archive inbound and outbound emails and attachments to SugarCRM with a single click Link emails to Contacts, Accounts, Opportunities, Projects, Cases etc. in SugarCRM Choose which contacts and emails are to be synchronized Delete email from SugarCRM using IBM Notes plugin “Unarchive Email” feature Select recipients from SugarCRM Contacts, Leads, Users while composing email from IBM Notes Open email and linked record in SugarCRM from IBM Notes CALENDAR SYNC Sync IBM Notes Calendar entries (Meetings, Calls and Tasks) to SugarCRM Link calendar items to Contacts, Accounts, Opportunities, Projects, Cases etc. in SugarCRM Manage a single calendar within IBM Notes and have it automatically synchronized with SugarCRM TASKS (TO DO) SYNC Sync your existing tasks effortlessly into your SugarCRM Link tasks to Contacts, Accounts, Projects, Cases etc. in SugarCRM Manage your tasks within IBM Notes and sync automatically with SugarCRM PERSONAL ADDRESS BOOK SYNC Maintain a single address book in IBM Notes including SugarCRM contacts. Sync any SugarCRM contact to the IBM Notes Personal Address book. Easily create SugarCRM contacts from IBM Notes email message. Use Native IBM Notes Email Addressing to send Emails to SugarCRM contacts.
ALL FEATURES

Support

Phone Support: +1 949 361 4070, +31 20 6586338, +971 50 9594456, +91 20 67039000
Support Email: info@ambitsoftware.com
Support Knowledge Base: https://www.ambitsoftware.com/products/sugarcrm-ibm-notes-plugin/

Terms & Conditions

Terms of Service: https://www.ambitsoftware.com/wp-content/uploads/2020/08/Ambit-TCs-LPI.pdf
Privacy Policy: https://www.ambitsoftware.com/privacy-policy/

Synchronize CRM contacts, calendar events, tasks, emails, opportunities, cases, and more to NotesSynchronize CRM contacts, calendar events, tasks, emails, opportunities, cases, and more to Notes
Create a contact or lead in Sugar from a VCard in Lotus/HCL NotesCreate a contact or lead in Sugar from a VCard in Lotus/HCL Notes

Resources

Please where we're going to have PDF and what not

Similar Apps

Magnolia CMS Enterprise Edition
MobileForce Field Service for SugarCRM
E-Post plug-in for Sugar
snapADDY Grabber - Intelligent contact data assistant
SugarCRM Call Connector for CISCO IP Telephony
Shape my Sugar