---
title: "Get started with 8x8 Contact Center for SugarCRM"
slug: "get-started-with-8x8-contact-center-for-sugarcrm"
updated: 2026-07-30T11:39:15Z
published: 2026-07-30T11:39:15Z
canonical: "help.8x8.com/get-started-with-8x8-contact-center-for-sugarcrm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.8x8.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with 8x8 Contact Center for SugarCRM

Once you have access to **8x8 Contact Center** for **SugarCRM**, follow the checklist below in order to get started:

- [Before you begin](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#preparation)
- [Log in to the integration](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#log-in-to-the-integration)
- [Activate **SugarCRM** Integration](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#activate-sugarcrm-integration)
- [Tour the interface](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#tour-the-interface)
- [Set up a phone to receive calls](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#set-up-a-phone-to-receive-calls)
- [Check queue assignments](/documentation/docs/get-started-with-8x8-contact-center-for-sugarcrm#check-queue-assignments)

## Before you begin

- Login access to **SugarCRM** account.
- Login access to 8x8 **8x8 Contact Center** agent account.

## Log in to the integration

**Single Sign-On** is not supported for **SugarCRM**. For manual sign-on:

1. Using Google Chrome, go to the **SugarCRM** login page.
2. Enter your user name and password.
3. Click **Log in**. Within **SugarCRM** the **8x8 Contact Center** app can be accessed and logged in to using the following steps:
4. Click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(141).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D) at the bottom right corner of your home screen.
5. The first time you log in, a new browser tab appears. Enter your **SugarCRM** login credentials and select **Submit**.
6. At the prompt, enter your user ID and password to log in to the 8x8 Agent Console application. Consult your supervisor for credentials.

> [!NOTE]
> Note:
> 
> Multiple invalid login attempts may lock you out.
7. You are now logged in to the app. The app launches in a floating window and places you on **Break** status. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/landing-page02(1).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)
8. For more information on agent status and an overview of Agent Console, refer to the [Quick Start Guide](https://support.8x8.com/@api/deki/files/20978/Agent-Console-QSG.pdf).
9. Change your status to **Available** or **Work Offline**.

## Activate SugarCRM integration

In order for your integration to function, ensure that the integration is connected with Zoho via your settings.

**To activate the integration:**

1. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(142).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D) icon in your integration panel.
2. Go to **Integrations > SugarCRM > Connect**. If connected successfully, a message shows **Connected**.
3. Click **X** to return to the main screen of the integration. Your integration is now active.

## Tour the interface

You can enable automatic call log and screen pop of a call log under Settings. By default, these settings are disabled.

**To view and change the settings:**

1. In Agent Console, click ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/image(143).png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D) on the top right corner of the **8x8 Contact Center** integration app.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/integration-settings01.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)
2. Select **Integrations > Sugar**. You can see the list of settings:
  - **Auto Call Log**: Enable this option to automatically generate a call, chat, and voicemail log. A call log includes information about the time a call was initiated, terminated, duration, queue name, and more. A chat log includes the chat time and transcript. Just like a phone log, the voicemail log includes information about the time a call was initiated, terminated, duration, queue name, and more. This option is enabled by default.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/call-log01.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/chat-log01.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/voicemail-log01.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)
  - **Account**: Search the customer records by their account. This option is enabled by default.
  - **Contact**: Search the customer records by their contact. This option is enabled by default.

## Set up a phone to receive calls

You can set up a softphone or a hard phone from the agent profile in the **8x8 Contact Center** integration app to receive calls.

1. From the drop-down menu, select **Menu > Profile**.
2. In **Personal** settings, enter a phone number or SIP Phone URI.

![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/agent-profile.png?sv=2026-02-06&spr=https&st=2026-11-03T22%3A20%3A25Z&se=2026-11-03T23%3A20%3A25Z&sr=c&sp=r&sig=sugDtQALuAODXsteti2y1C412IBj3zh32k6q9CGPvrQ%3D)
3. Click **Make Verification Call** to verify the phone number.

Make sure the phone number is in the correct format. For example, you may need to add 1 before your area code. Check with your administrator for the correct format. and click Save.

## Check queue assignments

To process phone and chat interactions from the Virtual Contact Center, you must be a member of phone and chat queues.

> [!NOTE]
> Note:
> 
> Phone queues are separately defined for inbound and outbound communication.

1. From **Profile**, go to the **Assigned Queues** area.
2. Click the desired tab for phone, chat, or voicemail queues.
3. Make sure your queue assignment is active.