--- title: "Get started with 8x8 Work for SugarCRM" slug: "get-started-with-8x8-work-for-sugarcrm" updated: 2026-07-23T10:07:29Z published: 2026-07-23T10:07:29Z canonical: "help.8x8.com/get-started-with-8x8-work-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 Work for SugarCRM Once you have access to **8x8 Work for SugarCRM**, follow the checklist below to get started: - Log in to the integration. - Familiarize yourself with the integration interface. ## Preparation - Login access to a **SugarCRM** account. - Login access to an **8x8 Work** extension. **8x8 Work for SugarCRM** is dependent on your **8x8 Work** extension also being logged in to either on a desktop or mobile device. ## Log in **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**. **8x8 Work for SugarCRM** 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/call8x8app.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) at the bottom-right corner of the screen. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/voapp-sugar-interface.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) 5. The **8x8 Work** app launches in a floating window. Click the **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setting_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) icon. 6. Click the **Integrations** option, and then click **Sugar** to view the **Settings**, **Search Types**, and **connection status** of the integration. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/voapp-sugar-integrationslogin.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) 7. If **Disconnected**, click the ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/connect-icon_87x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) icon. 8. A new browser tab appears. Enter your **SugarCRM** login credentials and select **Submit**. You are returned to **SugarCRM** and your **8x8 Work** extension is now linked to the **8x8 Work** app within **SugarCRM**. ## Tour the interface The **8x8 Work for SugarCRM** interface consists of a navigation menu with the following menu items: ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/voapp-sugar-interface-2.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) Under the **VO** tab, you can access: - **Phone** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/phone_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Access your dial pad, view your active calls, and take notes to log calls. - **Call record** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/call-log_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Access all historic inbound and outbound calls to the extension. From here, you can also access notes that you have created for each of your calls in **SugarCRM**. - **Contacts** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/contacts_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Access contacts from **SugarCRM** and the **8x8 Work** contact directory. - **More** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/more_18x18.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D): Click to access the option to log out of the app. - **Settings** ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/setting_18x18(1).png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) : Customize your app settings. - **Integrations > SugarCRM**: Manage your **SugarCRM** integration settings for call logging and screen pop. Connect or disconnect **8x8 Work for SugarCRM** to your **SugarCRM** account. - **Locale**: Specify your locale. - **Report a problem**: Provide feedback on **8x8 Work for SugarCRM** or contact 8x8 Support. - **About**: View details on your 8x8 extension and the **8x8 Work for SugarCRM** application. - Under the **Search** tab, you can search for contacts and accounts by default. Search by name, phone number, or email address. When the desired record is located, clicking on the contact phone number will place an outbound call to them. > [!NOTE] > Note: > > You can also search for Leads, Opportunities, and Cases. To enable, go to **Settings > Integrations > Sugar**. Enable the desired objects under the **Search Types**. ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/vo-sugar-access-contacts.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D) ![](https://cdn.us.document360.io/e3a59e39-abd3-4423-964c-0a4008dc5673/Images/Documentation/vo-sugar-settings.png?sv=2026-02-06&spr=https&st=2026-11-03T21%3A52%3A27Z&se=2026-11-03T22%3A52%3A27Z&sr=c&sp=r&sig=ssHMDQUBCM5X1LobEjkVYyBdMW3NdpOj2skvVB%2BrAAA%3D)