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1. add Sugar CRM integration

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   11 comments  ·  New Integrations » CRM  ·  Delete…  ·  Admin →
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   not planned  ·  AdminKelly (Admin, Xero Developer Centre) responded

   We have no plans to build an SugarCRM integration. Salesroller is an app that connects SugarCRM to Xero that might be suitable for your needs.

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   mitchel james commented  ·  Jan 22, 2026  ·  Edit…  ·  Delete…

   Integrating SugarCRM can definitely streamline client data management and improve follow-ups if configured thoughtfully. It’s also useful to align CRM workflows with official procedures and documentation sources to avoid gaps. For reference, resources like https://bergencountycourts.org can help clarify how records, schedules, and notices are typically structured. This kind of alignment often makes reporting more accurate and reduces manual work. Overall, a well-planned integration can boost efficiency without overcomplicating existing processes.

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