Bring WhatsApp Conversations into Sugar Sell and Sugar Serve
Your customers already use WhatsApp every day. When those conversations happen on personal phones, managers lose visibility and important details never reach SugarCRM.
Xirgosoft connects the official WhatsApp Business Platform to SugarCRM so your team can message leads, contacts and cases from Sugar, with every conversation saved on the right record.
The integration is built on SugarCRM's REST API and Meta's WhatsApp Cloud API, and can be packaged so it is compatible with both on-premise Sugar and Sugar Cloud deployments.
What We Deliver
Chat from Sugar Records
Send and receive WhatsApp messages from leads, contacts, accounts and cases.
Template Messages
Use Meta-approved templates for reminders, updates and follow-ups.
Conversation History
Every message is stored on the record timeline for the whole team.
Auto Lead Creation
Messages from unknown numbers create new leads automatically.
Agent Assignment
Route chats to the record owner or a support queue.
SugarBPM Triggers
Send WhatsApp messages as steps in SugarBPM processes.
How It Works
WhatsApp Business Setup
We help you register and verify your number on the WhatsApp Business Platform.
Sugar Package Install
A Sugar module package adds the WhatsApp panel and settings.
Webhook Connection
Incoming messages reach Sugar securely through webhooks.
Templates & Workflows
Message templates and SugarBPM automations are configured.
Real-World Use Cases
Case Updates for Customers
When a Sugar Serve case changes status, the customer receives a WhatsApp update and can reply directly.
Sales Follow-Up
A rep sends a quote reminder on WhatsApp from the opportunity, and the reply appears on the same record.
Inbound Inquiries
A new customer messages your business number; Sugar creates a lead and assigns it to the right rep.
Why Choose Xirgosoft
- One shared business number instead of personal phones
- Complete conversation history in SugarCRM
- Faster responses for sales and support teams
- Built on the official WhatsApp Business Platform
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Frequently Asked Questions
Does this work with Sugar Cloud?
Yes. We build the integration as an installable package that follows Sugar Cloud's package scanner rules.
Is this the official WhatsApp API?
Yes. We use Meta's official WhatsApp Business Platform, not unofficial tools that risk number bans.
Can several agents share one number?
Yes. Messages are handled inside Sugar, so multiple users can work from one business number.
Are there WhatsApp charges?
Meta charges per conversation depending on category and country. We explain the pricing during setup.
Connect WhatsApp with your SugarCRM.
Talk to our experts today for a free consultation and quote.