
I have been googling this for hours and it seems to have been mentioned on here but no one has ever given anything. What I want to do is link OTRS with a CRM program like SugarCRM (or similar). Has anyone done this before/know how to do it? Basically I want the tickets to be copied into SugarCRM automatically, with all approriate fields, and customers to be stored in the same location. I read somewhere that one guy had done it but he provided no further info. Cany anyone help? Cheers ~Chris

This is a great thread on CRM systems! When creating a CRM implementation https://www.cleveroad.com/blog/crm-implementation/, it’s essential to consider your business processes and align the system with the specific needs of your teams. Proper planning helps avoid common pitfalls and ensures the system delivers real value. I found this guide really helpful in outlining key steps for a smooth implementation.

Linking OTRS with a CRM like SugarCRM can significantly improve customer service and internal workflows by synchronizing ticketing and customer data. To do this, you can use APIs or middleware platforms (like Zapier or custom-built connectors) that allow real-time data exchange between the two systems. It's essential to define what information should be shared—like customer contact details, ticket history, or sales interactions—and make sure both systems can handle that data structure. For a successful integration, it’s crucial to work with a reliable software development company that understands both CRM implementation and your business needs. A trusted tech partner ensures data security, custom functionality, and scalability. Without professional support, integration might lead to system conflicts, data loss, or poor usability. When choosing a development team, look for experience, communication, and post-launch support. Check out this guide to top software development companies in Poland: https://computools.com/top-software-development-companies-in-poland/. It’s a great starting point to find experts who can help you make the most of your CRM investment.
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Chris Watt
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