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Do you work with SugarCRM and SuiteCRM too?

We support SuiteCRM, Hosted SugarCRM Community versions and Sugar OnDemand Editions.  See SugarCRM Editions here...

We even support ChoiceCRM the ticketing platform of choice for SugarCRM.

(Sugar: SuiteCRM, Community, Professional, Corporate, Enterprise, Ultimate)

FEATURES: SugarCRM Integration

Note: You will first need to know the SOAP V2 or SOAP V4_1 to be able to use SugarCRM SyncApps.  If you need a different version authenticated, then please shoot our 24/7 Support Staff an email today.

If you have selected the preferred Module Type, let's assume, "Contact", then only Contact type records including the Marketing Metrics will sync back to SugarCRM.

  1. Accounts is a placeholder if you are syncing Accounts 
  2. Contacts is a placeholder if you are syncing Contacts - filled in as this record is a Contact
  3. Leads is a placeholder if you are syncing Leads
  4. Targets is a placeholder if you are syncing Targets
  5. The description is where the metadata or email content lands

TYPE: SuiteCRM, OnDemand and Hosted SugarCRM Community Versions

How do I find out my SugarCRM Web Service URL (SOAP)?

Format is listed for SugarCRM: http://{site_url}/service/v4_1/soap.php

https___syncapps.cazoomi.com_sync_profile_edit_profileId_281137766_step_config_sugarcrm_wizardId_2f10bff0_53ef_4550_b5bb_1116f4418a801492833739233.png

This is the URL of SOAP web service endpoint. Please use v4_1 (preferred if available) or v2 SOAP URL. The URL should end with "service/v4_1/soap.php" or "service/v2/soap.php".

If using SuiteCRM or your SugarCRM is hosted on Sugar On-Demand, the URL will be:
https://[your_sugar_ondemand_subdomain].sugarondemand.com/service/v4_1/soap.php

If SugarCRM installed as a root web application, the URL will be like this:
http://[hostname]:[port]/service/v4_1/soap.php

if SugarCRM is installed for example under the "sugar" path, the URL will be:
http://[hostname]:[port]/sugar/service/v4_1/soap.php

To be able to use this SyncApps, your SugarCRM instance must be accessible from SyncApps servers.

 SETUP: SugarCRM Credentials Screen in Step 1 of the Sync Profile

save imageSugarCRM Campaign Responses:

Once you have entered into Step 2 of Setup of the Sync Profile, you can now select your requirements like syncing back Campaign Metrics to SugarCRM for Sales to act upon.

Contact Layout and Campaign Metrics:

Sync Email Marketing Data

To install the module, please do the following steps:
  1. Download the Cazoomi SugarCRM module.
  2. Go to SugarCRM Administration page by pressing the Admin menu.
  3. Press Module Loader link
  4. Upload the module (zip file)
  5. Press the Install button
After the installation completed, a new sub-tab Email Marketing History should appear on the Contact, Lead, Target and Account detail page.
 
Inside SugarCRM:

sugarcrm_cc_demoshots5.png

sugarcrm_cc_demoshots7.png

sugarcrm_cc_demoshots10.pngsugarcrm_cc_demoshots22.pngsugarcrm_cc_demoshots23.pngsugarcrm_cc_demoshots24.png

REPORTS:

Reports.png

 

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