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:
Use Case a lot of our subscribers and consultants love is having a SugarCRM Target list to sync to Constant Contact or Mailchimp and also allow when someone opt-outs from Constant Contact or Mailchimp, to enable in SugarCRM as a check box on the record. This works flawlessly to automate your boring import-export tasks.
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.
- Accounts is a placeholder if you are syncing Accounts
- Contacts is a placeholder if you are syncing Contacts - filled in as this record is a Contact
- Leads is a placeholder if you are syncing Leads
- Targets is a placeholder if you are syncing Targets
- 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
This is the URL of the 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 is 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 these SyncApps, your SugarCRM instance must be accessible from SyncApps servers.
SETUP: SugarCRM Credentials Screen in Step 1 of the Set Up
SugarCRM Campaign Responses:
Once you have entered into Step 2 of Setup of the Set Up, 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
- Download the Cazoomi SugarCRM module.
- For SugarCRM v7 or above, please download this module: Cazoomi_SugarCRM_sync_module-2.4.2.zip
- For SugarCRM v5 or v6, please download this module: Cazoomi_SugarCRM_sync_module-2.3.2.zip
- Go to the SugarCRM Administration page by pressing the Admin menu.
- Press Module Loader link
- Upload the module (zip file)
- Press the Install button
Inside SugarCRM:
Need Some Help with a Human Touch?
Check out the options below on how you can contact our support team and find the answers you need to help you with your SyncApps integrations.
Help Center & Email is 24/7 to support@cazoomi.com | Live Chat & Phone have to be scheduled in advance.
FAQs
Check out these Help Desk articles for answers to frequently asked questions.
Get Started | Login Issues | Pricing
Be sure to see one customer's story on how SyncApps helped them save 13 days per year of manually importing/exporting data!
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