SugarCRM and SuiteCRM Integration Quick Set Up Guide

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

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.

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

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

SugarCRM 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

REPORTS: