SugarCRM
Sugar CRM helps teams efficiently manage customer relationships by centralizing sales, marketing, and customer data in one platform. It offers flexible customization and automation to align with unique business processes and improve productivity. With real-time insights, strong security, and seamless integrations, Sugar CRM enables better collaboration and smarter decision-making across teams.
Authentication:
Integrating your application with Sugar CRM enables seamless customer data synchronization, streamlined sales processes, and improved relationship management. Before starting, ensure you have this information:
Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. It could be something descriptive like "MyAppSugarCRMIntegration".Authentication type: Select the type of authentication for connecting to your SugarCRM account.OAuth 2.0
Password grant
Instance URL: Enter your instance url. This can be found in your SugarCRM account url.API version: Select the REST API version your SugarCRM instance supports. The default is v11.
OAuth 2.0 Based :
Client ID: Enter your client ID. To know more about this, follow the SugarCRM official documentation.Client secret: Enter your client secret.
Password grant Based :
Client ID: Enter your client ID. To know more about this, follow the SugarCRM official documentation.Client secret: Enter your client secret.Username: Enter the username of your SugarCRM account.Password: Enter the password of your SugarCRM account.Platform identifier: Enter the unique platform identifier.
ACTIONS :
Action Name | Description |
| Creates an outbound email in SugarCRM |
| Creates a new record in SugarCRM |
| Duplicates check in SugarCRM |
| Global search in SugarCRM |
| Lists staged packages in SugarCRM |
| Move after target in SugarCRM |
| Set case as requested for close in SugarCRM |
| Update email address in SugarCRM |
| Count all emails in SugarCRM |
| Count filtered emails in SugarCRM |
| Sets configuration values for a given configuration category |
| Enable refresh_interval for all indices managed by SugarCRM |
| Triggers an explicit Elasticsearch index refresh for all indices managed by SugarCRM |
| Creates a new email address in SugarCRM |
| Creates and/or updates the config settings for the KBContents module in SugarCRM |
| Creates relationships to pre-existing records for a KBContents record in SugarCRM |
| Count filtered emails in SugarCRM |
| Gets Amazon Web Services configs from Sugar Serve |
| Gets configuration values for a given category from SugarCRM |
| Returns the index statistics for the Elasticsearch backend |
| Returns the mapping for every available Elasticsearch index |
| Returns queue statistics for the Elasticsearch backend in SugarCRM |
| Returns the current refresh_interval for every index managed by SugarCRM |
| Get email record from SugarCRM |
| Lists filtered KBContents records in SugarCRM |
| Lists filtered KBContents records in SugarCRM |
| Get free busy information for a lead |
| Votes for a Knowledge Base article as useful in SugarCRM |
| List emails from SugarCRM |
| Register a new lead in SugarCRM |
| Sends an email using SugarCRM |
| Creates and/or updates the config settings for the KBContents module in SugarCRM |
| Set Amazon Web Services configs in Sugar Serve |
| Deletes package file in SugarCRM |
| Disable IDM mode in SugarCRM |
| Enable IDM mode in SugarCRM |
| Lists authentication settings in SugarCRM |
| Gets installed packages in SugarCRM |
| Gets portal modules in SugarCRM |
| Gets search index status in SugarCRM |
| Gets searchable fields in SugarCRM |
| Gets staged packages in SugarCRM |
| Reindex search in SugarCRM |
| Deletes package file in SugarCRM |
| Disable IDM mode in SugarCRM |
| Enable IDM mode in SugarCRM |
| Lists authentication settings in SugarCRM |
| Gets installed packages in SugarCRM |
| Gets portal modules in SugarCRM |
| Gets search index status in SugarCRM |
| Gets searchable fields in SugarCRM |
| Gets staged packages in SugarCRM |
| Reindex search in SugarCRM |