CRM and Sales tools

SugarCRM

3min
with sugarcrm modules in make, you can manage accounts, bugs, calls, campaigns, cases, categories, contacts, contracts, currencies, custom queries, email templates, forecast worksheets, inbound emails, leads, manufactures, meetings, notes, opportunities, products, product types, projects, prospects, and revenue line items to use the sugarcrm modules, you must have a sugarcrm account you can create an account at sugarcrm com https //www sugarcrm com/uk/pricing/ refer to the sugarcrm api documentation https //support sugarcrm com/documentation/sugar developer/sugar developer guide 13 0/integration/web services/rest api/endpoints/ for a list of available endpoints connect sugarcrm to make to establish the connection log in to your make account, add a sugarcrm module to your {{scenario singular lowercase}} , and click create a connection note if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection in the server url , enter the domain name where your program is registered for example https //example sugarcrm eu/ in the username and password fields, enter your sugarcrm account credentials optional click show advanced settings and enter your platform for platform specific metadata, the api version , and your custom app client credentials if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/sugarcrm11 click save you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more sugarcrm modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz set up sugarcrm webhooks this app uses webhooks https //www make com/en/help/tools/webhooks html to trigger a scenario when an event occurs instantly all webhook modules have an instant tag next to their name to set up a webhook, follow these steps add a sugarcrm instant module to your scenario and click create a webhook optional enter a name for the webhook in the webhook name field select the corresponding connection for the webhook in the connection field click save > copy address to clipboard log in to your sugarcrm account https //account sugarcrm com/ in the top right corner, click on your profile avatar and click admin under system , click web logic hooks in the upper right, click create fill in the fields as follows click save sugarcrm will now send data to make through the webhook when the selected event occurs