SugarCRM
 | SugarCRM is a customer relationship management platform that helps businesses manage sales, marketing, and customer support. Integrating SugarCRM with Make.com enables automated lead management, contact updates, and syncing of sales activities across multiple business tools. |
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This is AI-generated content based on official SugarCRM documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact SugarCRM directly.
Requirements
To use the SugarCRM app in Make, you must have an active SugarCRM account with valid username and password credentials, create your account on SugarCRM. For subscription, refer to the SugarCRM pricing page.
Connect SugarCRM and Make
To get started, you must first create a connection between SugarCRM and Make, allowing the two services to communicate.
Obtain your OAuth2 credentials in your SugarCRM account
Create the connection in Make.
Obtain your OAuth2 credentials in your SugarCRM account
Before you create the connection in Make, you should first obtain your OAuth2 credentials in your SugarCRM account.
To obtain your OAuth2 credentials :
Navigate to the Admin panel.
Navigate to the System section.
Click OAuth Keys.
Click the three-dots menu in the OAuth Keys module tab and select Create OAuth Key.
If prompted, enter the callback URI: https://www.integromat.com/oauth/cb/sugarcrm11
Copy the Client ID displayed on screen.
Copy the Client secret displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the SugarCRM module to your scenario, and click Create a connection.
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.
Enter the authentication credentials you copied from your SugarCRM account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
SugarCRM modules
After connecting to the SugarCRM app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
SugarCRM resources
You can have access to more resources related to this app on the following links