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 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 https //www sugarcrm com/ directly requirements to use the sugarcrm app in make, you must have an active sugarcrm account with valid username and password credentials, https //www sugarcrm com/ for subscription, refer to the https //www sugarcrm com/ connect sugarcrm and {{product name}} to get started, you must first create a connection between sugarcrm and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //support sugarcrm com/documentation/unsupported versions/sugar 13 0/serve/administration guide/system/#oauth keys create the connection in {{product name}} https //www make com/en/register , add the sugarcrm module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page sugarcrm modules after connecting to the sugarcrm app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a bug creates a new bug report in the system create a call initiates and schedules a new phone call create a case creates a new support case in the system create a category adds a new category to your account create a contact adds a new contact to your account create a contract creates a brand new contract record in your system create a currency adds a new currency to your account or system create a custom query generates a new custom search or data retrieval request based on specified criteria create a lead adds a new lead record to your system create a manufacturer adds a new manufacturer record to your system create a meeting schedules a new online meeting event create a note adds a new note to your selected account or workspace create a product adds a new product to your inventory or catalog create a product type adds a new product type to your system create a project creates a new project within your selected workspace create a prospect adds a new prospect record to your database create a revenue line item adds a new revenue line item to your account create an account creates a new user account within the specified system create an email template generates a new customizable email template for your communications create an inbound email generates a new inbound email message within your account create an opportunity creates a new sales opportunity record in your system create a campaign creates a new marketing campaign in your account delete a bug removes a specific bug from the system delete a call removes a specific call record from your account delete a campaign permanently removes a selected campaign from your account delete a case permanently removes a specified case from the system delete a category removes an existing category from your account delete a contact removes a specified contact from your account delete a contract permanently removes a specified contract from your account delete a currency removes a specified currency from your account or system delete a custom query removes a specified custom query from your account delete a forecast worksheet removes a specified forecast worksheet from your account delete a lead removes a specific lead from your database delete a manufacturer removes a specified manufacturer from your system delete a meeting permanently removes a scheduled meeting from your calendar delete a note removes a selected note from your account delete a product removes a selected product from your inventory or product list delete a product type removes a specified product type from your account delete a project permanently removes a selected project from your account delete a prospect removes a selected prospect from your database delete a revenue line item removes a specific revenue line item from your account delete an account permanently removes a specified user account from the system delete an email template permanently removes a selected email template from your account delete an inbound email permanently removes a received inbound email from your mailbox delete an opportunity removes a selected opportunity from your account get a bug retrieves detailed information about a specific bug get a call retrieves details of a specific call get a campaign retrieves detailed information about a specific campaign get a case retrieves detailed information about a specific case get a category retrieves detailed information about a specific category get a contact retrieves detailed information about a specific contact get a contract retrieves detailed information about a specific contract get a currency retrieves detailed information about a specific currency get a custom query retrieves data based on a specified custom query get a lead retrieves detailed information about a specific lead get a manufacturer retrieves detailed information about a specific manufacturer get a meeting retrieves detailed information about a specific meeting get a note retrieves the details of a specific note get a product retrieves detailed information about a specific product get a product type retrieves detailed information about a specific product type get a project retrieves detailed information about a specific project get a prospect retrieves detailed information about a specific prospect get a revenue line item retrieves detailed information about a specific revenue line item get an account retrieves detailed information about a specific account get an email template retrieves a specific email template from your account get an inbound email retrieves an incoming email message get an opportunity retrieves detailed information about a specific opportunity make an api call executes a custom api request to the connected service using your authorized credentials save a file uploads and stores a file in a temporary folder for short term use search accounts finds accounts that match the specified search criteria search bugs finds bugs that match specified search criteria search calls finds calls that match specified search criteria search campaigns finds campaigns that match specified search criteria search cases finds cases that match specified search criteria search categories finds categories that match the specified search criteria search contacts finds contacts that match specified search criteria search contracts finds contracts that match the specified search criteria search currencies finds currencies that match the specified search criteria search custom queries searches for custom queries based on specified criteria search email templates finds email templates that match specified search criteria search forecast worksheets searches for forecast worksheets that match the specified criteria search inbound emails searches for incoming emails that match specified criteria search leads finds leads that match specified search criteria search manufacturers finds manufacturers that match the specified search criteria search meetings finds meetings that match the specified search criteria search notes finds notes that match the specified search criteria search opportunities finds opportunities that match the specified search criteria search product types finds product types that match the specified search criteria search products finds products that match the specified search criteria search projects finds projects that match specified search criteria search prospects finds prospects that match the specified search criteria search revenue line items finds revenue line items that match specified search criteria update a bug modifies the details of an existing bug report update a call modifies the details of an existing call update a campaign updates the details of an existing campaign update a case updates the details or information of an existing case update a category modifies the details of an existing category update a contact updates the details of an existing contact update a contract modifies the details of an existing contract update a currency modifies the details of an existing currency record update a custom query modifies the details of an existing custom query update a lead updates the details of an existing lead update a manufacturer updates the details of an existing manufacturer in your system update a meeting modifies the details of an existing meeting update a note modifies the content or details of an existing note update a product modifies the details of an existing product update a product type modifies the details of an existing product type update a project modifies the details of an existing project update a prospect updates the details of an existing prospect in your database update a revenue line item modifies the details of an existing revenue line item update an account updates the details or information of a specified account update an email template modifies the content or settings of an existing email template update an inbound email modifies the details of a received email message update an opportunity modifies the details of an existing opportunity watch accounts triggers when a new user account is created or when details of an existing user account are updated watch bugs triggers whenever a new bug is reported or when details of an existing bug are modified watch calls triggers when a new call record is added or when details of an existing call are modified watch campaigns triggers when a new campaign is created or when changes are made to an existing campaign watch cases triggers when a new case is added or when details of an existing case are modified watch categories triggers when a new category is added or when changes are made to an existing category watch contacts triggers whenever a contact is added to your account or when details of an existing contact are modified watch contracts triggers when a new contract is added or when changes are made to an existing contract watch currencies triggers when a new currency is added to your system or when details of an existing currency are modified watch custom queries triggers whenever a new custom query is added or when changes are made to an existing custom query watch email templates triggers whenever a new email template is added or when changes are made to an existing email template watch forecast worksheets triggers whenever a new forecast worksheet is created or when changes are made to an existing forecast worksheet watch inbound emails triggers when a new inbound email is received or when an existing inbound email is modified watch leads triggers whenever a new lead is added or when details of an existing lead are modified watch manufacturers triggers whenever a new manufacturer record is added or when details of an existing manufacturer are modified watch meetings triggers whenever a new meeting is scheduled or when details of an existing meeting are modified watch notes triggers when a new note is added or when changes are made to an existing note watch opportunities triggers whenever a new opportunity is added or when details of an existing opportunity are modified watch product types triggers whenever a new product type is added or when changes are made to an existing product type watch products triggers whenever a new product is added or when details of an existing product are modified watch projects triggers when a new project is added or when changes are made to an existing project watch prospects triggers whenever a new prospect is added or when details of an existing prospect are modified watch revenue line items triggers when a new revenue line item is added or when details of an existing revenue line item are modified templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} sugarcrm resources you can have access to more resources related to this app on the following links https //community make com/search?q=sugarcrm https //www sugarcrm com/ https //support sugarcrm com/documentation/sugar developer/sugar developer guide 11 2/integration/web services/rest api/ https //www make com/en/integrations/sugarcrm11