Integrate SugarCRM with LeadsBridge

Intro

SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.

In this article, you'll learn how to connect your LeadsBridge account with SugarCRM.

Connect SugarCRM integration

Before you start

Authorize SugarCRM integration

Setup your SugarCRM integration

1. Click on Connect SugarCRM
2. Click on Create new integration to connect your SugarCRM (or select an existing one from the dropdown if you already connected it)
3. A popup wil be opened where you can authorize the SugarCRM integration
4. Fill URL, Username, Password, API Version field to connect SugarCRM with LeadsBridge
5. Click on the Authorize button
6. You can choose a name for this SugarCRM and LeadsBridge integration (you can also edit it later)
7. Once done, click on Continue button and you will get back to the bridge experience where you could choose additional integration settings
8. Now that your SugarCRM is connected, you can continue with the set-up of your bridge

Configuration details for SugarCRM

How to get URL, Username, Password, API Version

Enter the API URL (the installation URL where you access to SugarCRM) and Select the API Version (v10 recommended)

Enter your SugarCRM Username and Password.

Which entity concepts we support for SugarCRM

With LeadsBridge you may use these entity concepts for SugarCRM.

1. Lead

   Leads are users interested in your product or service. They can be considered potential customers.

2. Contact

   Contacts are used to Store basic KYC details of Person or contact person of any organization/firm.
   It contains contact, address info, mobile/office phone, personal details like birthday, anniversary, designation, department etc.
   The basic purpose of this module is, easy to get designation/department wise contact information of any firm. ( Learn more)

3. Target

Which segmentation concepts we support for SugarCRM

With LeadsBridge you may use these segmentation concepts for SugarCRM.

1. Lead Source

   The sources are responsible for encapsulating the retrieval of the data as a single record or a list or records of the connectors. ( Learn more)

Do you need help?

Here some additional resources:

• LeadsBridge KNOWLEDGE BASE
• Contact support from your account clicking on the top right Support button