SugarCRM 7/8

Getting started with SugarCRM

To use any of the above modules, you need to have SugarCRM accessible from the Internet and a SugarCRM account. If you do not have SugarCRM that is publicly accessible or you do not have a SugarCRM account, then contact your system administrator or SugarCRM administrator.

IMPORTANT: If you use SugarCRM 7.9 up to 7.11, you must install Integromat API Platform module from here: https://github.com/integromat/sugarcrm-integromat-api-platform. Instructions are in the README.md file. Contact your system administrator or SugarCRM administrator if you need more information or help with installing this module.

If you use SugarCRM 8 you can either use the above method or configure API platforms using the Administration panel and add the integromat-api platform like this:

Connecting the SugarCRM service to Integromat

To connect your SugarCRM account to Integromat, follow the general instructions for Connecting to services. You have to specify the address (URL) of your SugarCRM instance, your SugarCRM username, and password. Note that Integromat does not store your username and password. After you click the Continue button, Integromat will validate your connection and you can continue creating your scenario.