SugarCRM 6.2
No-touch customer experience (CX) platform
SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences.
When using the SugarCRM connector, the first thing you will have to do is click on 'New Authentication' in the step editor. To create an authentication with Namely you will need CRM URL , Username and Password :
Ensure you correctly add your SugarCRM credentials correctly in order to enable the connector.
SugarCRM Operations
Bulk request Run a sequence of API requests in one query. The requests are executed sequentially and their results are returned as one response.
Count accounts Count the number of Accounts in your SugarCRM account. Optionally apply filters to count only specific records.
Count contacts Count the number of Contacts in your SugarCRM account. Optionally apply filters to count only specific records.
Count employees Count the number of Employees in your SugarCRM account. Optionally apply filters to count only specific records.
Count opportunities Count the number of Opportunities in your SugarCRM account. Optionally apply filters to count only specific records.
Create email Creates an email in your SugarCRM account.
Create email address Creates a new email address in your SugarCRM account.
Create lead Create a new lead in your SugarCRM account.
Create or update record by sync_key field Upserts based on 'sync_key field'. It updates a record if it can be found by the 'sync_key field'. If the record does not exist, then creates it.
Create record Create a record.
Create relationship Create a relationship to a pre-existing record.
Create relationship by sync_key fields Creates a relationship based on 'LHS (left-hand side) sync_key field' and 'RHS (right-hand side) sync_key field'. If both the LHS and RHS records can be found with the respective sync_keys, then relate the RHS record to the LHS record.
Delete record Delete record by its ID.
Delete record by sync_key field Deletes the record with the given sync_key value
Delete relationship Delete an existing relationship between two records.
Delete relationship by sync_key field Removes a relationship based on 'LHS (left-hand side) sync_key' and 'RHS (right-hand side) sync_key'. If both the LHS and RHS records can be found with the sync_keys, and those records are related, then remove the relationship of the RHS record to the LHS record.
Get filtered records count Retrieve the count of records that have been filtered.
Get filtered related records count Retrieve a list of related records by filter.
Get record Retrieve a record by its ID.
Get record by sync_key field Retrieves the record with the given sync_key value.
Get related record Retrieve a related record with relationship role information.
Link call to contacts Links a call to a list of contacts.
List filtered related records Retrieve a list of related records by filter.
List labels by language Retrieve a list of application labels for a specific language.
List link sync key fields DDL
List recipients Retrieve a list of recipients that match the search term.
List records Retrieve a list of records.
List records DDL Retrieve a list of records.
List related records Retrieve a list of related records.
Raw HTTP request (advanced) Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.
Update email Updates an email in your SugarCRM account. Used for updating an archived email, updating a draft to send later, or sending a draft.
Update record Update a record.
Update record sync_key Updates the sync_key value for a record.
Upload file Attach a file to a field on a record. 
