Connectors / Service / SugarCRM

Customer relationship management software. (updated: 1657717558720)

SugarCRM

No-touch customer experience (CX) platform

Overview

SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences.

Authentication

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 :

sugracrm-auth

Ensure you correctly add your SugarCRM credentials correctly in order to enable the connector.

All Operations

Latest version:

6.2

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.

List link names DDL

List records

Retrieve a list of records.

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.

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 fields DDL

List link sync key fields DDL

List module fields DDL

List modules DDL

List recipients

Retrieve a list of recipients that match the search term.

List records DDL

Retrieve a list of records.

List related records

Retrieve a list of related records.

List sync key fields DDL

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.