This article provides an overview of the available blocks in the SugarCRM connector in Qlik Application Automation.
SugarCRM is a cloud-based application for handling sales automation, marketing automation, account management, and customer relationship management needs.
Authentication to SugarCRM happens through OAuth 2.0 2-legged Authentication. To use this connector, you need to provide the username, password, platform, and site_url of your SugarCRM account.
When you connect to SugarCRM in Qlik Application Automation you will be presented with the following screen:
The following blocks are available in SugarCRM Connector:
List new and updated accounts incrementally
Link contact with account
List new and updated contacts incrementally
Search Contacts by Email
Link Contact to Opportunity
List Contacts Linked to an Opportunity
Search leads by website
Search leads by postal code
List new and updated leads incrementally
List new and updated opportunities incrementally
Search Opportunities by Account ID
Raw API request
Raw API list request
list new and updated users incrementally
Search records by name
Search records by ID
The information in this article is provided as-is and to be used at own discretion. Depending on tool(s) used, customization(s), and/or other factors ongoing support on the solution below may not be provided by Qlik Support.