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How to get started with the SugarCRM connector in Qlik Application Automation
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
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:
Available Blocks
The following blocks are available in SugarCRM Connector:
Account Endpoints
- Create account
- Update account
- Get account
- List accounts
- Delete account
- List new and updated accounts incrementally
Contact Endpoints
- List contacts
- Get contact
- Link contact with account
- List new and updated contacts incrementally
- Create contact
- Update contact
- Delete contact
- Search Contacts by Email
- Link Contact to Opportunity
- List Contacts Linked to an Opportunity
Lead Endpoints
- List leads
- Get lead
- Create lead
- Update lead
- Delete lead
- Search leads by website
- Search leads by postal code
- List new and updated leads incrementally
Opportunity Endpoints
- List opportunities
- Get opportunity
- List new and updated opportunities incrementally
- Search Opportunities by Account ID
- Create opportunity
- Update opportunity
- Delete opportunity
Miscellaneous Endpoints
- List products
- List quotes
- Raw API request
- Raw API list request
- list users
- list new and updated users incrementally
- create note
- 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.