Jun 18, 2023 10:54:51 PM
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.
