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How to get started with the SugarCRM connector in Qlik Application Automation

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How to get started with the SugarCRM connector in Qlik Application Automation

Last Update:

Jun 18, 2023 10:54:51 PM

Updated By:


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:



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.




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Last update:
‎2023-06-19 01:54 AM
Updated by: