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

[Ankit_KSingh]

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.