You have tried to integrate SugarCRM customer relationship management software with Magento 2 store and it failed. Don’t worry, we’ll show you how to integrate SugarCRM with Magento 2 in details in this article.
SugarCRM is a customer care software that serves more than 50,000 companies worldwide. This software allows you to handle sales automation, marketing automation, account management and customer relationship management. This is an extremely user-friendly and powerful platform. It can integrate with many 3rd-party systems and attract you right from the first use. Thanks to SugarCRM, you can save time in managing your e-commerce store. Managing contacts with customers will never be that easy.
After logging into Zapier, choose
Make a Zap to start integrating
Magento 2.xso that Zapier can get all data from your store.
select Magento 2.x Triggerfield and click on
connect an Accountin
select Magento 2.x accountfield. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:
Save + Continue.
Choose an Action Appfield, choose
SugarCRMand click on
Select SugarCRM Actionfield and click on
Select SugarCRM account. Please click on
Connect an Accountand your screen will display as an image below:
After you enter
Password, please click on
Yes, continue. And then, you have just connected an SugarCRM account.
Next, you have to
Set up SugarCRM contact. Now, please enter all requests as well as the information of customers such as
First Name and
Last Name that you have created from your Magento 2 store, then choose
After completing these steps, now you have just tested
SugarCRM successfully. Finally, choose
Finish and set the
name your zap to complete.
From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.