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How to integrate SugarCRM with Magento 2 via Zapier

Vinh Jacker | 12-15-2017

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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, relationship management and customer account 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.

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How to integrate SugarCRM with Magento 2

To integrate SugarCRM

  • Step 1: Sign up the Zapier account
  • Step 2: Sign up the SugarCRM account
  • Step 3: Integrate Magento 2.x
  • Step 4: Integrate SugarCRM for your Magento 2 store via Zapier

Step 1: Sign up the Zapier account

  • Signup Zapier here

Step 2: Sign up the OpenERP account

  • Signup SugarCRM here

After logging into Zapier, choose Create Zap to start integrating

Step 3: Integrate Magento 2.x

  • In this step, choose Magento 2.x so that Zapier can get all data from your store.

  • Then, choose New Customer in select Magento 2.x Trigger field and click on continue.

Integrate Magento 2.x

  • After that, you need to connect an Account in select Magento 2.x account field. In this step, please enter full domain, admin username and admin password of your Magento 2 store as the following image:

Integrate Magento 2.x

  • After generating your Magento 2.x account, the screen will display as an image below. Then, choose Save + Continue.

Imgur

  • Great! You have just tested Magento 2.x successfully. Please continue doing the next step.

Imgur

Step 4: Integrate SugarCRM

  • In Choose an Action App field, choose SugarCRM and click on Continue.

Integrate SugarCRM

  • Then, you need to choose one of the options in the drop-down in the Select SugarCRM Action field and click on continue.

Imgur

  • Next, you have to Select SugarCRM account. Please click on Connect an Account and your screen will display as an image below:

Imgur

  • After you enter Install URL, Username and 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 Email, First Name and Last Name that you have created from your Magento 2 store, then choose continue box.

  • 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.

Imgur

  • After all, you have just integrated SugarCRM with Magento 2.

Imgur

  • Try it with your Magento 2 store!
Jacker

Hello, I'm the Chief Technology Officer of Mageplaza, and I am thrilled to share my story with you. My deep love and passion for technology have fueled my journey as a professional coder and an ultra-marathon runner. Over the past decade, I have accumulated extensive experience and honed my expertise in PHP development.



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