How to integrate SugarCRM with Magento 2 via Zapier
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.
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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
Make a Zap to start integrating
Step 3: Integrate Magento 2.x
- In this step, choose
Magento 2.xso that Zapier can get all data from your store.
- Then, choose
select Magento 2.x Triggerfield and click on
- After that, you need to
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:
- After generating your Magento 2.x account, the screen will display as an image below. Then, choose
Save + Continue.
- Great! You have just tested Magento 2.x successfully. Please continue doing the next step.
Step 4: Integrate SugarCRM
Choose an Action Appfield, choose
SugarCRMand click on
- Then, you need to choose one of the options in the drop-down in the
Select SugarCRM Actionfield and click on
- Next, you have to
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
Last Namethat you have created from your Magento 2 store, then choose
After completing these steps, now you have just tested
SugarCRMsuccessfully. Finally, choose
Finishand set the
name your zapto complete.
From now on, your Zap is working and it will auto-check for your Magento 2.x new customer.
- After all, you have just integrated SugarCRM with Magento 2.
- Try it with your Magento 2 store!
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