How to get started with SugarCRM on Zapier

Connect to SugarCRM on Zapier

SugarCRM uses session authentication to authenticate your account on Zapier.

Required authentication fields

  • Sugar Instance URL
  • Username
  • Password

Optional authentication field

  • Use `Zapier` as API Platform

By default, Zapier uses the base platform. However, if you're experiencing frequent issues connecting to SugarCRM, it may be due to a login conflict. In these cases, to use this field, you'll need to set up zapier as an API platform in SugarCRM

About SugarCRM's app

Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only  
Is a paid SugarCRM plan required? Yes View SugarCRM's plans.
Are any special account permissions required? Yes To connect SugarCRM to Zapier, you must create a Systems Administrator User and provide their login credentials. Learn more about SugarCRM's account permissions.
Are there usage limits? No  
Are there pagination limits? No  
Do trigger samples use real data from your account or generic data? Real trigger samples  
Are custom fields supported? No  
Do update actions overwrite or append to existing data? Overwrite existing data  
Is there any additional info? Yes
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