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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