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How to get started with SugarCRM on Zapier
February 12, 2024 12:36
Connect to SugarCRM on Zapier
SugarCRM uses session authentication to authenticate your account on Zapier.
Required authentication fields
Sugar Instance URL
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?
Are any special account permissions required?
To connect SugarCRM to Zapier, you must create a Systems Administrator User and provide their login credentials. Learn more about SugarCRM's
Are there usage limits?
Are there pagination limits?
Do trigger samples use real data from your account or generic data?
Real trigger samples
Are custom fields supported?
Do update actions overwrite or append to existing data?
Overwrite existing data
Is there any additional info?
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