How to integrate SugarCRM with Magento 2 via Zapier
Vinh Jacker | 3 days ago
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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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Learn moreHow 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
inselect Magento 2.x Trigger
field and click oncontinue
.
- After that, you need to
connect an Account
inselect 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:
- 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
- In
Choose an Action App
field, chooseSugarCRM
and click onContinue
.
- Then, you need to choose one of the options in the drop-down in the
Select SugarCRM Action
field and click oncontinue
.
- Next, you have to
Select SugarCRM account
. Please click onConnect an Account
and your screen will display as an image below:
-
After you enter
Install URL
,Username
andPassword
, please click onYes, 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 asEmail
,First Name
andLast Name
that you have created from your Magento 2 store, then choosecontinue
box. -
After completing these steps, now you have just tested
SugarCRM
successfully. Finally, chooseFinish
and set thename your zap
to 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!