Sugar CRM API Upgrade

  • Updated

Act-On's built-in integration with Sugar CRM now runs on Sugar's REST API v11, replacing the older API version.

Why this matters: The upgrade unlocks real-time data pushes to Sugar and enabled bi-directional Opt-Out sync between Act-On and Sugar. It also draws a line under support for old Sugar versions - see the note in Customer Impact below if your instance is on legacy Sugar CRM.

What's Changed

Act-On's built-in integration with Sugar CRM is now using REST API v11.

When

April 18, 2023.

Customer Impact

Customers can now see the following improvements and benefits:

  • Real-time data updates from Act-On to Sugar from List Sync Settings
    • Data will push to Sugar immediately when it is changed in Act-On. Screenshot of the List Sync Settings enabling real-time data pushes to Sugar CRM.
  • Bi-directional Opt-Out data sync between Act-On and Sugar CRM (released August 21, 2023 - see Sugar CRM Integration Upgrade - Opt-Out Sync: Released)Screenshot of the bi-directional Opt-Out sync setting between Act-On and Sugar CRM.
  • All Contacts - Act-On's new central place to manage all Act-On Contacts
  • Account Lists can be imported but Push to Sugar CRM is disabled. For the Account Based Marketing segmentation use case, you can use the CRM>Account object in the segmentation feature. Screenshot of an imported Sugar Account List.Screenshot of the CRM > Account object used in the segmentation feature for Account Based Marketing.
This upgrade was not rolled out to customer accounts that use legacy Sugar CRM application versions (6.x - 7.9.x). These accounts have not been supported by Act-On since April 1, 2023. See SugarCRM Integration - Start Here for more information.

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