Connecting SugarCRM to Act-On

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This article walks through connecting SugarCRM to Act-On so you can sync CRM entities, map fields, and keep contact data aligned between both systems.

Admin access required: You must be signed in as an Administrator in both SugarCRM and Act-On to complete the connection.

On-premise SugarCRM: Add Act-On IP addresses to your corporate allowlist before testing the connector.

Quick Reference (Advanced Users) - Click to Expand
  1. In SugarCRM: register the Act-On platform (API Platforms / custom platform ZIP).
  2. (Optional) In SugarCRM: create a Lead Score field if you plan to push scores.
  3. In Act-On: Settings > Connectors > CRM > SugarCRM and connect.
  4. Test the connector and authorize the IP if Sugar returns an “Illegal Remote Endpoint”.

Install the Act-On platform registration in SugarCRM

SugarCRM requires external APIs to be registered in the platform settings of your instance. If you need background on this SugarCRM requirement, refer to the SugarCRM documentation linked from your admin team.

  1. Download the Act-On custom platform ZIP file: Act-On custom platform ZIP. 
    If you are on macOS and the file auto-unzips, re-compress it before uploading to SugarCRM.
  2. Sign in to SugarCRM using an Administrator account.
  3. Open your profile menu (top right) and select Admin.
  4. Under Developer Tools, open Module Loader.
  5. Upload the ZIP, then complete the install (including Commit when prompted).
  6. Confirm the package is installed under Module Loader.

Confirm the API platform is enabled

  1. Return to the Admin area in SugarCRM.
  2. Under Developer Tools, select Configure API Platforms.
  3. Confirm act-on appears in the API Platforms list.

API platforms list showing act-on enabled

(Optional) Create a Lead Score Field in SugarCRM

If you plan to push the Act-On Lead Score for contacts to SugarCRM, you must create a field in SugarCRM for this data to push to. Otherwise, you can skip this step.

  1. In SugarCRM (Administrator account), open the profile menu (top right) and select Admin.
  2. Under Developer Tools, click Studio.
  3. Click Leads > Fields > Add Field.
  4. Set Data Type to Integer.
  5. Set Field Name to ActOnLeadScore (no spaces, hyphens, etc.).
  6. Check Enable Range Search.
  7. Click Save.
  8. Repeat these steps for Contacts (and any other module where you want the lead score field available).

Connect Act-On to SugarCRM

  1. Sign in to Act-On as an Administrator.
  2. Go to Settings > Connectors > CRM > SugarCRM.
  3. Click Connect.
  4. Enter your SugarCRM credentials:
    • SugarCRM Login
    • Password
    • SugarCRM URL
  5. Click Login.

A successful connection looks like this:

Successful SugarCRM connection screen in Act-On

Next steps

Once the connection is complete, move on to syncing your SugarCRM data into Act-On:

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