SugarCRM Integration - Start Here

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This integration connects your SugarCRM and Act-On, facilitating seamless data mapping and synchronization.

Bonus: This setup enables Act-On to provide the SugarCRM sales team with better-qualified leads that are ready for sales efforts.

Follow the instructions in each article in order:

Step 1: Connect SugarCRM to Act-On

Set up the connection between your SugarCRM and Act-On accounts.

Step 2: Synchronize SugarCRM Data to Act-On

Once the connection is established, this step involves importing your list, mapping fields, and configuring synchronization to update data between your SugarCRM and Act-On accounts.

Step 3: Access Your Act-On Data in SugarCRM

Install the Act-On package for SugarCRM.

Also see Post SugarCRM Integration Options & Troubleshooting.

This integration is for SugarCRM v11 or later. If you have an earlier version contact support.

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