SugarCRM

• SugarCRM Integration - Start Here

  Use this guide to set up the SugarCRM integration in the correct order so Act-On can sync CRM records, map fields, and optionally show Act-On activity inside SugarCRM for Sales users.Version requirement: This integration is for SugarCRM v7.10 or later (API v11+). If you are unsure which version you are on, check with your SugarCRM administrator.Quick Reference (Advanced Users) - Click to Expand...

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• Connecting SugarCRM to Act-On

  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...

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• Synchronizing SugarCRM Data to All Contacts

  Use this guide to sync SugarCRM Leads, Contacts, and Targets into Audience Center > All Contacts. You will map fields, set push rules, and schedule sync so Act-On and SugarCRM stay aligned.Some SugarCRM fields map automatically to Act-On Standard fields. For anything that does not map cleanly, create an Act-On custom field so you can still store and use the value for segmentation and personaliz...

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• Synchronizing SugarCRM Data to Marketing Lists

  Use this article if your Act-On account synchronizes SugarCRM data into Marketing Lists. This legacy model relies on importing specific SugarCRM lists and setting up list-level sync behavior in Act-On.If your Act-On account uses Audience Center (All Contacts), do not use this article. Instead, see Synchronizing SugarCRM Data to All Contacts.Quick Reference (Advanced Users) - Click to Expand Set...

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• Access Your Act-On Data in SugarCRM

  Install the Act-On package for SugarCRM to let Sales users view Act-On activity history on records in SugarCRM and use Act-On dashlets (such as Hot Prospects). This article covers installing the SugarCRM package, configuring the connector, enabling the connector modules, and adding dashlets.Quick Reference (Advanced Users) - Click to Expand Download the Act-On SugarCRM package ZIP. Generate an ...

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• Connecting a Single SugarCRM Account with Multiple Act-On Accounts

  You can connect one SugarCRM account to several Act-On accounts. In doing so, make sure to monitor which records are imported and marketed to in each Act-On account. To set up the connection you'll need to use the SugarCRM Administrator’s login. Create/Ensure Non-Global Teams are Setup in SugarCRM To link one SugarCRM account to multiple Act-On accounts, use SugarCRM Teams during package inst...

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• Post SugarCRM Integration Options & Troubleshooting

  Congratulations on completing your SugarCRM integration with Act-On! As you move forward, this guide will be your roadmap to further success. We'll explore steps to take when setting up account reports, defining standard field names, understanding target lists, and troubleshooting dashlets to optimize your outcomes. Set Up the Account Report (Optional) If your marketing strategy revolves around...

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