GETTING STARTED GUIDE: How to set up a new connection?
ALL FEATURES EXPLAINED: All our features/functionality explained in detail - no app-specifics.
Sugar by SugarCRM is an accessible and customizable social CRM solution bridging the gap between your sales and marketing teams. Important salesforce and marketing automation, direct lead capturing, and customer support tools are just some of the powerful features this app includes. Sugar will allow you to create exceptional relationships with your current and future customers. Below you'll find detailed information, specifically for Sugar integrations.
Supported Sugar integrations
We need your Sugar domain, Username and Password as well your Consumer Key and Consumer Secret. Details about the Winter 18 release can be found here.
The terms and conditions with regards to self-hosted apps can be found here.
We only support versions of Sugar CRM 8.3.x and above.
The Sugar Community Edition is also not supported in PieSync, as it uses a completely different API.
If you already authorized Sugar accounts in the past or in any other PieSync integration, you'll be able to skip this step and choose from your CONNECTED ACCOUNTS.
Choose your contact type
Distinguish between Contacts, Leads and Companies before proceeding to the configuration page.
- Learn about our contact sync below.
- More in-depth info about syncing Leads can be found here.
- More in-depth info about our Company to Company sync can be found here.
[IF] Supported Conditions/Filters
- INVALID EMAIL YES/NO
- OPTED IN/OUT MARKETING
- PORTAL ACTIVE YES/NO
- LEAD SOURCE
- FIELDS (INCLUDING CUSTOM FIELDS)
- ALREADY EXISTING IN APP YOU SYNC WITH
[THEN] Supported Conditions
- (DIS)ACTIVATING PORTAL
- UPDATING LEAD SOURCE
- UPDATE FIELDS (INCLUDING CUSTOM FIELDS)
Default Field Mapping
Depending on the other app you are syncing with, you'll see a number of standard Sugar fields being mapped. For instance, a connection with SharpSpring will look something like this:
PieSync syncs the default name field(s) that come with the apps. Sometimes they have a different structure in both apps you connect. E.g. first and last names are separate in app A and joint in a single field in app B. In the background, PieSync joins first and last names together from app A to B and separates them again from app B to A. Our algorithm is smart about which part it updates in app B.
Customizable Field Mapping
You can custom map your Sugar Custom Fields and any additional standard fields. Bear in mind a mapping between two fields can only exist if the types of fields are compatible, and the particular compatibility will determine the direction of the mapping as well. More information on Customizable Field Mapping here.
The availability of additional sync option is app and connection dependent. If the feature box (screenshots above) is not there to tick, it's simply not possible. We need to be able to detect deletions on one side and at the same time be able to create add a segment 'PieSync Trash' or 'PieSync Unsubscribes' on the other side.
Thanks to the feedback we have already received, we created a list of popular apps that we’re going to work on very soon. By voting them up in our pipeline, YOU decide which connectors we’ll release first. If you don’t see your app on the list or need any further help, drop us a line - email@example.com. Don't forget to read our blog for the latest in productivity, apps, and technology!