To use any of the above modules, you need to have SugarCRM accessible from the Internet and a SugarCRM account. If you do not have SugarCRM that is publicly accessible or you do not have a SugarCRM account, then contact your system administrator or SugarCRM administrator.
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Important |
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If you use SugarCRM 7.9 up to 7.11, you must install {{Make}} API Platform module from here: https://github.com/integromat/sugarcrm-integromat-api-platform. Instructions are in the |
If you use SugarCRM 8 you can either use the above method or configure API platforms using the Administration panel and add the integromat-api
platform like this:
Note that SugarCRM 7/8 app supports only SugarCRM versions 7 and 8. It does not support SuiteCRM of any version.
To connect your SugarCRM account to {{Make}}, follow the general instructions for Connecting to services. You have to specify the address (URL) of your SugarCRM instance, your SugarCRM username, and password. Note that {{Make}} does not store your username and password. After you click the Continue button, {{Make}} will validate your connection and you can continue creating your scenario.