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SugarCRM: How to Set Up for Integration

Overview
https://zift123.zendesk.com/hc/en-us/articles/215787787-CRM-Settings

 

 

While Zift123 can be deployed independently, integrating it with your existing infrastructure can enhance the impact and value of the total solution. To streamline integration, Zift123 has prebuilt connectors to many third-party CRMs including Salesforce, Microsoft Dynamics, Zoho, Sage CRM, and SugarCRM.

What's the value in connecting your CRM to Zift123?

  • Automatically sync lead information to your existing CRM.
  • Save time on data entry.
  • Add new Zift123 activity to synced CRM leads.
  • Provide more insight into sales people for lead follow-up.
  • Pull contact lists/lead lists to Zift123.

Zift123 CRM integration supports SugarCRM versions 6.0.1 and higher.

We recommend that suppliers choose a single method of lead management - email, Zift123, or CRM.  

Prerequisites

You should be familiar with the following topics before continuing:

  • Zift123 Username
  • Zift123 Password
  • System Administrator Access.
  • Access SugarCRM Help for user management questions.

Content

Take the following steps to connect your Sugar account to Zift123:

  1. How to Configure SugarCRM to Accept Leads from Zift123
  2. How to Access Your Sugar WSDL Credentials
  3. About Zift123 Leads and SugarCRM

How to Configure SugarCRM to Accept Leads from Zift123

To send leads or contacts from Zift123 to SugarCRM, you will need to set the lead source field in SugarCRM to Zift123.  Before Zift123 setup, you will need to create a new drop down value in SugarCRM:

  1. Log in to SugarCRM with administrative access.
  2. In the Developer Tools section, select Studio.
  3. Expand the Leads folder in the left-hand column.
  4. Select Fields.
  5. Select the lead_source field.
  6. Select Add on the lead_source_dom Drop Down List.
  7. Enter Zift123 on the Item Name and Display Label fields.
  8. Select Add.
  9. Select Save at the top of the page.

 

Below is an example of a lead that was sent into SugarCRM.

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How to Access Your Sugar WSDL Credentials

Read CRM Connection settings for full details on the connection setup.

  1. From Settings > CRM Settings, in the CRM Connection Settings.
  2. Enter the Username
  3. Enter the Password 
  4. Enter the WSDL URL as shown in the image and example2017-05-17_CRMConnection.png
  5. WSDL explained - 

    http://{sugar_url)/service/{version}/soap.php?wsdl

    1. In the space shown as {sugar_url}, enter your Sugar URL.
    2. In the space shown above as {version}, enter the version you are currently using.
    3. For Zift Solutions it would look like this, http://ziftsolutions.sugarondemand.com/service/v7/soap.php?wsdl
  6. Save.
  7. Test the Connection.

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About Zift123 Leads in SugarCRM

  • Once Auto pull leads/contacts from CRM is enabled, Zift123 will begin importing/pulling leads with an email address from SugarCRM on a nightly basis.
  • Zift123 Leads that exceed the lead score threshold, typically set at 50, will be sent on a nightly basis to SugarCRM.
  • All leads or contacts that are sent from Zift123 to SugarCRM will set the lead source field to Zift123.
  • Web click, web view, and/or email open activities will be created as lead marketing events in Zift123 on a nightly basis. This information is stored in the Notes tab in SugarCRM.
  • Leads will include all standard lead contact fields such as name, address, title, email, etc.
  • Marketing activities from Zift123 will be on the Notes page if you have selected CRM Settings > Advanced Lead Distribution Options > Send customer fields into the Notes.  
  • Leads will be matched to existing Leads in SugarCRM based on email address. Once a lead has been sent into SugarCRM or already exists in SugarCRM , none of the standard information will be updated or modified in any way; only new marketing activities will be added.
  • For SugarCRM, Zift123 can send leads as leads or contacts. See Settings > SugarCRM  > General Settings > Record Leads in CRM as, for how your system is set up.

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