SugarCRM

Overview

SugarCRM empowers your marketing, sales and services teams to collaborate across the entire customer lifecycle for more meaningful, memorable experiences.

Authentication

When using the SugarCRM connector, the first thing you will have to do is click on 'New Authentication' in the step editor. To create an authentication with Namely you will need CRM URL, Username and Password : Ensure you correctly add your SugarCRM credentials correctly in order to enable the connector.