Set up sync with SugarCRM - Online Help | Zoho Campaigns

Set up sync with SugarCRM

SugarCRM is a sales CRM software for B2B growth and managing business sales processes. Integrating Zoho Campaigns with SugarCRM allows you to sync contacts from SugarCRM, engage them consistently and make them sales-ready.

Learn how to integrate your SugarCRM account 

Set up sync  

  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click SugarCRM and click Add New Sync. Click Create Sync. By default, the Contacts module of SugarCRM will be synced.
  3. Select a mailing list if required to which you intend to sync the contacts. All the synced contacts will be available in the selected list as well as in the All contacts module of Zoho Campaigns.
  4. Select a topic if required to associate your contacts with a relevant topic you intend to communicate with them.  This step is applicable only if you have configured other topics in addition to the default topic (Marketing).
  5. Select a lawful basis. This option will be available only if you've opted to comply with GDPR in  your Zoho Campaigns account settings.
  6. Enable Update consent status toggle if required. By enabling this, the consent status provided by the lead/contact in SugarCRM will be pushed to Zoho Campaigns.
  7. Enable Update empty field value toggle if required. By enabling this, values of mapped fields removed in SugarCRM will also be updated with empty values in the respective field of Zoho Campaigns.
  8. Enable the necessary toggles under Advanced options depending on your sync requirement.
  9. Click Next and proceed to map fields.

Map fields  

Map your contacts SugarCRM fields to respective Zoho Campaigns fields to import the contact information.  
  1. Click Map more fields to map additional fields.
  2. Click Initiate once you are done.
Info
Click (+) icon to map your custom fields in this section.

Sync Detail View  

To see the detail view of the sync,
  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click Active Sync under SugarCRM.
  3. Click on the sync name to see the sync detailed view.

 Edit Sync Configuration  

  1. Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  2. Click Active Sync under SugarCRM.
  3. Click Edit icon and edit the required details.
  4. You can edit Advanced Settings by clicking Edit icon in the respective section.
  5. Click Save.  

 Edit Mapping  

  • Click Contacts in the Navigation toolbar, then click Sync Services.
    sync services menu
  • Click Active Sync under SugarCRM.
  • You can re-map or map more fields for your sync settings by clicking the Edit Mapping in the Sync Detail View.

    •  View sync history  

    1. Navigate to Sync history tab in the sync detailed view.
    2. Here you can see a detailed view of your sync list:
      1. Sync time - The time at which the sync was performed.
      2. Total records - Total number of contacts synced at the given time.
      3. Added -  Number of new contacts added at the given time.
      4. Updated - Number of existing contacts updated.
      5. Skipped - Number of contacts not synced since they didn't match the sync criteria. 
    Notes
    Note: You can export your skipped contacts as a .csv file by clicking the export icon next to the skipped value.

      Push data to SugarCRM 

    1.  Click Setup in the sync detail view.
    2. Click the edit icon of the required field to be updated.
    3. Enable the toggle and select the appropriate field to be updated in SugarCRM. This will push the field value of Zoho Campaigns to the selected field in SugarCRM.
    4. Click Save.