Sage CRM Connector

Embed Sage CRM into your product to read, create and sync Companies, People, Opportunities and Cases. Build in-app workflows that push leads to Sage CRM, create contacts from forms and surface CRM data in your UI.

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Ship integrations faster

Low-code builder speeds development and testing.

Per-tenant connections

Store credentials per customer and isolate data flows.

Reusable orchestration

Turn workflows into reusable building blocks.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate their application with Sage CRM to automate customer and sales record workflows such as syncing Companies, People, Opportunities, Cases, Quotes and Orders. Cyclr connects to each Sage CRM instance and uses SData/REST and legacy SOAP endpoints where available—see the Sage CRM developer docs for API details.

PRODUCT USE CASES

Top Use Cases for Sage CRM Integrations

Quickly create multi-tenant integrations between your SaaS app and Sage CRM: sync company and contact records, push captured leads into Opportunities, and log support Cases. Publish integrations to customers via Cyclr’s embedded marketplace.

Bi-directional company and contact sync

Keep Companies and People synchronized between your app and Sage CRM so customer records match in both systems.

Auto-create Opportunities from lead forms

Create People and Opportunities in Sage CRM automatically when users submit trial signups or lead capture forms.

Log support Cases in Sage CRM

Create and update Cases in Sage CRM from your product support workflow and surface case status in-app.

ORCHESTRATION

How Sage CRM works with Cyclr

Cyclr sits between your SaaS product and Sage CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
Sage CRM
Sage CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Sage CRM methods you can orchestrate through Cyclr.

Leads9

List Updated Leads

Action

Gets a list of leads modified since last run.

Create Lead

Action

Create a lead.

Get Lead

Action

Gets a lead By ID.

List Leads By Email

Action

Gets a list of leads with matching email.

Update Lead

Action

Update a lead.

List New Leads

Action

Gets a list of leads created since last run.

Update Lead (SOAP)

Action

Updates a lead in the CRM system.

List Leads

Action

Gets a list of all leads.

Create Lead (SOAP)

Action

Create a lead in the CRM system.

Addresses3

Get Address

Action

Get address by person ID or company ID.

List Company's Addresses

Action

Gets a list of all addresses for a company

List Person's Addresses

Action

Gets a list of all addresses for a person.

Email2

List Person's Email Addresses

Action

Gets a list of all email addresses for a person.

List Company's Email Addresses

Action

Gets a list of all Emails for a company.

Custom Entity3

Search Custom Entity Objects

Action

Search Custom Entity Objects by a given parameter

List Custom Entity Objects

Action

Gets a list of all the objects in a custom entity.

Get Custom Entity Object

Action

Get a singular custom entity object.

Phone2

List Person's Phone Numbers

Action

Gets a list of all phone numbers for a person.

List Company's Phone Numbers

Action

Gets a list of all phone numbers for a company.

Experimental3

Test

Action

do not use

Get User

Action

Get a user by ID.

Get Account

Action

Get an account by ID.

Communications3

Get Communication

Action

Get communication by ID.

List Person's Communications

Action

Gets a list of all communications for a person.

List Company's Communications

Action

Gets a list of all communications for a company.

Opportunities11

Create Opportunity (SOAP)

Action

Create a opportunity in the CRM system.

List Updated Opportunities

Action

Gets a list of all opportunities updated since last run.

Update Opportunity (SOAP)

Action

Update a opportunity in the CRM system.

List Opportunities by Person ID

Action

Gets a list of all opportunities associated with a Person ID.

Get Opportunity

Action

Gets a opportunity by ID.

List Opportunities By Company

Action

Gets a list of all opportunities for a company.

List New Opportunities

Action

Gets a list of all opportunities created since last run.

Create Opportunity

Action

Create an opportunity.

Update Opportunity

Action

Update an opportunity.

List Opportunities

Action

Gets a list of all opportunities.

List Opportunities By Email

Action

Gets a list of all opportunities with matching email address.

People9

List People By Company

Action

Gets a list of all people for a company.

Update Person

Action

Updates a person.

Create Person (SOAP)

Action

Create a person in the CRM system.

Create Person

Action

Create a person.

List Updated People

Action

Gets a list of all people updated since last run.

List New People

Action

Gets a list of all people created since last run.

Update Person (SOAP)

Action

Updates a person in the CRM system.

List People

Action

Gets a list of all people.

Get Person

Action

Gets person by ID.

Companies4

Get Company

Action

Gets a company by ID.

List Companies

Action

Gets a list of all companies.

List New Companies

Action

Gets a list of all companies created since lastrun.

List Updated Companies

Action

Gets a list of all companies modified since lastrun.

TECHNICAL DETAILS

Sage CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Sage CRM integrations in Cyclr.

API and authentication

API host: https://crm.yourcompany.com
Authentication: Username/password
Credentials: Base URL; Username; Password
Method categories: CRUD for Companies, People, Opportunities, Cases, Quotes, Orders; Custom Entities; SOAP and SData/REST methods

View vendor API documentation →

Pagination and rate limits

Pagination

Sage CRM SData and list methods can return paged results; Cyclr handles listing and iteration. Confirm specific query and paging parameters in Sage CRM docs.

Rate limits

No global rate limits documented for on-premise Sage CRM; throughput depends on instance and hosting.

IMPLEMENTATION

Authentication at a glance

Cyclr requires the Sage CRM instance Base URL plus a Sage username and password. SOAP methods also require ‘Allow Web Service Access’ enabled in Sage CRM.

Authentication method: Username/password
Credential required: Base URL; Username; Password

Before you begin:

SOAP methods require ‘Allow Web Service Access’ and may not work on restricted hosts.

View setup guide

COMMON QUESTIONS

Frequently asked questions

Answer: It automates CRUD and sync for Sage CRM records. You can list, create, update and delete Companies, People, Opportunities, Cases, Quotes and Orders, and access custom entities exposed via Sage’s web services or SData endpoints.

Answer: Cyclr authenticates each Sage CRM instance using the instance Base URL plus a Sage username and password. SOAP methods also require ‘Allow Web Service Access’ enabled in the Sage CRM administrator settings.

Answer: Yes. Cyclr stores per-tenant Sage CRM credentials and Base URLs so you can run isolated integrations for each customer account and surface results in your UI.

Answer: Yes. Cyclr lets you package supported methods and workflows as governed, reusable tools in the embedded marketplace so product teams control availability and governance.

KEEP EXPLORING

Related resources and connectors

Documentation

Sage CRM Connector

Ship integrations faster

Per-tenant connections

Reusable orchestration

Embedded experience

Overview

Top Use Cases for Sage CRM Integrations

Bi-directional company and contact sync

Auto-create Opportunities from lead forms

Log support Cases in Sage CRM

How Sage CRM works with Cyclr

Your SaaS product

Cyclr orchestration

Sage CRM

Available connector capabilities

List Updated Leads

Create Lead

Get Lead

List Leads By Email

Update Lead

List New Leads

Update Lead (SOAP)

List Leads

Create Lead (SOAP)

Get Address

List Company's Addresses

List Person's Addresses

List Person's Email Addresses

List Company's Email Addresses

Search Custom Entity Objects

List Custom Entity Objects

Get Custom Entity Object

List Person's Phone Numbers

List Company's Phone Numbers

Test

Get User

Get Account

Get Communication

List Person's Communications

List Company's Communications

Create Opportunity (SOAP)

List Updated Opportunities

Update Opportunity (SOAP)

List Opportunities by Person ID

Get Opportunity

List Opportunities By Company

List New Opportunities

Create Opportunity

Update Opportunity

List Opportunities

List Opportunities By Email

List People By Company

Update Person

Create Person (SOAP)

Create Person

List Updated People

List New People

Update Person (SOAP)

List People

Get Person

Get Company

List Companies

List New Companies

List Updated Companies

Sage CRM integration and API details

API and authentication

Pagination and rate limits

Pagination

Rate limits

Authentication at a glance

Frequently asked questions

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