SugarCRM connector icon

SugarCRM Connector

Build in-app integrations that sync Contacts, Leads, Accounts and Opportunities between your SaaS product and SugarCRM. Use Cyclr’s low-code builder to create bi-directional record syncs, lead routing and opportunity updates, then publish white-labeled integrations inside your application for end users.

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01

Faster time to market

Ship integrations without building custom connectors.

02

Reusable orchestration

Author workflows once and reuse across customers.

03

Governed MCP tools

Expose safe, managed CRM actions to product users.

04

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

Overview

Teams can integrate and automate Contacts, Accounts, Leads, Opportunities and custom module records between their app and SugarCRM. Cyclr maps SugarCRM CRUD and search endpoints into reusable workflows so you can read, create, update and search CRM records, trigger actions on changes and surface CRM data inside product workflows. Authentication uses SugarCRM’s OAuth2 token flow; Cyclr requires instance domain and credentials to install. (support.sugarcrm.com)

PRODUCT USE CASES

Top Use Cases for SugarCRM Integrations

Create and publish in-app workflows that sync customer records, route new leads to Sales, surface opportunity status inside your app, and automate account updates across tenant accounts using Cyclr’s low-code designer.

Bi-directional contact and account sync

Sync Contacts and Accounts between your app and SugarCRM to keep customer records consistent across product and CRM. Uses SugarCRM module CRUD endpoints and Cyclr orchestration.

Create leads from product events

Create Leads in SugarCRM when users convert or request demos; include source and product metadata to automate sales routing via Cyclr workflows.

Push opportunity updates to product dashboards

Listen for opportunity status changes in SugarCRM and update product dashboards or billing systems, using SugarCRM Opportunities endpoints and Cyclr triggers.

ORCHESTRATION

How SugarCRM works with Cyclr

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

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    SugarCRM

    SugarCRM 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 SugarCRM methods you can orchestrate through Cyclr.

Accounts7

List Accounts

Action

Lists all accounts from SugarCRM.

Get New Accounts

Action

Get new accounts from SugarCRM since the last run time.

Get New And Updated Accounts

Action

Gets new and updated accounts from SugarCRM since the last run time.

Delete Account

Action

Deletes a specified account.

Get Account

Action

Gets a specified account from SugarCRM.

Update Account

Action

Update an existing account in SugarCRM.

Create Account

Action

Create a new account in SugarCRM.

Calls5

List Calls

Action

Lists all calls.

List New And Updated Calls

Action

Lists all calls created or updated since the last run time.

Get Call

Action

Gets a specified call.

List Updated Calls

Action

Lists all calls updated since the last run time.

List New Calls

Action

Lists all calls created since the last run time.

Campaigns5

List Campaigns

Action

Lists all campaigns from SugarCRM.

Get Campaign Log

Action

Retrieves the log for the specified campaign from SugarCRM.

List Campaign Contacts

Action

Lists the contacts associated with a Campaign.

List Campaign Leads

Action

Lists the leads associated with a Campaign.

Get Campaign

Action

Gets a specified campaign from SugarCRM.

[BETA]1

[BETA] Endpoint Test

Action

Manually test endpoints, ie. Contacts

Contacts12

List New Contacts

Action

Get new contacts from SugarCRM since the last run time.

Delete Contact

Action

Deletes a specified contact.

Create Contact

Action

Creates a new contact in SugarCRM.

List Contacts By Account

Action

Lists the specified account's contacts from SugarCRM.

Get Contact

Action

Gets a specified contact from SugarCRM.

Get Contacts With Email Addresses

Action

This method gets contacts that have at least one email address. For each email address, a separate contact is returned.

Update Contact

Action

Update an existing contact in SugarCRM.

List Deleted Contacts

Action

Get deleted contacts from SugarCRM.

List Contacts By Opportunity

Action

Lists the specified opportunity's contacts from SugarCRM.

Get Contact by Email

Action

Gets a specified contact from SugarCRM.

List Updated Contacts

Action

Gets new and updated contacts from SugarCRM since the last run time.

List Contacts

Action

List all contacts from SugarCRM.

Activities1

List Activities By Opportunity

Action

Lists the specified opportunity's activities from SugarCRM.

Opportunities9

Search Opportunities

Action

Gets opportunities that match the provided filter(s).

List Opportunity Lines

Action

Lists all opportunity lines for the specified opportunity from SugarCRM.

List Opportunities

Action

List all opportunities from SugarCRM.

Update Opportunity

Action

Update an existing opportunity in SuagrCRM.

Get Opportunity

Action

Gets a specified opportunity from SugarCRM.

Create Opportunity

Action

Create a new opportunity in SuagrCRM.

Get New And Updated Opportunities

Action

Gets new and updated opportunities from SugarCRM since the last run time.

Delete Opportunity

Action

Deletes a specified opportunity.

Get New Opportunities

Action

Gets new opportunities from SugarCRM since the last run time.

Leads8

Update Lead

Action

Update an existing lead in SugarCRM.

Get New And Updated Leads

Action

Gets new and updated leads from SugarCRM since the last run time.

Get New Leads

Action

Gets new leads from SugarCRM since the last run time.

Get Lead

Action

Gets a specified lead from SugarCRM.

Get Leads by Email

Action

List leads from SugarCRM associated with a given email address..

List Leads

Action

List all leads from SugarCRM.

Create Lead

Action

Create a new lead in SugarCRM.

Delete Lead

Action

Deletes a specified lead.

Products3

List Products

Action

List all products from SugarCRM.

Get Product by Contact

Action

Gets a specified product from SugarCRM.

List Revenue Line Items

Action

List all Revenue Line Items.

Link Requests2

List Custom Object's Related Records

Action

Retrieves records related to an instance of a custom object, in accordance with the specified Link.

List Contact's Related Records

Action

Retrieves records related to a contact, in accordance with the specified Link.

Legacy1

Search Custom Objects

Action

Gets custom objects that match the provided filter(s).

Tasks2

List Tasks

Action

List all tasks from SugarCRM.

Delete Task

Action

Deletes a specified task.

Custom Objects6

Update Record

Action

Updates the specified record in the specified object.

Create Record

Action

Creates a new record in the specified object. (eg. a new Account record in the Accounts object).

Search Records

Action

Lists all records that match the provided filter(s).

Create Related Record

Action

Creates a record related to an existing record, in accordance with the specified link.

List Related Records

Action

Retrieves records related to an instance of a custom object, in accordance with the specified Link.

Create Relationship to Existing Record

Action

Creates a relationship to a pre-existing record.

Enhanced Objects6

Get Record

Action

Retrieves the specified record from the specified object.

List New Records

Action

Lists all records created since the last successful run date.

List Updated Records

Action

Lists all records updated since the last successful run date.

Delete Record

Action

Deletes the specified record from the specified object.

List Records

Action

Retrieves all records from the specified object.

Delete Existing Relationship

Action

Deletes an existing relationship between two records.

TECHNICAL DETAILS

SugarCRM integration and API details

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

API and authentication

API host
https://{your-instance}.sugarcrm.com/rest/v11_1
Authentication
OAuth 2.0 (password grant)
Credentials

Domain; Username; Password; Platform (custom platform name).

Method categories

Create; Read; Update; Delete; Search; Filter; OAuth token management

View vendor API documentation →

Pagination and rate limits

Pagination

REST endpoints use max_num and offset; responses include next_offset. Iterate until next_offset equals -1 to finish pagination. (support.sugarcrm.com)

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Cyclr installs use SugarCRM’s OAuth2 password credentials flow; you must supply instance domain, username and password and a platform value when configuring the account connector in Cyclr. Installation via Cyclr API requires setting those properties and completing a one-time token update. (community.cyclr.com)

Authentication method
OAuth 2.0 (password grant)
Credential required

Domain; Username; Password; Platform (custom platform name).

Before you begin:

Register a custom Platform value in SugarCRM Admin to avoid login conflicts. (community.cyclr.com)

View setup guide

COMMON QUESTIONS

Frequently asked questions

It syncs and automates Contacts, Accounts, Leads, Opportunities and custom module records between your app and SugarCRM. You can map fields for bi-directional record syncs, run searches, create or update records and trigger downstream workflows inside Cyclr.

Cyclr uses SugarCRM’s OAuth2 password credentials flow: you provide the instance Domain, Username, Password and a Platform value. Installations via Cyclr’s API require setting those account connector properties and completing a one-time token update. (community.cyclr.com)

Yes. Cyclr supports per-customer account connectors: each customer connects their SugarCRM instance (domain and credentials) so workflows run against each tenant’s CRM without cross-tenant access.

Yes. You can expose chosen SugarCRM CRUD and search actions as managed, governed MCP tools so product teams control which CRM operations end users can run inside the application.

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