SugarCRM

Follow the below steps to connect to the SugarCRM API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select SugarCRM as the Integration Provider.

Step 2. Connect to the SugarCRM API

1. Go to SugarCRM and login to your account.
2. Click on your profile dropdown on the top-right of the screen, and select Admin.
3. Find and click the Configure API Platforms link.
4. Below the table of API Platforms, enter formie in the add field, and click the Add button. This will add formie to the table of platforms.
5. Enter the username for your SugarCRM account in the Username field in Formie.
6. Enter the password for your SugarCRM account in the Password field in Formie.
7. Enter the full domain (including https://) for your SugarCRM account in the Domain field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.