SugarCRM

Connect SugarCRM to send enquiries to the records your team manages. You need access to configure the form in Craft and credentials for the destination account. The steps below establish the connection; finish by sending a test submission to verify the result.

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. Choose the data objects (record types) you want to use, and enable their mapping options where available.
5. Map the required destination fields using the variable picker. Follow the requirements shown for each selected record type.
6. Enable the integration.
7. Click Save to save the form.

For a contact enquiry, map the visitor’s email and name where those fields are available.

Verify a Submission

Save the form, open it on your site and submit recognisable test values. Find the test record in the selected CRM destination. Check the mapped values and whether the integration created a record or updated an existing one as intended.

If nothing arrives, check whether integration conditions matched, whether the submission was complete and non-spam, and whether Craft’s queue has processed the job. A successful connection check verifies credentials; it does not prove that field mapping and delivery work. See Connect and Test an Integration for a complete mapping and verification workflow.