This article centralizes all integrations information regarding SugarCRM, including benefits, FAQs, and setup instructions.
Benefits
Within the TIBCO Scribe platform, you can setup a connector for API access to SugarCRM. The connector uses a user in SugarCRM to access the API, and any read/write/edit permissions for the user will open up access to modules and fields in SugarCRM. The most common modules we interact with are Contacts, Leads, Events module, or a custom module to hold webinar event data (title, start time, end time), and a custom module associated with Contacts and Leads that holds attendee data (live minutes, archive minutes, engagement score, poll responses, survey responses, etc.)
The above is an option for the data flow, but the integration service is customizable and you can target any standard or custom module in SugarCRM.
Timing
- Provision a token and name it SugarCRM
- Submit a ticket to Support to have a TIBCO Scribe account created. Provide the email address of your SugarCRM administrator.
- After receiving the TIBCO Scribe email invitation, your SugarCRM administrator will follow the TIBCO Scribe Connector Guide to complete the following:
- Logging into Scribe
- Adding a connection
- Download the ON24 API Data for SugarCRM which identifies the ON24 fields that could be synced to your end system. Review the Instructions worksheet.
- Create your custom modules and fields in SugarCRM. Ensure the fields have write access.
- Complete the ON24 API Data for SugarCRM Excel File and send it to us in your ticket.
- ON24 will push test data through TIBCO Scribe mappings for you to validate.
- Once you confirm integration, ON24 will activate it.
Timing
Implementation Timing
The completion time to integrate data from the ON24 platform will take approximately 4 to 6 weeks to complete. ON24 will be leveraging TIBCO Scribe to pass the data.
The various milestones are illustrated here. Typically, the longest amount of time spent will be during the Testing phase to ensure the data is synced appropriately.
Scheduled Timing
Scheduled timing is when the data passes from ON24 to your end system. If you use TIBCO Scribe, integration is scheduled to run every 2 hours by default, unless otherwise specified.
Note: Scheduled timing is different from Availability Timing.
Availability Timing
Availability Timing is when registrant and attendee data is available in the data warehouse for the integrations platform to collect. Timing may fluctuate on heavy traffic days.
- Registrant - 15 minutes
- Attended Live - 30 minutes to 2 hours after the event ended
- Attended On-demand - 4 to 12 hours
Note: Availability timing is different from scheduled timing.
Backfills
Please contact Support to ask for a backfill request. Backfills go as far back as 6 months.
Advanced Analytics customers – you can manually export the last 2 years of data from the ON24 platform and import it into HubSpot.
From the Analytics tab in your ON24 account, click on Power Leads to export the data.
Registration
External registration is not supported. Use Unified Seamless Registration instead.
Available Data
Sample Event Source Data
Event
- Title
- Abstract
- Event Date/Time
- Registration Statistics
- Attendance Statistics
Registrant
- Registration Responses
- Registration Date/Time
- Partner Referral
Attendee
- Engagement Score
- Live and On-Demand Minutes Attended
- Poll Questions and Responses
- Survey Questions and Responses
- Resources Viewed
- User Questions
- Actionable Widgets
Contacts and Leads
The Scribe API integration can use ON24 registration information to update or create Contacts and Leads.
Custom Module for Webinar Activity
In addition to pushing registrant data to Contact and Lead records, the integration service can also push attendee data into a custom module that is associated with Contacts and Leads. You can determine whether or not you want these records created at registration and updated with attendee data, or only create records for attendees. Any of the ON24 attendee data points can be added as custom fields to this custom module for mapping.
Prospect Engagement Profile URL
ON24 also hosts a report page for each user, based on email address, that shows lifetime activity in your account. This report is accessible via our Prospect Engagement Profile (PEP) URL. We can push this URL over to a field in your Contact and Lead records and this URL is an un-gated report page that your SugarCRM users can leverage to view ON24 activity.
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