Instructions for setting up the SugarCRM data integration

SugarCRM Modules

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.

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.

Getting Started

• Contact Support to setup and enable the TIBCO Scribe integration service for SugarCRM.
• Review the TIBCO Scribe Connector Guide in order to add the SugarCRM connection. 
• Important: At the bottom of this article, download and complete the "ON24 API Data - SugarCRM" Excel spreadsheet.