Integration · CRM
AI agents for SugarCRM
Find, read, create, update and delete records in any SugarCRM.
- Actions
- 7
- Read
- 3
- Write
- 4
Actions
What your agents can do in SugarCRM
Find, read, create, update and delete records in any SugarCRM (SugarAI) module, such as accounts, contacts, leads, opportunities, cases, calls, meetings, tasks and notes, and list or link related records, on Sugar Cloud or your own server.
Read 3
Look things up. Nothing changes.
Find records
Finds records of one module that match a Sugar filter.
Get a record
Returns one record of a module by its ID, with every field or only the fields named.
List related records
Lists the records linked to one record through a link field, like the contacts of an account (module Accounts, link contacts), the opportunities of a contact.
Write 4
Create, change or send.
Create a record
Creates a record in a module from a map of field names to values, like {"first_name".
Update a record
Changes the fields named on one record and leaves the rest as they are, like {"sales_stage": "Closed Won"} on an opportunity or {"status": "Converted"} on a lead.
Delete a recordDeletes data
Deletes one record of a module by its ID (Sugar marks it deleted; an administrator can no longer open it).
Link two records
Relates one record to another through a link field, like a contact to an opportunity (module Opportunities, link contacts, related ID the contact's ID).
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything. Actions that delete data ask first by default.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Enter the sign-in details SugarCRM gives you for its API.
What you enter
- User name
- Password
Settings
- Sugar address
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your SugarCRM data
Ask a question in plain words. The agent can find records, get a record or list related records in SugarCRM, then answers with what it found.
- 02
Let an agent update SugarCRM
Have the agent create a record or update a record in SugarCRM as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent SugarCRM and Slack: it can find records in SugarCRM and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Attio4 actionsCreate or update people and other records, add notes, and list records with filters in an Attio workspace.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
FAQ
SugarCRM and MyDeepAgents
Can MyDeepAgents connect to SugarCRM?
Yes. The SugarCRM connector has 7 actions: 3 read and 4 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect SugarCRM?
Enter the sign-in details SugarCRM gives you for its API. You'll need: User name and Password. The connection also asks for: Sugar address. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in SugarCRM without asking?
Only if you let it. Each of the 4 actions that change data can be set to wait for a person's approval before it runs, and the one that deletes data asks first by default.
Can I use SugarCRM in workflows as well as agents?
Yes. Every SugarCRM action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put SugarCRM to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.