How to get started with SugarCRM on Zapier

Written by Owner

Updated at August 20th, 2025

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Table of Contents

Connect to SugarCRM on Zapier Required authentication fields Optional authentication field About SugarCRM's app

Connect to SugarCRM on Zapier

SugarCRM uses session authentication to authenticate your account on Zapier.

Required authentication fields

Sugar Instance URL
Username
Password

Optional authentication field

Use `Zapier` as API Platform

By default, Zapier uses the base platform. However, if you're experiencing frequent issues connecting to SugarCRM, it may be due to a login conflict. In these cases, to use this field, you'll need to set up zapier as an API platform in SugarCRM.

About SugarCRM's app

Are self-hosted or cloud-hosted accounts supported?	Cloud-hosted accounts only
Is a paid SugarCRM plan required?	Yes	View SugarCRM's plans.
Are any special account permissions required?	Yes	To connect SugarCRM to Zapier, you must create a Systems Administrator User and provide their login credentials. Learn more about SugarCRM's account permissions.
Are there usage limits?	No
Are there pagination limits?	No
Do trigger samples use real data from your account or generic data?	Real trigger samples
Are custom fields supported?	No
Do update actions overwrite or append to existing data?	Overwrite existing data
Is there any additional info?	Yes	For Zapier Team or Enterprise users, you can use a Static IP address to connect to Zapier.

How to get started with SugarCRM on Zapier

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Connect to SugarCRM on Zapier

Required authentication fields

Optional authentication field

About SugarCRM's app

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