SugarCRM Connector

Concept

Connectors allow Pardot to sync with third party applications such as a CRM system, paid search platforms, or email marketing solution. With Pardot’s SugarCRM connector (requires SugarCRM 5.2+) data can be passed back and forth between the two applications allowing a user to manage many formerly disparate marketing channels from within Pardot interface.

Setting up the SugarCRM Connector in Pardot

1. Click Administration in the left navigation.
2. Click Connectors in the resulting sub-navigation.
3. Click + Create new connector.
4. Select SugarCRM from the list of vendors.
5. Enter a Name for the connector that will only be used internally (i.e. “SugarCRM Pardot Connector”)
6. Enter an administrator’s SugarCRM Username and Password. Note that if your SugarCRM password changes, it must be changed here as well to maintain the connection.
7. Enter the SugarCRM API location. The URL will typically (though not always) look something like: http://site.com/sugarcrm/soap.php?wsdl Ask your administrator if you are unfamiliar with this.
8. Check the boxes to enable any additional options:
   • Enable Single Sign-on – enabling this allows users to see leads’ and contacts’ Pardot activities in SugarCRM without logging into Pardot separately (only available with Pardot for SugarCRM package installed, see below).
   • Enable SugarCRM 6 activity iframe styling – not recommended for SugarCRM Community Edition
   • Automatically create prospects in Pardot if they are created as a Lead or Contact in SugarCRM–enabling this feature automatically pushes leads or contacts down to Pardot when they are created in the CRM. Please note: If this option is selected (whether installing for the first time or upgrading) Pardot will automatically create all existing SugarCRM leads and contacts as records in Pardot. Moving forward it will also automatically create new SugarCRM lead and contact records in Pardot. If you do not want this to happen, update your leads_cstm table and contacts_cstm table, setting pi_is_queued_c to 0 in your SugarCRM database. If you’re updating from a version before v24, you may need to update your connector before you can edit these fields.
   • Allow editing of Prospect lists within the CRM — checking this box allows CRM users to add/remove prospects from Pardot lists from within the CRM. If you check this box, you must add the List View (represented by a contact and lead field) to your Lead and Contact page layouts. More information.
   • Override default lead status – this option can be enabled once your connector has been saved and verified. More information.
   • Sync emails with the CRM — this automatically logs an activity for every email sent to a prospect (list, drip, autoresponder, and plug-in emails). This can quickly fill up your activity views, especially on an account object
   • Sync plugin emails with the CRM — this logs an activity for any emails your users send via Pardot for Microsoft Outlook, our Thunderbird extension, or our Apple Mail plug-in.
9. Click Create Connector to save the new connection.
10. Your SugarCRM connector will now appear in the table. Note that the status is marked as Not Verified. To ensure that you have properly set up the connector, click Verify now. If Pardot is able to successfully send and receive data to and from SugarCRM, the status will change to checkmark denoting a successful integration.
11. Install the latest Pardot for SugarCRM package (download link is below; requires SugarCRM version 5.2 or higher). Note: If you have a Sugar OnDemand or Sugar Open Cloud instance, upload the package via Admin > Module Loader and then file a support ticket with SugarCRM to have them install this for you as the package contains some advanced methods.

Installing the Pardot SugarCRM Installer Package

Note: If you have a SugarOnDemand or Sugar Open Cloud instance you will need to file a case with SugarCRM support to have them install the package for you as it uses several advanced methods.

1. Download the Pardot SugarCRM Installer Package here.
• If you have the “Automatically create prospects in Pardot if they are created as a Lead or Contact in SugarCRM” feature enabled, this will cause all existing SugarCRM leads and contacts to be automatically created in Pardot too. If you do not want this to occur, please see the notes on this feature in the above section.
2. Log into SugarCRM as an administrator.
3. Click on Admin in the top right hand corner of SugarCRM’s interface.
4. Select Module Loader (located under Developer Tools).
5. Click Choose File to select the download file.
6. Select the file PardotForSugar_v30.zip. If you are unable to correctly select the file, please email support@pardot.com and ask for the zipped file to be emailed to you.
7. Click Install.
8. Click Commit.
9. Your custom Pardot Fields will now appear in your Lead and Contact Records. You will also see the Prospect Activities View (pictured below) and Pardot Lists View appear in the Lead and Contact Records. Nothing additional needs to be done in Pardot.

Note: Fields will automatically be appended with ‘_c’ once they are created in SugarCRM. The following fields will appear in your lead and contact records after you have installed the package:

Text Fields:

• pi_grade (the prospect’s grade is based on how well they fit your ideal customer profile)
• pi_score (the prospect’s score is based on implicit buying signals and activities on your site)
• pi_campaign (the first touchpoint with the prospect)

Link Fields:

• pi_url (a link to quickly access the prospect’s profile in Pardot)

Text Area Fields:

• pi_notes (any notes written by your users during lead assignment)

Date Fields:

• pi_first_activity (the date of the prospect’s first interaction with your marketing effort)
• pi_last_activity (the date of the prospect’s most recent interaction with your marketing effort)
• pi_created_at (the date the prospect was created in Pardot)

Checkbox Fields:

• pi_opt_out (if the prospect opted out by clicking the unsubscribe link in a Pardot email)
• pi_do_not_email (if the prospect was removed from emails by a user in Pardot)

Note: If you need to add the IP addresses that Pardot uses to sync with your SugarCRM account, they are listed below:

• 67.228.168.139 to 67.228.168.141
• 67.228.223.106 to 67.228.223.108
• 67.228.95.145 to 67.228.95.145

Also note: During this install and the steps above, the fields listed in our “How do Pardot default fields map to SugarCRM” article will be set up and synced between Pardot and SugarCRM. If you have additional custom fields in SugarCRM that need to be created in Pardot, you can follow our instructions on creating Pardot custom fields. During the custom field creation you will map the Pardot custom field to sync to the corresponding SugarCRM field.

Enabling Single Sign-on for Your Users (only available with Pardot for SugarCRM package installed)

Have your users follow these steps:

1. Click My Settings in the top right.
2. Verify that your CRM username is correct.
3. If incorrect or absent, click Edit My User Information to change or add it.
4. If your username is correct, click Verify after the name.
5. Enter your SugarCRM password when prompted and click Verify.
6. You will receive a message letting you know whether or not this was successful.
7. If successful, log into SugarCRM and click on Contact or Lead record. You should be able to see their Pardot activities without logging into Pardot separately.
8. Each of your employees will need to perform these steps to utilize the single sign on. Note that if your SugarCRM username or password changes, you will need to make the same change within Pardot.

Manually Setting Up Custom Fields in SugarCRM

If you would prefer to install the fields manually, you can follow the steps below rather than installing the package above. Pardot has several custom fields that can be synced as well. To sync them, create the following fields in SugarCRM for Leads and Contacts. Nothing additional needs to be done in Pardot. Note: Fields will automatically be appended with ‘_c’ once they are created in SugarCRM.

Create the fields for your Leads by going to:

1. Admin
2. Developer Tools
3. Studio
4. Leads
5. Fields
6. Add Field

Add the fields to the Leads interface by going to:

1. Admin
2. Developer Tools
3. Studio
4. Leads
5. Layouts
6. DetailView

Contacts

Create the fields for your Contacts by going to:

1. Admin
2. Developer Tools
3. Studio
4. Contacts
5. Fields
6. Add Field

Add the fields to the Contacts interface by going to:

1. Admin
2. Developer Tools
3. Studio
4. Contacts
5. Layouts
6. DetailView

Updating Your Pardot SugarCRM Installer Package

1. Download the most recent Pardot SugarCRM Installer Package here. Version 30 is the most current package as of 5/11/12.
2. Log into SugarCRM as an administrator.
3. Click on Admin in the top right hand corner of SugarCRM’s interface.
4. Select Module Loader (located under Developer Tools).
5. Click Choose File to select the download file.
6. Select the file Pardot For Sugar5v30. If you are unable to correctly select the file, please email support@pardot.com and ask for the zipped file to be emailed to you.
7. Click Install.
8. Click Commit. Note that if you have a SugarOnDemand instance you will need to file a case with SugarCRM support to have them install the package for you as it uses several advanced methods.

Using Teams

SugarCRM Campaign Syncing

Pardot is able to pull SugarCRM campaigns and campaign members into our application for review and reporting. At this time there is not a way to add a prospect to a SugarCRM campaign from inside the Pardot application.