Module Installation and Connector Setup

Leadfwd Engage can be deployed natively inside the Sugar Sell platform to deliver Sales Engagement and Acceleration solutions for your entire team. This article will guide you through the process of downloading, installing and configuring the Sugar Sell module. 

 

Estimated time: 5-10 minutes

Prerequisites: System Administrator credentials for SugarCRM and Account Owner credentials for Leadfwd (Sugar Engage).

 

Step-by-step

1. Download and Install the Leadfwd Module Package.

2. Connect SugarCRM to Leadfwd (API Connection).

3. Configure the Module.

 

Download and Install the Module Package

You can download the latest module package by navigating to the CRM Connector settings.

1. Click the user icon in the top right corner of our platform interface. It's represented by your initials.
2. Select Settings
3. Reconfirm your credentials
4. Scroll down and expand Integrations to select 'Available Apps'.
5. Select SugarCRM
6. Scroll down to locate the module package

Once you have downloaded our module package you will need to open a new tab in your browser and login to your SugarCRM environment.

To install the module in your CRM instance you need to be a System Administrator with access to Admin > Module Loader.

 

 

From the Module Loader, click 'Choose File', browse your local hard drive for our module zip package, select it and then click 'Upload'. Once the file is successfully uploaded, click 'Install'.

 

After a successful installation of the module package you will be redirected by to the Module Loader and the Leadfwd package will now be listed as Installed. As part of the module installation our package adds a unique platform ID to your SugarCRM instance to permit API Access from our Connector.

Once the API Connection step is completed, we'll return to configure the module with a unique access URL and key.

 

Connect SugarCRM to Leadfwd (API Connection)

To connect SugarCRM and Leadfwd you will need to login to your Leadfwd account as the account owner and navigate to the Integrations management console.

1. Click the user icon in the top right corner of our platform interface. It's represented by your initials.
2. Select Settings
3. Reconfirm your credentials
4. Scroll down and expand Integrations to select 'Available Apps'.

5. From the Integrations view, click on 'SugarCRM' or 'Enable Connector'.

The following parameters will be required to connect SugarCRM to Leadfwd:

• SugarCRM URL

• SugarCRM Username (must be a System Administrator)

• SugarCRM Password

• CRM Version (determines the most optimal API version and method to utilize)

For CRM Version select the appropriate version of SugarCRM. The choices will be:

• SugarCRM 8.x or higher (API V11_*)

• SugarCRM 6.5 or SuiteCRM (REST 4_1)

Once you've successfully entered the required parameter, click 'Connect' to authenticate and establish a data connection between Leadfwd and SugarCRM.

 

Leadfwd Module Configuration

Once you've successfully connected Leadfwd to SugarCRM, it's time to complete the module set up process. The module package deploys the full Leadfwd platform including Sugar Engage and Sugar Prospect, natively within SugarCRM.

At the bottom SugarCRM Connector settings panel you will see a label 'Module access URL key' and a button labeled 'Generate Access Key'.

To begin, click 'Generate Access Key' to create a unique, encrypted key that will power your native Leadfwd experience inside SugarCRM. This key will be required after you install the module package in your SugarCRM environment.

 

Install your Access URL and Key

Now that the module is successfully installed, the final step is to simply add your Secure Access URL and Key to the module configuration.

To perform this action navigate to Admin > Leadfwd Module Configure and click 'Configure'.

 

Paste your Secure URL Key into the URL field, set a recommended height for our embedded panels to 700 and then click 'Save Configuration'. 

 

🎉 Congratulations! You have now fully integrated Leadfwd with your SugarCRM environment!

To test that the set up was successful, navigate to the SugarCRM navigation and click on Leadfwd. Upon loading the panel should reveal the Leadfwd platform for your user account.

 

Troubleshooting

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When your Secure Access URL is installed the base domain is also added to your Content Security Policy (CSP). Depending on your CRM version and configuration this process may not happen as expected (automatically). In which case you'll want to add the unique base domain from your Secure Access URL (i.e. in25app.com, securenetgate9.com, *.inboxgateway.com) and help.leadfwd.com to the Content Security Policy (CSP).

 

Oops you don't have access to this feature

After you initially install and configure the CRM Connector and Module, your users will still not have access to Leadfwd through Sugar, until you either grant them specific access or invite them to your Leadfwd team. 

You can manage initial access to the module for administrators by logging into your account from Leadfwd.com, navigating to Settings > Team > SugarCRM Users. 

Change the Timeline view default selection to a specific Leadfwd user (to map permissions). For the Account Owner, you'll want to check the first checkbox under the 'Admin' column. Selecting this option will provide full access to all of our features and panels within the CRM. 

 

 

Next steps

Set up sync settings and custom data fields | Read article >

Invite your team and set access permissions | Read article >