SugarCRM Integration with JustCall

Overview

The JustCall-SugarCRM integration enables calling and messaging contacts directly. All calling activities log under "Calls" and messaging activities under "Notes" against each contact in SugarCRM.

Step 1: Create an OAuth App

1. Navigate to the Administration panel and select OAuth Keys under System
2. Click the OAuth Keys dropdown and choose Create OAuth Key
3. Fill in these required fields:
   • Consumer Key Name: Choose a memorable identifier
   • Consumer Key: Generate a strongly random string
   • Consumer Secret: Generate a strongly random string
   • OAuth Version: Select OAuth 2.0
   • Client Type: Select Sugar User
   • Description: Optional reference field
4. Click Save

Step 2: Register a Custom Platform

1. Go to the Administration panel and click Configure API Platforms under Developer Tools
2. Enter 'justcall-integration' as the platform name
3. Click Add then Save

Step 3: Integration with JustCall

1. Log into your JustCall account
2. Navigate to the Integrations section from the sidebar
3. Search for SugarCRM and click Integrate
4. Enter the following details:
   • Site URL: Your SugarCRM domain (e.g., https://xyz.sugarcrm.com)
   • Consumer Key and Secret: The OAuth 2.0 credentials from Step 1
   • Username and Password: Your SugarCRM login credentials
5. Click Save

Integration Scenarios

Scenario 1: If your team already integrated the same SugarCRM domain, select the organization and enter your SugarCRM email, then click Save.

Scenario 2: To integrate a different SugarCRM account, click Integrate another SugarCRM account and complete Step 3 details.

Important Configuration

Disable IP address validation in SugarCRM to prevent integration errors:

1. Go to Administration Panel > System settings
2. In the Advanced section, uncheck "Validate user IP address"
3. Click Save

Security Note

JustCall will never store the Username and Password of any customer and their team members while integrating with SugarCRM. These values are captured only for authentication purposes to obtain an authorization token.