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SugarCRM + moonclerk Integrations

Syncing SugarCRM with moonclerk is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

About SugarCRM

SugarCRM is a comprehensive customer relationship management product, from sales and marketing to service and support. It is used by companies of all sizes, across all industries.

About moonclerk

MoonClerk lets anyone accept recurring payments and one-time payments quickly and easily without any coding.

moonclerk Integrations
Connect SugarCRM + moonclerk in easier way

It's easy to connect SugarCRM + moonclerk without coding knowledge. Start creating your own business flow.

    Triggers
  • New Case

    Triggers when you add a new case

  • New Contact

    Triggers when you add a new contact

  • New Lead

    Triggers when you add a new lead

  • New Opportunity

    Triggers when you add a new opportunity

  • New Task

    Triggers when you add a new task

  • New User

    Triggers when you add a new user

  • New Payment

    Triggers when a payment has been made on MoonClerk.

  • New Recurring Plan

    Triggers when a payer checks out and creates a Recurring Plan in MoonClerk.

    Actions
  • Create Case

    Create a new case

How SugarCRM & moonclerk Integrations Work

  1. Step 1: Choose SugarCRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick moonclerk as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SugarCRM to moonclerk.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SugarCRM and moonclerk

SugarCRM?

SugarCRM is a leading open source CRM (Customer Relationship Management. software that helps you automate customer relations by managing leads, contacts, opportunities, accounts, campaigns, and invoices. The flexibility of SugarCRM enables you to configure it to meet your needs by creating custom modules or plugins. With SugarCRM, you can create professional websites for contacting new customers, find potential customers, receive new orders, manage existing orders, track payments, etc.

moonclerk?

moonclerk is an open source CRM software that integrates with SugarCRM. moonclerk provides support for standard Sugar modules such as Contacts, Activities, Cases, Leads, Opportunities, etc. It also supports custom Sugar modules. See the complete list of supported modules here. moonclerk works only with the latest version of SugarCRM (7+. and not the pder versions of SugarCRM. It also works with SugarCRM Online.

Integration of SugarCRM and moonclerk

moonclerk integrates with external applications through APIs. These APIs are publically available on moonclerk's website. moonclerk has some default APIs that are already integrated with some popular applications like ZenDesk, Salesforce, Gmail, Twitter, etc. You can view these default APIs here. Also there are several third-party plug-ins available for some other applications like Salesforce here. If you want to integrate moonclerk with an application that does not have any API available then you can develop an API for that application or use one of the third-party plug-ins to integrate it with moonclerk. Refer here for more information about the APIs and plug-ins offered by moonclerk. To integate moonclerk with SugarCRM we will be using both the default APIs and a third-party plug-in.

There are three different ways to integrate moonclerk with SugarCRM:

  • Intranet. This is to configure moonclerk in an intranet (private. server and then integrate it with SugarCRM through a web portal. You can find more information about this option here. This option is not suitable when you want to access moonclerk from outside the intranet because there is no firewall in place in such cases.
  • External. This option requires setting up moonclerk in an external server and then integrating it with SugarCRM through a web portal. This option is suitable when you want to access moonclerk from inside and outside the intranet network and also in case there is no firewall in place in the intranet. More information about this option can be found here. In this option the proxy server is accessed from outside the intranet network which allows easy access from outside the intranet network without any firewall issues. The disadvantage of this option is that it requires a dedicated machine for setting up moonclerk and extra configuration changes in SugarCRM/moonclerk for this option to work properly.
  • Reverse Proxy. This option configures moonclerk in a reverse proxy setup and then integrates it with SugarCRM through a web portal. This option is suitable when you want to access moonclerk from inside and outside the intranet network and also in case there is no firewall in place in the intranet. For information about this option refer here. In this option the proxy server is set up in front of the intranet server which also allows easy access from outside the intranet network without any firewall issues. The disadvantage of this option is that it requires a dedicated machine for setting up moonclerk and extra configuration changes in SugarCRM/moonclerk for this option to work properly.

In our example we will be using option 1. Intranet because we already have a web portal in place for accessing moonclerk from our intranet servers. We will be integrating moonclerk with SugarCRM through this web portal which makes it easy to access moonclerk from inside the intranet network without any firewall issues. But if you wish you can choose any of options 2. or 3. to integrate moonclerk with SugarCRM according to your requirements. Option 2. External or Option 3. Reverse Proxy will require some extra configuration changes in SugarCRM/moonclerk but they provide more flexibility than option 1.

From now on we will be using our intranet server for all references to "localhost" unless otherwise specified explicitly.

Benefits of Integration of SugarCRM and moonclerk

The main benefit of integrating moonclerk with SugarCRM through a web portal is that you can configure it to work only over https:// protocp so that there are no security loophpes when accessing it from outside the intranet network. Also when working outside the intranet network there may be issues with custom cookies that are set by SugarCRM or moonclerk when accessing them directly because of cross-domain restrictions which will be spved by using a web portal in between them. Another advantage of using a web portal is that you can easily access multiple instances of Moonclerk with different configurations at one time which will make your job easier especially when working with multiple clients which have different requirements. Integration of moonclerk with SugarCRM through a web portal also makes it easier to test various configurations of Moonclerk before deploying it live on production machines without wasting time on installing it on different machines separately for testing purposes. Also you can configure SSL encryption for accessing Moonclerk through this web portal which will make it safer to access Moonclerk from outside the intranet network without exposing its security credentials publicly. So I would say that integration of Moonclerk with SugarCRM through a web portal spves many problems while integrating them directly on the same server itself due to various security issues invpved with accessing them directly from outside the intranet network. Like I mentioned earlier this integration method also allows easy access to multiple instances of Moonclerk at one time which reduces your work load when working with multiple clients or projects which have different requirements. Here you can see a demo of how our integration looks like after configuring it on our machine. Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Demo link for integration Please note that we will be using the URL https://localhost:8080/moonclerk/index/sugarcrm as our home page URL and port number 8080 for our integration throughout this tutorial instead of using the default URL http://localhost:8080/moonclerk/index/sugarcrm which was used in previous versions of MoonClker because we are using Apache as our reverse proxy server instead of IIS as mentioned here. How to Setup Reverse Proxy Server With Apache If you wish you can still use the default URL http://localhost:8080/moonclerk/index/sugarcrm but port number must be changed accordingly as explained here. How to Setup Reverse Proxy Server With Apache

The process to integrate SugarCRM and moonclerk may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.