Skip to main content
A
Anonymous
October 12, 2016
Question

Issues with SugarCRM Marketo Connector

  • October 12, 2016
  • 4 replies
  • 4622 views

We recently purchased SugarCRM and have installed the Marketo Connector module.  We are having issues with getting leads from Marketo into Sugar.  We definitely have leads that qualify.  I am wondering if anyone else has had issues with the more recent Marketo Connector provided by SugarCRM directly.

We have followed the instructions provided for installing for the module, setting up the connector in Sugar, setting up webhook and custom header in Marketo, and have tested that the connector is working in Sugar. However no leads are making it into Sugar. Do we need to have campaigns set up in Marketo to actually push that data or does that happen automatically? The documentation doesn't specify.  With other webhooks we've created, we actually have to create campaigns to call the webhook.

Second, we use our Marketo instance for both consumer and commercial business.  Sugar was purchased only for the commercial side of the business.  Is there a way to limit which leads make it into Sugar - we have a field that marks a lead as commercial or consumer, so ideally we'd use that field to limit what goes into Sugar.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.

4 replies

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 12, 2016

Hi Sonnia,

Yes, you have to create a smart campaign that call the webhook you set up as part of the installation. It is when the webook is called that Sugar know that it should pull the lead from Marketo and sync it (note that the webhook is passing the Marketo lead ID as a parameter).

And you will be able to use that field to determine which lead have the webhook called or not. Typically, this will be done just adding a filter to the triggered or batch smart campaign.

-Greg

A
Anonymous
October 13, 2016

@Keith Nyberg​ Any chance you can assist here? The person I reached in Sugar Support couldn't assist and our implementation team partner has been of no help.  We have followed the Sugar-provided instructions to the letter, checked all of our settings in Marketo and Sugar several times.  We tested the connection and it also came back successful each time.

I created a smart campaign in Marketo to call the webhook and confirmed it runs as expected.  We definitely have leads that qualified and should have been pushed to Sugar, but aren't making it through. 

The documentation provided for the Connector leaves out the instructions that a smart campaign needs to be created (but we assumed it was needed based on other webhooks we use).  It makes me wonder if there any other things that might have been left out of the documentation for the setup.

Grégoire_Miche2
Grégoire_Miche2
Level 10
October 13, 2016

Hi Sonnia,

the doc here:  http://support.sugarcrm.com/Documentation/Installable_Connectors/Marketo/Marketo_User_Guide/#Syncing_Marketo_to_Sugar says

"Marketo then uses the webhook to push the leads meeting this criteria to your Sugar instance. For more information on adding the webhook in Marketo, please refer to the Marketo Connector Installation Guide. The webhook utilizes the SugarCRM entryPoint (your Sugar instance URL and Marketo Lead ID) to download the Marketo lead and synchronize to Sugar."

Which is not very clear, indeed . It does not say that Marketo does NOTHING unless explicitely programmed for by a user.

-Greg

Zak_Pines5
Zak_Pines5
Level 3
October 27, 2016

Hi Sonnia - Bedrock Data is a third party integration product bi-directionally connecting Marketo to any SaaS CRM (NetSuite, Microsoft Dynamics, SugarCRM, Zoho, Pipedrive, PipelineDeals, etc.). 

We have customers who have gotten fed up with the free native connector between Sugar and Marketo.  So happy to help if you'd like to see how Bedrock Data can manage that for you.

One of the added advantages is Bedrock Data is a bi-directional sync means it will be de-duplicated in either direction --- aka as leads are added to Sugar or Marketo. Even the Marketo native Salesforce connector doesn't handle this well - as a new lead from Salesforce that already exists in Marketo (but not yet synced) would create a duplicate.

We also provide an interface for you to manage your rules on what syncs, when - so you have more control of the process.

If you'd like to discuss I'm Zak[at]BedrockData.com

Also check out our recent Marketo Power User Series here:

bedrockdata.com/marketo-power-users

Zak_Pines5
Zak_Pines5
Level 3
December 13, 2016

A little more info here Sonnia.

Posted this today highlighting common scenarios we are solving with the Bedrock Data connector for Marketo & SugarCRM. 

Five ways Bedrock Data provides a better Marketo-SugarCRM connector

Includes:

1. Sync every 5 minutes

2. Bi directional Sync (De-duplicate in both directions, control what syncs in both directions)

3. Sync multi-select fields from Sugar and build smart lists in Marketo

4. Create contacts in Sugar

5. Sync back opportunity for Marketo RCA for SugarCRM

Let me know if you'd like any more info.

Best Regards,

Zak

Terms & ConditionsAccessibility statement

Loading footer...