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A
Anonymous
October 15, 2013
Question

Sync with Sugar CRM - tips anyone?

  • October 15, 2013
  • 7 replies
  • 3124 views
Hi All, just wondering if anyone has used the Nepo connector and synced with Sugar CRM?
During the integration some of our lead capture pages/forms sync to Sugar, and some of the new ones will sync to Marketo.  I know all will end up migrated in the end, however, for the short term, I want one Lead List in Marketo, not to sync with Sugar till the leads are further qualified.  

I know I can set that up in a smart campaign (sync later after a defined action, i.e. clicked link in email), but is there something I need to define during install of the connector to ensure they're not automatically sync when the connector is all done?

And this might be a silly question, but do you have to map out fields in CRM and which fields they should correlate too in Marketo during connector setup?  

Any other tips and tricks for a complete first timer in regards to connecting with Sugar?

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7 replies

A
Anonymous
October 13, 2014
Obviously I'm a lone ranger here, but maybe one day someone will search for this thread...
We finally got there, after 12months worth of redesign for the connector, testing integration and loading on CRM servers. If you are looking at integrating these 2 platforms, and want to save yourself 12 months, get in contact with me. I did it the hard way and learnt a lot!
A
Anonymous
February 9, 2016

Hi Julia

I am assisting a client with the integration and we are about 6 months into the process and finding the connector very temperamental.

It would be great to chat about how you solved your issues.

Thanks

A
Anonymous
August 16, 2016

Kellie Detez​ We're just about to start doing this ourselves. Would love to hear from you if you have any tips/tricks to share!

Thanks,

Su

A
Anonymous
October 16, 2014
Hi Julia!

We're also attempting to connect Sugar and Marketo via Sugar's Marketo Connector.  I'd be interested in learning more about your experiences with this.  We are already experiencing difficulties and I'd prefer not to lose more time than we have to on this integration. 
A
Anonymous
October 23, 2014
Hi Mickey,

Hows your integration going?? Which connector are you using, to my knowledge there's only one, the Nepo connector...
My experience has been a shocker, 12months of issues, and a redesign of the connector later, we're ready to hook it all up again, but it's been a long slog thats for sure. If you want to email me and setup a time, I'd be happy to share experiences...
juliar@gettheworldmoving.com
Rezelda_McGath
Rezelda_McGath
Level 1
August 8, 2017

Hi Julia!

We are also using Sugar CRM and Marketo! I'd also love to hear your experiences. Is it possible to email you so we can chat?

A
Anonymous
October 23, 2014
Hi Julia!

We're also using the Nepo connector, but as I understand it, since it was purchased by Sugar a year or so ago it is now called the Marketo connector.  Regardles of the name, the going has been a little rough.  We host our own instance of Sugar which has added some complexity to the project.  It certainly has not been as easy as we were given to believe from reading the implementation instructions.


 
A
Anonymous
October 23, 2014
Chat to you off-line, sounds like you're experiencing much the same as we did, I think maybe I can save you a heap of time, money and effort!
A
Anonymous
December 12, 2017

Hi Julia, we have started with this process and I think we are already bumping into some issues. Pretty similar to the comment from 55848. Do you think you can help us?

Cheers

- Lorena

A
Anonymous
March 6, 2017

Has anyone integrated Sugar with the MKTO Connector and Marketo Custom Objects? Can the Sugar Connector work with Marketo Custom objects?

Grégoire_Miche2
Grégoire_Miche2
Level 10
March 6, 2017

Hi Selene,

You should rather open a new thread than continue an old one. You would be more likely to get an answer. Here, only people who have already contributed to the thread are notified.

-Greg

A
Anonymous
November 21, 2017

Hi Julia, we have started with this process and I think we are already bumping into some issues. Pretty similar to the comment from 55848. DO you think you can help us?

Cheers

- Lorena

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