eApps eQuotes

How to integrate/connect GeoQuotes with SugarCRM

With GeoQuotes, you can easily push any quote directly to the Opportunity module inside SugarCRM.

Within the Settings module, under the Integrations section, navigate to the SugarCRM box and click on Configure

In the pop up that appears, enter your SugarCRM URL along with your login information and click on Integrate.

Currently, it is not possible to use SSO to complete the integration between SugarCRM and GeoQuotes. To login, you will need to have a username and password. Once completed, you will see the pop up (shown below) confirming that the integration has been enabled.

After integrating, you can start mapping each of the modules from SugarCRM. Choose the fields you want to map for each and click Save once you’ve finished.

Sync Companies/Accounts mapping screen:

Sync Contacts mapping screen:

Sync Products Catalog mapping screen:

Map Opportunities/Quotes screen:

If you have any questions, feel free to send us a message by clicking here. Our support team is always ready to help!