TUX: How to Integrate SugarCRM

Triblio's SugarCRM integration makes it easy to create and and manage target account audiences using your SugarCRM data. 

1. Create Triblio API and OAuth Key
2. Authorize SugarCRM Access
3. Map SugarCRM Accounts to Triblio
4. Add Blacklist Accounts (optional)
5. Sync Account Records (optional)
6. Setup Triblio ABM Analytics
7. Sync Triblio data to SugarCRM fields

1. Create Triblio API and OAuth Key

Before you can authorize your SugarCRM account in Triblio, you need to create a Triblio API in SugarCRM. You will also need to create OAuth keys.

1. Under your Admin settings in SugarCRM click on 'Configure API Platforms'.
2. Type Triblio into the text box under API Platforms. Select 'add' and then save.
3. Navigate back to the Admin Settings and select 'OAuth Keys'.
4. From the OAuth Keys dropdown, select 'Create OAuth Key'.
5. You will be prompted to input a Consumer Key Name, Consumer Key, and a Consumer Secret. Insert the below:

• Consumer Key Name: Triblio API  
• Consumer Key: 0685905e-c893-47b2-802b-d28bef93be0a 
• Consumer Secret: fd528deb-55fa-4a4b-86d3-a432603cba8b

2. Authorize SugarCRM Access

Any user with API access can be used to authorize Triblio.  If preferred, you can create a new user just for the authorization process.  You can also limit this new user to only access certain fields within SugarCRM if you only want the integration to read specific fields.

1. Log in to Triblio, navigate to TUX and click "Setup" at the bottom of the left-hand menu.
2. Click "SugarCRM Setup" from the left-hand menu to open the SugarCRM Management section
3. Click 'CRM Integration'
4. Input the Username and Password to access your SugarCRM instance. Remember this account should have read/write access and admin privileges.
5. Input your base URL and then click 'Authorize'.   
6. Confirm that Triblio is pulling in data from SugarCRM:
   1. Navigate to the audience tab 
   2. Choose 'Add Audience' and create a new audience
   3. Select 'SugarCRM Accounts' under the 'Criteria' menu on the right
   4. Click your new 'SugarCRM Accounts' audience criteria
   5. Select 'Reports' from the
   6. Confirm that your reports are loading in

3. Map SugarCRM Accounts to Triblio

1. Once SugarCRM is authorized, go back to the SugarCRM set up page and scroll down to step two.
2. Determine a field to map Triblio activity to SugarCRM accounts.  
3. This mapping is done on the domain level, so choose your SugarCRM field(s) where the domain is stored.  The standard field is 'Website'.You also want to map your account ownership. The standard field is 'assigned_user_id. The standard field to map user is 'id'.

4. Add Blacklist Accounts (Optional)

If you have accounts (i.e. agencies, partners, your parent or child company) whose domain may be listed across many account records, you can choose to exclude those domains from any mappings. 

1. From the HubSpot CRM Set Up Page, click on the 'Edit Blacklisted Accounts' button
2. In the box that pops up, enter the domains of the accounts you would like to exclude from data syncing

5. Sync Account Records (Optional)

Triblio will automatically sync with your account records overnight; however if you'd like to kickstart the process, you can 'Sync Account Records'.  Know that this will use SugarCRM API calls to sync the records.

6. Setup ABM Analytics Module

Triblio's ABM Analytics Module allows you to see account-level activity and intent signals embedded directly into your SugarCRM accounts record.

How it works:

Triblio’s integration pulls first and third-party intent data for known and unknown visitors into a smart panel embedded in SugarCRM's account records. For each account, it tracks indicators of purchase intent such as the number of unique visitors, surges in third-party research, account engagement over time, and content consumption. Discover when your accounts are interested and what they’re interested in to shape cadences and improve response rates.

The instructions are listed under the ABM Analytics Setup tab. 

Once you've used Module Loader in SugarCRM to upload and install the package, navigate to an account record, click the hamburger menu in the bottom left, and select "Add Dashlet". Then, select the Triblio dashlet and save the change.

Note: In order for the Triblio Sales Acceleration Module to show data in Sugar, you will need to add *.triblio.com to your Sugar Content Security Policy Settings, allowing our iframe to load in Sugar. You can do this by navigating to Admin -> Content Security Policy Settings -> Adding *.triblio.com in both fields and clicking "Save".

7. Sync Triblio data to SugarCRM fields

One of Triblio's popular integrations is the platform's ability to sync account-level data to your associated SugarCRM account records.   Note: You need to ensure the API user that Triblio connects through has read/write access to any fields you wish to sync.

How to Set Up Triblio to SugarCRM Field Syncs:

1. Review the recommended and available fields below and choose which fields match the data you would like to pull from Triblio into SugarCRM.
2. Create your chosen fields in your SugarCRM. Be sure to build the correct field type by referencing 'Field Type' listed in the second to last column of the list below. 
   • To make the fields easy to find when setting up mappings, name the fields with Triblio at the beginning such as 'Triblio Smart Score.'
   • Ensure there are no validation requirements on the fields or the API user won't be able to save them properly.
3. Once the fields are created in SugarCRM, log-in to Triblio and navigate to the SugarCRM Integration Management dashboard in set-up.
4. Scroll down to 'Advanced Set-Up' and click on the orange 'Syncs' button.
5. Once you click 'Syncs' a button to 'Add Sync' will appear below. Click the button and a modal will pop up. 
6. Choose the 'Sync Type' from the drop down list. 
   • There are ten different sync types. Triblio Account Field Value is the most common. 
   • In the list of available fields below you will find the sync type in the last column.  
7. Once you've chosen the 'Sync Type' click 'Add Sync Field' 
8. Choose the 'Triblio Account Field To Sync From' from the drop down menu and then choose the matching field in your SugarCRM instance. 
   1. Ex. '# of Pages Visited - Last 30 Days' will sync to 'Triblio # of Pages Visited - Last 30 Days'
9. Click Save.
10. To sync the data right away, click 'Sync Now' next to each field type. You can also wait until you have added all of your desired sync fields and click 'Sync All' at the top of the list'. These syncs will now run automatically every 24 hours.

Recommended Fields:

• Triblio Smart Score
• Intent - # Surging Topics (A synced value from Triblio representing the # of Surging topics according to Bombora)
• Triblio Ad Impressions (Last 180 Days)
• # of Visitors (Last 90 Days)
• Optional: # of Employees (if you want to filter for only Enterprise accounts or similar)

All Available Fields

Each of these fields will contain data rolled up to the account level.

• The top will summarize the latest sync and the account list below will show every account Triblio attempted to sync.
• Any account that has an issue will have a red "error" box in the status column. Click 'View Sync Data' to discover what is causing the account not to sync.
• Download the full sync report by clicking the 'Download Sync Verification CSV' button to the top right of the account list.
• The 'Synced At' dropdown in the top right will show the date and time of the most recent syncs