Integrations
SugarCRM
trumpet integration

SugarCRM

Link Pods to SugarCRM opportunities, send buyer engagement back, and add new stakeholders as contacts automatically.

Connect
SugarCRM
Book a demo
Categories

CRM

Set up
Connect
SugarCRM
from the Integrations page in your trumpet account.

Overview

The SugarCRM integration connects trumpet to your SugarCRM opportunities, contacts and accounts. Reps link each Pod to the right opportunity, and buyer engagement and new stakeholders are sent back to SugarCRM.

In trumpet

Ask Copilot about your SugarCRM opportunities

Copilot can read your SugarCRM opportunity details while you build. Ask Copilot to turn deal value and next steps into a buyer-ready summary.

Link Pods to SugarCRM records

Search SugarCRM when you create a Pod and link it to an opportunity, contact or account.

In SugarCRM

Buyer engagement on the opportunity

Pod creation, opens, shares, comments, downloads, Mutual Action Plan updates, form submissions, signatures, and video and voice note plays are sent to the linked SugarCRM record.

New contacts from Pod viewers

People who view a Pod and aren't in SugarCRM yet are added as contacts.

What syncs

  • Opportunities, contacts and accounts into trumpet
  • Pod activity back to SugarCRM: created, opened, shared, comment, attachment downloaded, MAP updated, document signed, form submitted, file uploaded, video played, voice note played, proposal downloaded
  • New Pod viewers as SugarCRM contacts

Before you start

  • A dedicated SugarCRM user for the connection, so everyone in trumpet can use it.
  • Your SugarCRM instance URL.

Set up

  1. In trumpet, go to Integrations and click Connect on SugarCRM.
  2. Log in as your dedicated SugarCRM user.
  3. Paste your SugarCRM instance URL and click Connect.

Full guide: How to integrate SugarCRM into trumpet

SugarCRM

Link Pods to SugarCRM opportunities, send buyer engagement back, and add new stakeholders as contacts automatically.

Connect
SugarCRM
Or book a demo

Use it in:

Pods
Copilot
Analytics

Works well with this integration

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Integration FAQs

Yes. Trumpet integrates with SugarCRM so reps can link Pods to SugarCRM opportunities, contacts and accounts. Buyer engagement in the Pod is sent back to the SugarCRM record.

Pod creation, opens, shares, comments, attachment downloads, Mutual Action Plan updates, signed documents, form submissions, file uploads, video and voice note plays, and proposal downloads.

Yes. When someone who isn't already in SugarCRM views a linked trumpet Pod, trumpet creates them as a SugarCRM contact.

A dedicated SugarCRM user for the connection and your SugarCRM instance URL. Using a dedicated user means everyone in your trumpet account can use the integration.

Yes, through Zapier or the trumpet API. Both can create a Pod from a template and link it to a SugarCRM record.