Sage CRM Integration

Are you looking to simplify Sage CRM integration projects and dramatically reduce the cost of fulfilling the requirement? Or are you looking to synchronise Sage CRM data to increase the visibility of critical data and improve employee performance?

Codeless Platforms’ Sage CRM Integration connector can quickly and simply integrate your ERP or industry specific software with Sage CRM through its drag and drop integration, workflow and process automation capabilities.

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Sage CRM Integration Connector Overview

The Sage CRM Connector tool allows communication between BPA Platform and a Sage CRM database. Objects supported include:

  • Address
  • Cases
  • Comm_link
  • Communication
  • Company
  • Currency
  • Email
  • Lead
  • New product
  • Notes
  • Opportunity
  • Opportunity item
  • Order items
  • Orders
  • Person
  • Phone
  • Pricing
  • Pricing list
  • Product family
  • Quote items
  • Quotes
  • uom
  • uom family
  • Users

Organisations running Sage CRM use Codeless Platforms’ integration connector because:

  • It is a proven Sage CRM Integration Tool
  • Codeless Platforms' drag and drop functionality protect future Sage CRM upgrade paths
  • Its priced in line with Sage CRM
  • Organisations can use Codeless Platforms BPA Platform with other company applications

The commercial benefits of Sage CRM integration include:

  • Eradicate the manual rekeying of data between Sage CRM and an ERP system
  • Improve the visibility of and access to important information
  • Include Sage CRM users in workflow decisions that start outside of the system e.g. Account placed on hold within an ERP solution
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Sage CRM Integration starts from...

BPA Server

Sage CRM Base Server

Starts from:

$998

Sage CRM API Documentation

View the Sage CRM API Objects and Functions exposed by our Connector

Cases

Cases Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Communication

Managing Communications

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Company

Company Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Lead

Lead Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Opportunity

Managing Opportunites

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Orders

Order Management 

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Person

Managing People

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Quotes

Managing Quotes

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Address

Managing Addresses

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Comm-Link

Managing Comm-Link

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Currency

Currency Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Email

Email Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

New Product

New Product Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Notes

Managing Notes

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Opportunity Item

Managing Opportunitity Items

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Order Items

Managing Order Items

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Phone

Phone Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Pricing

Pricing Management

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Pricing List

Managing Pricing List

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Product Family 

Managing Product Family

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Quote Items 

Managing Quote Items

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Uom 

Managing Uom 

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Uom Family 

Managing Uom Family

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update

Users

Managing Users

Add

  • Add
  • UpdateORAdd

Delete

  • Delete

Get

  • Get

Update

  • Update
Data Integration & Synchronisation

Data Integration & Synchronisation

Integrate applications, systems and web services via easy-to-use, graphical tools.

Learn more about Data Integration & Synchronisation connectors

Drag and drop experience

A full drag and drop user experience so integration steps are visually represented within a wider automated process.

Transformation functions

A set of transform functions that can be dragged onto the mapping area to change the data between input and output.

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