SugarCRM for Zoho Directory

SugarCRM for Zoho Directory

Configure SAML in Zoho One

  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then use the search bar to find and install SugarCRM.
    SugarCRM's installation page in Zoho Marketplace
  3. Name your app and enter your Base URL.
    4. Note: Your Base URL is the URL you visit to sign in to your SugarCRM instance. It might look something like this: "zylker.sugarcrm.com"
  4. If you want to test the SAML configuration before allowing users to access SugarCRM, uncheck Display app to users.
  5. Click Add.
  6. Click Manage Application, then Single Sign-On.
  7. Click Service Provider Details to check and verify the SP details. You can also edit them, if needed.
  8. Click Identity Provider Details, then copy the Sign-in URL, the Sign-out URL, and the X.509 Certificate.
    Identity provider details needed to configure SAML in SugarCRM

Configure SAML in SugarCRM

  1. Sign in to your SugarCRM account.
  2. Click your profile icon, then click Administration.
  3. Click Password Management under Users.
  4. Check Enable SAML Authentication.
  5. Enter the IdP Sign-in URL in the IdP SSO Target URL field, the IdP Sign-out URL in the SLO URL, and the IdP X.509 Certificate in the X509 Certificate field.
  6. Check Load login screen in same window to avoid pop-up blocking.
  7. Click Save.

Just-in-time provisioning

Just-in-time (JIT) provisioning creates a SugarCRM account for users during their first SSO attempt, so you don't have to do it manually for each user. SugarCRM enables JIT automatically when configuring SAML.

Test the SAML connection

  1. Return to the Zoho One Admin Panel.
  2. Go to Applications, then click SugarCRM.
  3. Click Assign Users, choose yourself from the list, then click Assign.
  4. Click . If everything is working, you should be automatically signed in and taken to SugarCRM's homepage.
    Signing in to SugarCRM with SSO

Make app visible to all users

After successfully testing the SSO, you can make SugarCRM available for all users to access from their My Apps pages.

To make SugarCRM visible to all users:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Applications, then click SugarCRM.
  3. Click Edit, check Display app to users, then click Update.
    Displaying SugarCRM to all users
  4. You can now access SugarCRM from Zoho One's My Apps page.


    • Related Articles

    • Set up sync with SugarCRM

      Integrating SugarCRM with Zoho Campaigns helps you to import leads and contacts from your Vertical CRM into Zoho Campaigns. You can set up a sync to schedule periodic syncing of all your contacts and leads between SugarCRM and Zoho Campaigns on a ...

    • Integrate your SugarCRM account with MarketingHub

      Integrate your SugarCRM account with MarketingHub and import the leads that you have in various modules of SugarCRM. Import them and send email newsletters to them by adding them to your mailing lists. Pre-requisites: Before you integrate your ...

    • What is Zoho Directory?

      Zoho Directory (ZD) is a centralized user directory that synchronizes user accounts and passwords stored in your Microsoft's Active Directory (AD) account. Once you configure Orchestly with ZD, all the user data stored in your organization will be ...

    • Installing Zoho Directory

      How to install Zoho Directory? Click the gear icon  in the top right corner and then select Settings from the dropdown. Click Active Directory in the Setup page. Click Go to Zoho Directory in the Active Directory page. Zoho Directory ...

    • Zoho Directory in WorkDrive

      Zoho Directory helps you manage users and applications in one place. You can quickly add or invite users, change roles, and enable or disable access to apps. You can also mandate custom security policies to your users, which include password policy, ...