Sage CRM

Hi Sage CRM Community, I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…

Hi I've read what available information there is for integrating Web Services using PHP but am having problem getting started. I'm not using nuSoap but the standard Soap features of PHP7. I can successfully connect, log on and acquire __getFuntions…

Hi All, We building an integration between Sage CRM and an ESP and two features of this integration are the synchronisation of Group members and Wave Item members (also from a group, although the field returned from the API is ' Wait_TargetList ')between…

Hi I have built a site in Adobe Dreamweaver, https://www.magnet.co.za/ . Can I integrate Sage CRM into the site?

Hi is there a solution that is able to perform any of the following : Applications or connectors that specialize in integrating CRM systems with social media. These apps can provide features such as social media monitoring, lead generation, and…

Hi do you know if it is possible to connect CRM to txt messaging service for sending out txt updates to customers Thank you

Hi everyone, I have two queries. 1. Other than using Accelerator or Outlook Lite- are they any other options out there that can integrate Outlook with Sage CRM?In the alternative, are there other email clients that can integrate smoothly with Sage CRM…

When a group fails to send to MailChimp due to issues with emails, an error group is created. At what point is this to be received into the Group list and do you need specific permissions to see this group or notification? A member of our marketing team…

Hi all, I am building a custom asp page to run in CRM but when i open the page on the application I get the following error : Class: CRMWrapper - Method: ExecWebPageNew - Error: The module was expected to contain an assembly manifest. (Exception from…

We use the Rest API of SageCRM to get data and update data. The performance of the Rest API is poor: a general get of one Person takes 500 ms. Is this the normal response time you can expect from the SageCRM Rest API? Do you have any suggestions to…

We are trying to add in marketing automation into our CRM. Aside from mailchimp, does Lead Forensics, LinkedIn/ Sales Navigator integrate with Sage CRM? Also has anybody managed to set up Sage CRM whereby it provides "LEAD SCORING" capabilities?

Is there a way to acces and update Sage CRM relationship data? We use the Rest API interface (sdata in version 2022 R2) to access company and person data. In the user interface we use relationships to do company-company relationships. In the Sage CRM…

Client has Allworx phone system and is looking to automatically create Phone In / Phone Out Sage CRM Communications against recognised Customer/Prospect/Supplier callers id's along with duration (start / end times) and user based on the call data records…

I have reviewed old posts re this issue but there is not an answer. Are there plans to rectify this in the 'Send to Mailchimp' function? It is a legitimate entry within CRM to have more than 1 contact sharing a group email. If you build a group that…

Hi all, Just wondering if anyone knows whether it is possible to run A/B testing in a Sage MailChimp campaign? If it is not possible through the standard integration, do alternative integrations like Qmulus' MailChimp integration offer it? I can't…

When I send a list over to MailChimp it appears to be going over just fine, however, we I try to create my mail chimp campaign in CRM and link the group I sent over, it does not show up. It appears that this issue started at the end of October, and while…

Hello, Has anyone had any luck automating the push to Mailchimp button to automatically send data maybe once a month or something so that mailchimp contacts stay updated? Thanks, Jacob

Hello, We are in the process of deploying a custom solution that integrates ERP functionality into our Sage CRM. The last hurdle involves enabling users to access the system in a way that makes sense. We have our CRM (7.2) and ERP (2012) databases…

Hi, Did anyone have a example of using the Sage webservices SOAP with SOAP UI or PHP for example ? I need the correct syntax (XML) for a method (read, modify, insertLines or delete..). Thanks in advance Best regards

Our company uses Sage CRM for client management and Cheethmail for email marketing campaigns. Each time a marketing email is to be deployed, a segment list needs to be manually exported from Sage CRM then imported into Cheetahmail. Is there any documentation…

We currently use Sage 100 (MAS200) and Salesforce. We are considering switching to Sage 100 Premium and Sage CRM. My most basic question is this. In purchasing CRM (in Place) are we required to purchase middleware such as GUMU by GreyTrix. I don't see…