by Polar Strategy

Empower your sales team by integrating with mautic. Our plugin provides bi-directional syncing with mautic as well as a unique sales intelligence dashlet. Push only hot leads to crm and make users a part of a mautic campaign right from within sugarcrm

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Installation Guide

Installing the Add-on

1. Mautic License Management

  • In Administration go to “Mautic License Management”
  • Enter License Key and Validate it.
  • Choose users that should have permissions to use Integrator features.![mautic_config.PNG]

2. Mautic Configuration

  • In Administration go to “Mautic Configuration”
  • Set up Mautic URL
  • Set up Username and Password for Mautic Authentication
  • Test the settings (Credentials validated message will pop-up) save settings
    mautic_config.PNG

3. Step 3: Mautic Field Mapping Configuration

  • In Administration go to “Mautic field Mapping Configuration”
  • Select the module to be mapped (Leads or Contacts) from the dropdown
  • Map the fields of Mautic with SugarCRM fields.
  • Save the settings
    mautic_leads_field_mapping.PNG

4. Rebuild views for Mautic

In Administration go to Repair->Quick Repair & Rebuild. Click Quick Repair & Rebuild

5. Synchronize records with Mautic

In Administration go Schedulers. Create new records for the Schedulers. Add Job “function::sugar_to_mautic_sync_job” and “function::mautic_sync_job” to the schedulers. Make sure it runs every 5-10min.
mauticToSugrCRM Sync.PNG
SugarCRMtoMautic Scheduler.PNG
For this functionality you have to have Sugar Scheduler properly configured in crontab, for instance:
*    *    *    *    *     cd ; php -f cron.php > /dev/null 2>&1

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