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Human resources ⇄ CRM

Lever to SugarCRM integration — real-time, two-way sync

Keep Lever and SugarCRM in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

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Adopted by fast-scaling companies moving mission-critical data in real time

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Why teams connect Lever and SugarCRM

Keep the people who own accounts in SugarCRM in step with the workforce records in Lever, so ownership, roles, and org structure stay current in both systems, in real time and in both directions.

SugarCRM runs on people as much as on accounts: every contact, deal, and account has an owner, and those owners are employees whose roles, teams, and status are held in Lever. Lever is the system of record for the workforce, from new hires to promotions to departures, and often for the candidates the business is still deciding on. When the two systems are connected only by re-keying or an overnight export, they drift apart, and the CRM ends up assigning accounts to people who have left, holding territories that no longer match the org chart, and waiting days to give a new rep access.

Stacksync syncs Calls and Meetings, Tasks, Campaigns, Custom modules in SugarCRM with Notes and Contacts, Opportunities, Postings, Requisitions in Lever field by field, in real time, and in both directions. You decide which system owns which fields, so Lever stays authoritative on roles and org structure while SugarCRM keeps ownership and territory current, and Stacksync resolves conflicts by the rules you set.

Common use cases

  • 01 Keep contacts and leads aligned with marketing automation for consistent segmentation
  • 02 Consolidate data from an on-premise Sugar deployment into a cloud warehouse for reporting
  • 03 When an Opportunity is marked hired, write the candidate and its Offer into an HRIS or onboarding system to start employee provisioning.
  • 04 Consolidate Feedback, Interviews, and Notes into a warehouse for interviewer scorecard and time-to-fill reporting.

Common sync patterns

Deactivate access when someone leaves

When Lever marks a worker as departed, the matching user in SugarCRM is flagged or deactivated, so former employees do not keep CRM access after their last day.

One directory of people

A person's name, title, email, phone, or manager corrected in either system updates the other, so both stop maintaining separate copies of the same individual.

Where Lever tracks people the business also engages: contacts stay in sync

A person recorded in Lever, such as a candidate or applicant, can create or update the matching contact in SugarCRM, so relationship history and outreach are not rebuilt from scratch when the same individual appears in both.

What you can sync between Lever and SugarCRM

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

Lever objects SugarCRM objects How this pairing syncs
Opportunities The core pipeline record for a candidate applying to a role; replaced the deprecated Candidates endpoint. Created via POST /opportunities and updated (stage, archive, links, tags, sources, files) through the API, and synced two-way with a database or HRIS. Opportunities Deals with revenue line items, synced to forecasting and billing. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Notes and Contacts Free-text Notes on Opportunities plus the underlying Contact (person) that dedupes multiple Opportunities; notes are posted via POST /opportunities/:id/notes and contact-level tags, sources, and links can be added back for attribution. Cases Support tickets kept aligned with help desk tools. Notes and Contacts is specific to Lever and Cases to SugarCRM — each maps to any object or custom field on the other side.
Postings Job posting records with categories, apply URLs, workplace type, and requisition codes. Can be created via POST /postings and read into a warehouse for open-role reporting. Calls and Meetings Activity records used for engagement reporting. Postings is specific to Lever and Calls and Meetings to SugarCRM — each maps to any object or custom field on the other side.
Requisitions Headcount/requisition records with custom requisition fields, tied to Postings; read via GET /requisitions and synced to an HRIS to reconcile approved headcount against open roles. Tasks Follow-ups attached to records across modules. Requisitions is specific to Lever and Tasks to SugarCRM — each maps to any object or custom field on the other side.
Offers Offer records attached to an Opportunity with status and offer-form fields; exposed read-only through GET /opportunities/:id/offers, so they sync outbound to an HRIS or onboarding system when a candidate reaches the offer stage. Campaigns Marketing efforts tied back to leads and opportunities. Offers is specific to Lever and Campaigns to SugarCRM — each maps to any object or custom field on the other side.
Users Lever team members (recruiters, hiring managers) with configurable roles; can be created via POST /users, deactivated, and reactivated through the API. Custom modules Modules built with Module Builder get the same REST endpoints as stock ones. Users is specific to Lever and Custom modules to SugarCRM — each maps to any object or custom field on the other side.

How changes propagate between Lever and SugarCRM

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

Lever SugarCRM Sub-second propagation

DetectionLever notifies Stacksync of record changes through webhook events. Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired,.

DeliveryEach detected change is written to SugarCRM through its API, with automatic retries and rate-limit backoff.

SugarCRM Lever Sub-second propagation

DetectionSugarCRM notifies Stacksync of record changes through webhook events. Polling on date_modified.

DeliveryEach detected change is written to Lever through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • Lever: 10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
  • SugarCRM: Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas.
What ships with Lever ⇄ SugarCRM

Connect Lever and SugarCRM for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every Lever–SugarCRM connection.

Real-time

Two-way sync

Changes in Lever or SugarCRM instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Lever or SugarCRM data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single Lever or SugarCRM record.

Observability

Monitoring

Track your Lever ⇄ SugarCRM sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between Lever and SugarCRM.

How the Lever and SugarCRM connectors work

Lever

Integration surface
REST Data API (api.lever.co/v1)
Authentication
API key over HTTP Basic auth (key as username, blank password) for internal integrations, or OAuth 2.0 with 1-hour access tokens for partner integrations (auth.lever.co)
Change detection
Webhooks for candidate and application lifecycle events (applicationCreated, candidateStageChange, candidateArchiveStateChange, candidateHired, interview created/updated/deleted), plus incremental polling via created_at and updated_at range filters on Opportunities
Capabilities
read · write · webhooks
Rate limits
10 requests/second per API key with a token-bucket burst to ~20/s; POSTs that create candidates/applications are throttled to roughly 2/second. Sustained overage returns 429 with Retry-After. List endpoints are cursor-paginated at up to 100 records per page.
Lever setup guide

SugarCRM

Integration surface
REST API with module-based endpoints
Authentication
OAuth 2.0 access and refresh tokens issued by the Sugar instance
Change detection
Polling on date_modified; server-side web logic hooks can push record events to external URLs
Capabilities
read · write · webhooks
Rate limits
Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas
How it works

How to connect Lever to SugarCRM — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate Lever and SugarCRM with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    Lever connected
    SugarCRM connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the Lever and SugarCRM objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · Lever ⇄ SugarCRM
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    Lever SugarCRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Lever and SugarCRM integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 520 integrations available for Lever and SugarCRM.

Popular · 8 of 520
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