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Marketing ⇄ CRM

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

Keep Rollworks 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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Why teams connect Rollworks and SugarCRM

Keep the people you sell to and the people you market to in one shared view: SugarCRM and Rollworks sync contacts, accounts, and engagement in real time, in both directions.

SugarCRM owns the customer relationship and the pipeline; Rollworks runs the campaigns, audiences, and outreach that fill it. The two overlap on the same people and companies — a lead in one system is a subscriber, a segment member, an event registrant, or an ad audience in the other. When that overlap is bridged by CSV exports or a nightly job, sales works from lists that no longer match reality and marketing keeps targeting people whose status has already moved on.

Stacksync syncs Accounts, Contacts, Leads, Opportunities in SugarCRM with Reporting and Attribution, Target Account Lists, Account Tiers, Accounts (TAL Items) in Rollworks field by field, in real time, and in both directions. You decide which system owns which fields — SugarCRM can own account and opportunity status while Rollworks owns engagement and campaign membership — and Stacksync keeps every copy consistent and resolves conflicts by 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 Consolidate account-level ad engagement by domain into a reporting database to join RollWorks spend against CRM Opportunities.
  • 04 Push a Target Account List from a CRM or warehouse into RollWorks, keeping Accounts (domains) and their Account Tiers aligned as the source data changes.

Common sync patterns

Where Rollworks captures engagement: activity lands on the record

Opens, clicks, form fills, event attendance, or ad responses recorded in Rollworks post back to the contact or account in SugarCRM, so reps see interest before they reach out.

Lead and lifecycle status agree

Status, stage, or score set in one system updates the matching record in the other, so a lead marketing is still nurturing is not worked as sales-ready, and a closed account stops receiving prospecting.

Segments and audiences follow the CRM

Where Rollworks builds lists, segments, or ad audiences, membership tracks the fields and stage owned in SugarCRM, so who receives a campaign reflects current pipeline reality instead of a stale export.

What you can sync between Rollworks 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.

Rollworks objects SugarCRM objects How this pairing syncs
Campaigns Prospecting v2 campaigns running on Web and LinkedIn with budget, KPI, and flight settings; created and edited via API and read back for status and pacing. Campaigns Marketing efforts tied back to leads and opportunities. Same entity on both sides — records pair one-to-one and field-level changes reconcile in both directions.
Accounts (TAL Items) Individual accounts identified by domain; added or removed via the tier items endpoint (POST/DELETE) so an operational database can control which domains are targeted. Tasks Follow-ups attached to records across modules. Accounts (TAL Items) is specific to Rollworks and Tasks to SugarCRM — each maps to any object or custom field on the other side.
Audience Segments CRM (email), custom (cookie or ID), and lookalike segments created via /audience/v1/segments; membership is written from a warehouse with a duration of 1 to 540 days. Custom modules Modules built with Module Builder get the same REST endpoints as stock ones. Audience Segments is specific to Rollworks and Custom modules to SugarCRM — each maps to any object or custom field on the other side.
Ad Groups and Ads Campaign subdivisions carrying attribute, contextual, geo, and device targeting plus creative; read and written to keep targeting aligned with an internal planning system. Accounts Company records, the usual join key against ERP customer masters. Ad Groups and Ads is specific to Rollworks and Accounts to SugarCRM — each maps to any object or custom field on the other side.
Reporting and Attribution Delivery and attribution metrics (impressions, clicks, cost, conversions, view-throughs) from the GraphQL Reporting API; read-only, aggregated by campaign, ad, and account domain. Contacts People linked to accounts, synced with marketing and support systems. Reporting and Attribution is specific to Rollworks and Contacts to SugarCRM — each maps to any object or custom field on the other side.
Target Account Lists Named lists of B2B accounts for ABM; managed through /audience/v1/target_accounts so a CRM or warehouse can push and reconcile the accounts RollWorks advertises against. Leads Unqualified prospects that convert into contacts and opportunities. Target Account Lists is specific to Rollworks and Leads to SugarCRM — each maps to any object or custom field on the other side.

How changes propagate between Rollworks 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.

Rollworks SugarCRM Interval-based propagation

DetectionStacksync polls Rollworks for changes on an incremental schedule, reading only records changed since the previous pass. Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule.

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

SugarCRM Rollworks Sub-second propagation

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

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

Rate-limit considerations

  • Rollworks: NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.
  • SugarCRM: Limits depend on the hosting model; on-premise instances are constrained by server capacity rather than fixed quotas.
What ships with Rollworks ⇄ SugarCRM

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

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

Real-time

Two-way sync

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

No-code + pro-code

Workflow automation

Trigger automated workflows whenever Rollworks 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 Rollworks or SugarCRM record.

Observability

Monitoring

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

Trading partners

EDI

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

How the Rollworks and SugarCRM connectors work

Rollworks

Integration surface
REST APIs (Audience, Prospecting v2) plus a GraphQL Reporting API
Authentication
OAuth 2.0 via NextRoll (Authorization Code grant, Bearer tokens per RFC 6749/6750); Personal Access Tokens supported for server-side scripts
Change detection
Polling — reporting is pulled via GraphQL queries and account/audience membership is reconciled on a schedule; no change webhooks or CDC feed is published
Capabilities
read · write
Rate limits
NextRoll does not publish explicit rate limits; access tokens expire 24 hours after issue and refresh tokens rotate on use, so long-running syncs must keep refreshing credentials.

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

    Choose tables

    Pick the Rollworks 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 · Rollworks ⇄ 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
    Rollworks SugarCRM
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
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FAQ

Rollworks 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.

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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 384 integrations available for Rollworks and SugarCRM.

Popular · 7 of 384
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