New in Sugar 6.2: Integrating Twitter with SugarCRM: How to Setup a Twitter Connector

bsoremsugar —  April 1, 2011 — 32 Comments

Editor’s Note: This is article from Hila Shemer is a follow-up from her earlier post about integrating with Facebook, this time looking at integrating with Twitter using the enhanced external services API new in Sugar 6.2

One of the most effective features of SugarCRM is its ability to integrate with social applications to enhance your connection with your customers and future customers. SugarCRM makes it really easy to pull in content from the facebook, twitter, LinkedIn, and more into the application as an additional (and critical) source of information for your business’ success. This tutorial presents the first steps in integrating Twitter content with SugarCRM. We will create a SugarCRM Twitter App and connect to it from user’s individual accounts.

For this tutorial, I’ll be using SugarCRM Enterprise Edition.

1.     Log in as an Administrator.

2.     Admin -> Connectors -> Set Connector Properties ->Twitter tab.

3.     Create the Twitter App:

a.     Go to:  http://dev.twitter.com/apps/new.

b.     Login to your Twitter account:

c. Fill in information about the App including the Site URL.

4.     Back in the Connector Settings page in the SugarCRM application.

a.    Fill out the API key and App secret as provided in the facebook app summary page and save:

5.      Now SugarCRM users can enable facebook content through the application in the following manner:

a.     Login as a user.

b.     In the Home screen -> hover over My Activity Stream dashlet:

c.     Click on Edit Sugar Dashlet button.

d.     In My Activity Stream: Options dialogue -> Authenticate Twitter

e.     Login to your Twitter account. Each user logs in to his or her personal account. This will enable the Twitter App through that user’s SugarCRM account.

f.     Allow access to the App.

g.      Save

Now the user’s Tweets populated through the My Activity Stream dashlet:

 

 

 

32 responses to New in Sugar 6.2: Integrating Twitter with SugarCRM: How to Setup a Twitter Connector

  1. 

    I cant seem to find the twitter tab, I have a linked in one. Can you help?

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