Connect Contacts+ and SugarAI
Integrate Contacts+ with SugarAI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in SugarCRM when Contact Is Created in Contacts
Update Lead in SugarCRM when Contact Is Created in Contacts
Create Account in SugarCRM when Contact Is Created in Contacts
Delete Account in SugarCRM when Contact Is Created in Contacts
Create Record In Any Module in any module of SugarCRM when Contact Deleted from Contacts
Popular Contacts+ + SugarAI flows
Start from a real workflow other teams are already running.
Choose a trigger
Contacts+
When this happens...
Contact Is Created
Contact Deleted
When a contact is updated
When a new tag is added
When a tag is deleted
Tag Updated
When a business card is transcribed
Choose an action
SugarAI
Automatically do this!
Create Record In Any Module
Update Record In Any Module
Find or Create Record In Any Module
Create Lead
Update Lead
Delete Lead
Get Leads
Create Account
Update Account
Delete Account
Get Accounts
Create Lead in SugarCRM when Contact Is Created in Contacts
Use this flowUpdate Lead in SugarCRM when Contact Is Created in Contacts
Use this flowCreate Account in SugarCRM when Contact Is Created in Contacts
Use this flowDelete Account in SugarCRM when Contact Is Created in Contacts
Use this flowCreate Record In Any Module in any module of SugarCRM when Contact Deleted from Contacts
Use this flowUpdate Record In Any Module in SugarCRM when Contact Deleted from Contacts
Use this flowFind or Create Record In Any Module in SugarCRM when Contact Deleted from Contacts
Use this flowCreate Lead in SugarCRM when Contact Deleted from Contacts
Use this flowUpdate Lead in SugarCRM when Contact Deleted from Contacts
Use this flowDelete Lead in SugarCRM when Contact Deleted from Contacts
Use this flowSupported Triggers & Actions
Everything you can automate between Contacts+ and SugarAI.
When this happensTriggers
A trigger is an event that starts a workflow.
Contact Is Created
Runs when contact is created
Contact Deleted
Triggers when a contact is deleted from your Contacts+ account.
When a contact is updated
Runs the workflow automatically whenever any contact is updated in your Contacts+ account.
When a new tag is added
Runs the workflow automatically whenever a new tag is added to your Contacts+ account.
When a tag is deleted
Runs the workflow automatically whenever a tag is deleted from your account.
Tag Updated
Triggers when a tag is updated.
Do thisActions
Action is the task that follows automatically within your Contacts+ integrations.
Remove Tags From a Contact
Remove one or more tags from a contact.
Add a Note to a Contact
Add a note to a contact.
Create a Contact
Add a new contact with name, email, phone, address and other details.
Get Account Information
Fetches the authenticated user’s account information .
List My Teams
List the teams you are a member of.
Create Tag
Create a tag to label contacts
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Contacts+
Contacts+ is a comprehensive contact management platform designed to help you organize, update, and maintain your contact information seamlessly. With features like contact syncing, business card scanning, and detailed contact insights, Contacts+ ensures you stay connected and organized.
Learn moreSimilar apps
About SugarAI
SugarAI is an AI-driven CRM platform that helps you manage your sales, marketing, and customer support better
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Contacts+ and SugarAI accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Contacts+ and SugarAI as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SugarAI. No coding required.
Yes. You can set up a workflow where Contacts+ triggers actions in SugarAI, and a separate workflow where SugarAI triggers actions in Contacts+. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Contacts+ and SugarAI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Contacts+ and SugarAI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
