Connect Google Sheets and SugarCRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Spreadsheet Row
New Spreadsheet
New Worksheet
Choose an Action
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
Ready to use Google Sheets and SugarCRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
New Worksheet
Triggers when a new worksheet is created within the selected Spreadsheet.
New Record Created
Runs when a new record is created in a selected module such as Leads, Contacts, or Tasks.
Record Updated
Runs when an existing record is updated in a specified module such as Leads, Contacts, or Tasks.
Do thisActions
Action is the task that follows automatically within your Google Sheets integrations.
Update Spreadsheet Row
Update columns in sheet row
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Row
Delete a row from a sheet.
Add Row To Sheet
Insert row with column values
Lookup Spreadsheet Rows
Find rows in a Google Sheet that match a column value or an advanced filter.
Copy Subsheet
Creates a new sheet by copying an existing sheet from a spreadsheet.
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Step by step guides to integrate Google Sheets and SugarCRM
Frequently Asked Questions
To start, connect both your Google Sheets and SugarCRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in SugarCRM (or vice versa).
Absolutely. You can customize how Google Sheets data is recorded in SugarCRM. This includes choosing which data fields go into which fields of SugarCRM, setting up custom formats, and filtering out unwanted information.
The data sync between Google Sheets and SugarCRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Google Sheets and SugarCRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Google Sheets
Google Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
Learn MoreAbout SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn More
