Connect Simplesat and SugarCRM
Integrate Simplesat with SugarCRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Surveys from Simplesat when New Record Created in SugarCRM
List Questions from Simplesat when New Record Created in SugarCRM
Upsert Customer in Simplesat when New Record Created in SugarCRM
Create Member in Simplesat when New Record Created in SugarCRM
Update Customer in Simplesat when New Record Created in SugarCRM
Popular Simplesat + SugarCRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Simplesat
When this happens...
- Request a new Trigger for Simplesat
Choose an action
SugarCRM
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
Get Surveys from Simplesat when New Record Created in SugarCRM
Use this flowList Questions from Simplesat when New Record Created in SugarCRM
Use this flowUpsert Customer in Simplesat when New Record Created in SugarCRM
Use this flowCreate Member in Simplesat when New Record Created in SugarCRM
Use this flowUpdate Customer in Simplesat when New Record Created in SugarCRM
Use this flowCreate/Update Customer in Simplesat when New Record Created in SugarCRM
Use this flowGet Surveys from Simplesat when Record Updated in SugarCRM
Use this flowList Questions from Simplesat when Record Updated in SugarCRM
Use this flowUpsert Customer in Simplesat when Record Updated in SugarCRM
Use this flowCreate Member in Simplesat when Record Updated in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between Simplesat and SugarCRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Simplesat integrations.
Get Surveys
Get surveys in simplesat.
List Questions
Get a questions in Simplesat.
Upsert Customer
Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.
Create Member
Create a new team member in simplesat
Update Customer
Update a customer by ID.
Create/Update Customer
Creates/updates a customer.
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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Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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 Simplesat
Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.
Learn more
About SugarCRM
SugarCRM is an online 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 Simplesat and SugarCRM 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 Simplesat and SugarCRM 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 SugarCRM. No coding required.
Yes. You can set up a workflow where Simplesat triggers actions in SugarCRM, and a separate workflow where SugarCRM triggers actions in Simplesat. 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 Simplesat and SugarCRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Simplesat and SugarCRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
