Connect SugarAI and Lead Rocks
Integrate SugarAI with Lead Rocks to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SugarAI + Lead Rocks flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarAI
When this happens...
New Record Created
Record Updated
Choose an action
Lead Rocks
Automatically do this!
Verify Email Address
Supported Triggers & Actions
Everything you can automate between SugarAI and Lead Rocks.
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 SugarAI integrations.
Create Record In Any Module
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record In Any Module
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record In Any Module
Finds a record in selected module or creates a new one if none exists.
Create Lead
Create a new lead in SugarCRM.
Update Lead
Update a lead using an ID, email address, or phone number.
Delete Lead
Delete a lead by ID, email, or phone.
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 SugarAI
SugarAI is an AI-driven CRM platform that helps you manage your sales, marketing, and customer support better
Learn more
About Lead Rocks
Lead Rocks is a B2B lead generation platform that helps businesses find verified contact and company data for prospecting, sales outreach, and marketing campaigns.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarAI and Lead Rocks 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 SugarAI and Lead Rocks 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 Lead Rocks. No coding required.
Yes. You can set up a workflow where SugarAI triggers actions in Lead Rocks, and a separate workflow where Lead Rocks triggers actions in SugarAI. 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 SugarAI and Lead Rocks. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarAI and Lead Rocks integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.