Connect SugarCRM and ActiveTrail
Integrate SugarCRM with ActiveTrail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record In Any Module in any module of SugarCRM when Contact Updated in ActiveTrail
Update Record In Any Module in SugarCRM when Contact Updated in ActiveTrail
Find or Create Record In Any Module in SugarCRM when Contact Updated in ActiveTrail
Create Lead in SugarCRM when Contact Updated in ActiveTrail
Update Lead in SugarCRM when Contact Updated in ActiveTrail
Popular SugarCRM + ActiveTrail flows
Start from a real workflow other teams are already running.
Choose a trigger
SugarCRM
When this happens...
New Record Created
Record Updated
Choose an action
ActiveTrail
Automatically do this!
Delete a Group
Get single Automation
Get all Automations
Delete a Campaign
Delete a contact
Add Contact to Group
List Account Emails Sending Profiles
List Executive Reports
List Sent Campaigns
List Templates
List Order Fields Information
List Sms Messages
List Account's Mailing Lists
List User's Segmentations
List Sign-up Forms
List Landing Pages
List Contact
List Group
List Automations
Find Group
Find Contact
Send SMS Message
Create Contacts
Update contact
Create Record In Any Module in any module of SugarCRM when Contact Updated in ActiveTrail
Use this flowUpdate Record In Any Module in SugarCRM when Contact Updated in ActiveTrail
Use this flowFind or Create Record In Any Module in SugarCRM when Contact Updated in ActiveTrail
Use this flowCreate Lead in SugarCRM when Contact Updated in ActiveTrail
Use this flowUpdate Lead in SugarCRM when Contact Updated in ActiveTrail
Use this flowDelete Lead in SugarCRM when Contact Updated in ActiveTrail
Use this flowGet Leads from SugarCRM when Contact Updated in ActiveTrail
Use this flowCreate Account in SugarCRM when Contact Updated in ActiveTrail
Use this flowUpdate Account in SugarCRM when Contact Updated in ActiveTrail
Use this flowDelete Account in SugarCRM when Contact Updated in ActiveTrail
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and ActiveTrail.
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.
Contact Updated
Triggers when a contact record in ActiveTrail is updated.
Contact Unsubscribed
Triggers when a contact unsubscribes from receiving further emails.
Contact Removed From Group
Triggers when a contact is removed from a group (any group).
Contact Added via Signup Form
Triggers when a contact is added via a signup form.
Do thisActions
Action is the task that follows automatically within your SugarCRM 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 SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn more
About ActiveTrail
ActiveTrail is an email marketing and automation platform that helps businesses create and send emails, manage campaigns, and automate marketing tasks to enhance customer engagement and conversion rates.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and ActiveTrail 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 SugarCRM and ActiveTrail 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 ActiveTrail. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in ActiveTrail, and a separate workflow where ActiveTrail triggers actions in SugarCRM. 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 SugarCRM and ActiveTrail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and ActiveTrail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
