Connect SugarCRM and Breeze
Integrate SugarCRM with Breeze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Breeze when New Record Created in SugarCRM
Create New Task in Breeze when New Record Created in SugarCRM
Create Workspace in Breeze when New Record Created in SugarCRM
Add Comment to Breeze when New Record Created in SugarCRM
List Project Tasks from Breeze when New Record Created in SugarCRM
Popular SugarCRM + Breeze 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
Breeze
Automatically do this!
Create Project
Create New Task
Create Workspace
Add Comment
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Create Project in Breeze when New Record Created in SugarCRM
Use this flowCreate New Task in Breeze when New Record Created in SugarCRM
Use this flowCreate Workspace in Breeze when New Record Created in SugarCRM
Use this flowAdd Comment to Breeze when New Record Created in SugarCRM
Use this flowList Project Tasks from Breeze when New Record Created in SugarCRM
Use this flowList Active Projects from Breeze when New Record Created in SugarCRM
Use this flowList Workspaces in Breeze when New Record Created in SugarCRM
Use this flowGet Activity from a Project from a project in Breeze when New Record Created in SugarCRM
Use this flowArchive Project in Breeze when New Record Created in SugarCRM
Use this flowList Project Stages from Breeze when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Breeze.
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.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
When a new task is created
Runs the workflow automatically whenever a new task is created in the selected project.
When a file is added to a project
Runs the workflow automatically whenever a tag is added to any task.
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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Breeze 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 Breeze 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 Breeze. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Breeze, and a separate workflow where Breeze 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 Breeze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Breeze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
