Connect SugarCRM and Cakemail
Integrate SugarCRM with Cakemail to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SugarCRM + Cakemail 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
Cakemail
Automatically do this!
Add a Contact
Update a Contact
Get Account Details
Shows All Lists
Validate Domains
Show Email Activity Logs
Get Leads from SugarCRM when Contact Updated in Cakemail
Use this flowCreate Account in SugarCRM when Contact Untagged in Cakemail
Use this flowCreate Account in SugarCRM when Campaign Cancelled in Cakemail
Use this flowCreate Account in SugarCRM when New Contact in Cakemail
Use this flowGet Leads from SugarCRM when Contact Deleted from Cakemail
Use this flowGet Leads from SugarCRM when Contact Untagged in Cakemail
Use this flowDelete Account in SugarCRM when Contact Deleted from Cakemail
Use this flowFind or Create Record In Any Module in SugarCRM when Contact Tagged in Cakemail
Use this flowUpdate Lead in SugarCRM when Campaign Updated in Cakemail
Use this flowGet Leads from SugarCRM when Contact Tagged in Cakemail
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Cakemail.
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.
New Contact
Trigger when a new contact is added.
Contact Updated
Triggers when a contact is updated.
Contact Deleted
Triggers when a contact is deleted.
Contact Tagged
Triggers when a contact is tagged.
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 Cakemail
Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Cakemail 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 Cakemail 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 Cakemail. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Cakemail, and a separate workflow where Cakemail 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 Cakemail. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Cakemail integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
