Connect SugarCRM and Cloze
Integrate SugarCRM with Cloze 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 Person Change in Cloze
Update Record In Any Module in SugarCRM when Person Change in Cloze
Find or Create Record In Any Module in SugarCRM when Person Change in Cloze
Create Lead in SugarCRM when Person Change in Cloze
Update Lead in SugarCRM when Person Change in Cloze
Popular SugarCRM + Cloze 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
Cloze
Automatically do this!
Delete Company
Create ToDo
Add a Communication Record
Create a Person
Create a Project
Create Timeline Event
Create a Note
List all Project
List People
List Companies
List of custom fields
Create Record In Any Module in any module of SugarCRM when Person Change in Cloze
Use this flowUpdate Record In Any Module in SugarCRM when Person Change in Cloze
Use this flowFind or Create Record In Any Module in SugarCRM when Person Change in Cloze
Use this flowCreate Lead in SugarCRM when Person Change in Cloze
Use this flowUpdate Lead in SugarCRM when Person Change in Cloze
Use this flowDelete Lead in SugarCRM when Person Change in Cloze
Use this flowGet Leads from SugarCRM when Person Change in Cloze
Use this flowCreate Account in SugarCRM when Person Change in Cloze
Use this flowUpdate Account in SugarCRM when Person Change in Cloze
Use this flowDelete Account in SugarCRM when Person Change in Cloze
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Cloze.
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.
Person Change
Triggers when a person is changed.
Company Change
Triggers when a company is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Step Assignee or Custom Field changes.
Project Change
Triggers when a project is changed. Triggers on the major timeline audited changes like Segment, Stage, Step, Assignee or Custom Field changes.
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 Cloze
Cloze acts as a smart CRM that tracks and organizes all your contacts and communication without manual entry. It keeps everything about your contacts in one place, from emails and meetings to notes and social media updates.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Cloze 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 Cloze 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 Cloze. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Cloze, and a separate workflow where Cloze 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 Cloze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Cloze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
