Connect SugarCRM and EyeLevel AI
Integrate SugarCRM with EyeLevel AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Bucket in Eyelevel-ai when New Record Created in SugarCRM
Update Bucket in Eyelevel-ai when New Record Created in SugarCRM
Delete Bucket in Eyelevel-ai when New Record Created in SugarCRM
Create Group in Eyelevel-ai when New Record Created in SugarCRM
Update Group in Eyelevel-ai when New Record Created in SugarCRM
Popular SugarCRM + EyeLevel AI 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
EyeLevel AI
Automatically do this!
Create Bucket
Update Bucket
Delete Bucket
Create Group
Update Group
Delete Group
Add Bucket
Remove Bucket
Crawl Website
Ingest Remote Document
Delete Ingest Document
Find Group by Name
Create Bucket in Eyelevel-ai when New Record Created in SugarCRM
Use this flowUpdate Bucket in Eyelevel-ai when New Record Created in SugarCRM
Use this flowDelete Bucket in Eyelevel-ai when New Record Created in SugarCRM
Use this flowCreate Group in Eyelevel-ai when New Record Created in SugarCRM
Use this flowUpdate Group in Eyelevel-ai when New Record Created in SugarCRM
Use this flowDelete Group in Eyelevel-ai when New Record Created in SugarCRM
Use this flowAdd Bucket in Eyelevel-ai when New Record Created in SugarCRM
Use this flowRemove Bucket in Eyelevel-ai when New Record Created in SugarCRM
Use this flowCrawl Website in Eyelevel-ai when New Record Created in SugarCRM
Use this flowIngest Remote Document in Eyelevel-ai when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and EyeLevel AI.
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.
Update Documet
Trigger when an existing Ingest document is updated.
New Ingest Document
Trigger when new Ingest document is created.
New Group
Trigger when new Group is created.
Update Bucket
Trigger when an existing bucket is updated.
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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From idea to automation.
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 EyeLevel AI
EyeLevel allows you to launch automated chats anywhere you advertise, including from your website, QR codes, paid social, paid search, email marketing, and more. Live chat with your customers using SMS text, Slack, or Microsoft Teams.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and EyeLevel AI 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 EyeLevel AI 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 EyeLevel AI. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in EyeLevel AI, and a separate workflow where EyeLevel AI 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 EyeLevel AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and EyeLevel AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
