Connect SugarCRM and Float
Integrate SugarCRM with Float to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Update Record In Any Module in SugarCRM when New Milestone in Float
Find Allocation in Float when Record Updated in SugarCRM
Create Record In Any Module in any module of SugarCRM when Project Task Created in Float
Create Record In Any Module in any module of SugarCRM when New Project Created in Float
Create Person in Float when New Record Created in SugarCRM
Popular SugarCRM + Float flows
Start from a real workflow other teams are already running.
Update Record In Any Module in SugarCRM when New Milestone in Float
Use this flowFind Allocation in Float when Record Updated in SugarCRM
Use this flowCreate Record In Any Module in any module of SugarCRM when Project Task Created in Float
Use this flowCreate Record In Any Module in any module of SugarCRM when New Project Created in Float
Use this flowCreate Person in Float when New Record Created in SugarCRM
Use this flowUpdate Record In Any Module in SugarCRM when Project Task Updated in Float
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Float.
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 Milestone
Triggers when a new milestone is created.
New Person created
Runs when new person is created.
New Phase
Triggers when a new phase is created.
New Project Created
Triggers when a new project is created.
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 Float
Float is the fast and friendly resource scheduling app. Keep track of who's working on what and when.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Float 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 Float 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 Float. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Float, and a separate workflow where Float 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 Float. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Float integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
