Connect SugarCRM and Flodesk to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
Ready to use SugarCRM and Flodesk automations
Actions and Triggers
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 Subscriber Created
Runs when a new subscriber is added to Flodesk.
A new subscriber added to specific segment
Trigger when a new subscriber added to a segment.
Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
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.
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Frequently Asked Questions
To start, connect both your SugarCRM and Flodesk accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Flodesk (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Flodesk. This includes choosing which data fields go into which fields of Flodesk, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Flodesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SugarCRM and Flodesk. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About SugarCRM
SugarCRM is an online CRM platform that helps you manage your sales, marketing, and customer support better.
Learn MoreAbout Flodesk
Flowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
Learn More
