Connect SugarCRM and Freelo
Integrate SugarCRM with Freelo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Freelo when New Record Created in SugarCRM
List Invited Projects from Freelo when New Record Created in SugarCRM
Archive Project in Freelo when New Record Created in SugarCRM
Activate Project in Freelo when New Record Created in SugarCRM
Delete Project from Freelo when New Record Created in SugarCRM
Popular SugarCRM + Freelo 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
Freelo
Automatically do this!
Create Project
List Invited Projects
Archive Project
Activate Project
Delete Project
List Archived Projects
List Projects
Create Tasklist
List Tasklists
Create Task
List Tasks
Activate Task
Finish Task
Update Task in Freelo
Delete Task
List Subtask
Create Subtask
Create Comment
List Comments
Create Work Report
List Work Reports
List Issued Invoices
Get a Issued Invoice Details
Mark Invoice as Invoiced
Invite Users to Projects
List Users
List Files
List Notifications
List Events
List States
List Custom Fields Types
List Custom Filters
Move Task to Task List
Add Labels to Task
Remove Label From Task
Create Project in Freelo when New Record Created in SugarCRM
Use this flowList Invited Projects from Freelo when New Record Created in SugarCRM
Use this flowArchive Project in Freelo when New Record Created in SugarCRM
Use this flowActivate Project in Freelo when New Record Created in SugarCRM
Use this flowDelete Project from Freelo when New Record Created in SugarCRM
Use this flowList Archived Projects from Freelo when New Record Created in SugarCRM
Use this flowList Projects from Freelo when New Record Created in SugarCRM
Use this flowCreate Tasklist in Freelo when New Record Created in SugarCRM
Use this flowList Tasklists from Freelo when New Record Created in SugarCRM
Use this flowCreate Task in Freelo when New Record Created in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Freelo.
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 Task Created
Triggered when a new task is created in a project.
Project Created
Triggered when a project is created.
Work Report Updated
Runs when work report is updated
Comment Updated
Runs when comment 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.
Learn More About Automation
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What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
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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 Freelo
Freelo is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it an ideal solution for businesses and teams looking to improve their project execution and collaboration efforts.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Freelo 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 Freelo 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 Freelo. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Freelo, and a separate workflow where Freelo 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 Freelo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Freelo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
