Connect SugarCRM and Google Sheets to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add New Row To Sheet
Lookup Spreadsheet Rows
Copy Subsheet
Add Multiple Rows
Create a SubSheet
Create Sheet Column
Get spreadsheet data from specific sheets/ranges
Create a Spreadsheet
Find Subsheet
Get Row Details
List Subsheet
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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 or Updated Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
New Worksheet
Triggers when a new worksheet is created within the selected Spreadsheet.
Do thisActions
Action is the task that follows automatically within your SugarCRM integrations.
Create Record
Creates a new record in any module you specify (Leads, Contacts, Tasks, etc.).
Update Record
Updates an existing record in any module you specify (Leads, Contacts, Tasks, etc.).
Find or Create Record
Finds a record in selected module or creates a new one if none exists.
Update Spreadsheet Row
Update specific columns in a sheet row with new values.
List Sheet Rows
Retrieve rows from a specified Google Sheets tab and return each row as an object (including _rowNumber and column values). Supports optional header rows, offset/limit paging, and listing from the last row; returns the next offset when available.
Delete Row
delete row from a specified sheet.
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Step by step guides to integrate SugarCRM and Google Sheets
Frequently Asked Questions
To start, connect both your SugarCRM and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Google Sheets 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 Google Sheets. 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 Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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