Connect SugarCRM and Office 365
Integrate SugarCRM with Office 365 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Office 365 when New Record Created in SugarCRM
Create Draft Email in Office-365 when New Record Created in SugarCRM
Create Event in Office-365 when New Record Created in SugarCRM
Delete Event in Office-365 when New Record Created in SugarCRM
Update Contact in Office-365 when New Record Created in SugarCRM
Popular SugarCRM + Office 365 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
Office 365
Automatically do this!
Create Contact
Create Draft Email
Create Event
Delete Event
Update Contact
Create Contact in Office 365 when New Record Created in SugarCRM
Use this flowCreate Draft Email in Office-365 when New Record Created in SugarCRM
Use this flowCreate Event in Office-365 when New Record Created in SugarCRM
Use this flowDelete Event in Office-365 when New Record Created in SugarCRM
Use this flowUpdate Contact in Office-365 when New Record Created in SugarCRM
Use this flowCreate Contact in Office 365 when Record Updated in SugarCRM
Use this flowCreate Draft Email in Office-365 when Record Updated in SugarCRM
Use this flowCreate Event in Office-365 when Record Updated in SugarCRM
Use this flowDelete Event in Office-365 when Record Updated in SugarCRM
Use this flowUpdate Contact in Office-365 when Record Updated in SugarCRM
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Office 365.
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 Contact
Triggers when new contact 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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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 to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate SugarCRM and Office 365 workflows.
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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 Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Office 365 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 Office 365 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 Office 365. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Office 365, and a separate workflow where Office 365 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 Office 365. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Office 365 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
