Connect SugarCRM and Parallel
Integrate SugarCRM with Parallel to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find or Create Record In Any Module in SugarCRM when New Parallel in Parallel
Create Lead in SugarCRM when New Parallel in Parallel
Update Lead in SugarCRM when New Parallel in Parallel
Delete Account in SugarCRM when New Parallel in Parallel
Update Record In Any Module in SugarCRM when Petition Complete in Parallel
Popular SugarCRM + Parallel 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
Parallel
Automatically do this!
Comment on a Parallel
Tag a Parallel
Create Parallel
Rename Parallel
Find Parallel
Delete Parallel
Rename Template
Close Parallel
Reopen Parallel
Get a Parallel
Get a Template
Get a Contact
Untag a Parallel
Associate a Profile
Disassociate a Profile
Find or Create Record In Any Module in SugarCRM when New Parallel in Parallel
Use this flowCreate Lead in SugarCRM when New Parallel in Parallel
Use this flowUpdate Lead in SugarCRM when New Parallel in Parallel
Use this flowDelete Account in SugarCRM when New Parallel in Parallel
Use this flowUpdate Record In Any Module in SugarCRM when Petition Complete in Parallel
Use this flowFind or Create Record In Any Module in SugarCRM when Petition Complete in Parallel
Use this flowCreate Lead in SugarCRM when Petition Complete in Parallel
Use this flowDelete Lead in SugarCRM when Petition Complete in Parallel
Use this flowGet Leads from SugarCRM when Petition Complete in Parallel
Use this flowCreate Account in SugarCRM when Petition Complete in Parallel
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Parallel.
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 Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
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 Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Parallel 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 Parallel 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 Parallel. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Parallel, and a separate workflow where Parallel 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 Parallel. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Parallel integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
