Connect SugarCRM and Smartsheet
Integrate SugarCRM with Smartsheet to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Record In Any Module in any module of SugarCRM when New Row in Smartsheet
Update Record In Any Module in SugarCRM when New Row in Smartsheet
Find or Create Record In Any Module in SugarCRM when New Row in Smartsheet
Create Lead in SugarCRM when New Row in Smartsheet
Update Lead in SugarCRM when New Row in Smartsheet
Popular SugarCRM + Smartsheet 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
Smartsheet
Automatically do this!
Add Attachment to Row
Copy Row
Move Row
Add Discussion to Row
Create Workspace
Send Row
Send Sheet
Find sheet Row
Create Record In Any Module in any module of SugarCRM when New Row in Smartsheet
Use this flowUpdate Record In Any Module in SugarCRM when New Row in Smartsheet
Use this flowFind or Create Record In Any Module in SugarCRM when New Row in Smartsheet
Use this flowCreate Lead in SugarCRM when New Row in Smartsheet
Use this flowUpdate Lead in SugarCRM when New Row in Smartsheet
Use this flowDelete Lead in SugarCRM when New Row in Smartsheet
Use this flowGet Leads from SugarCRM when New Row in Smartsheet
Use this flowCreate Account in SugarCRM when New Row in Smartsheet
Use this flowUpdate Account in SugarCRM when New Row in Smartsheet
Use this flowDelete Account in SugarCRM when New Row in Smartsheet
Use this flowSupported Triggers & Actions
Everything you can automate between SugarCRM and Smartsheet.
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 Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
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.
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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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SugarCRM and Smartsheet 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 Smartsheet 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 Smartsheet. No coding required.
Yes. You can set up a workflow where SugarCRM triggers actions in Smartsheet, and a separate workflow where Smartsheet 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 Smartsheet. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SugarCRM and Smartsheet integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
