Connect SugarCRM and Toodledo to Build Intelligent Automations
Choose a Trigger
When this happens...
New Record Created
Record Updated
Choose an Action
Automatically do this!
List Tasks
Create Outline
Create Task
Delete Tasks by IDs
Create Note
Create Folder
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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 Note
Triggers when new note is Created.
New Task Created
Runs when a new task is created in Toodledo.
New Task Created in Context
Runs when a new task is created in the specified context.
New Task Created In Folder
Runs when a new task is created in the specified folder.
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.
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Frequently Asked Questions
To start, connect both your SugarCRM and Toodledo accounts to viaSocket. Once connected, you can set up a workflow where an event in SugarCRM triggers actions in Toodledo (or vice versa).
Absolutely. You can customize how SugarCRM data is recorded in Toodledo. This includes choosing which data fields go into which fields of Toodledo, setting up custom formats, and filtering out unwanted information.
The data sync between SugarCRM and Toodledo 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 Toodledo. 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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