Connect Sanchay Crm and Unity to Build Intelligent Automations

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Sanchay Crm

When this happens...

Choose an Action

Unity

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Ready to use Sanchay Crm and Unity automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Unity Event Occurs

Unity Event Occurs

Runs when Unity Event Occurs

Request a new Trigger for Sanchay Crm

Do thisActions

Action is the task that follows automatically within your Sanchay Crm integrations.

Add Contact

Add Contact

Create a new contact

Create a Lead

Create a Lead

Add lead and set follow-up

Create Task

Create Task

Create a task with due date

Create Product

Create Product

Add a new product to CRM

Request a new Action for Sanchay Crm

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Frequently Asked Questions

How do I start an integration between Sanchay Crm and Unity?

To start, connect both your Sanchay Crm and Unity accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Unity (or vice versa).

Can we customize how data from Sanchay Crm is recorded in Unity?

Absolutely. You can customize how Sanchay Crm data is recorded in Unity. This includes choosing which data fields go into which fields of Unity, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sanchay Crm and Unity?

The data sync between Sanchay Crm and Unity typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sanchay Crm to Unity?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sanchay Crm and Unity?

Yes, you can set conditional logic to control the flow of data between Sanchay Crm and Unity. 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.