Integrate Sangam CRM with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get User Information from Jotform when Opportunity Created in Sangam CRM
List Form Questions from Jotform when New Call Created in Sangam CRM
List Forms from Jotform when New Template Created in Sangam CRM
Get User Information from Jotform when New Report Is Created in Sangam CRM
List Form Questions from Jotform when Attachment Updated in Sangam CRM
Start from a real workflow other teams are already running.
Sangam CRM
When this happens...
New Lead Created
New Contact Created
Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Is Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Report Is Created
New Attachment Is Created
New Template Created
New Lead Updated
Contact Updated
Opportunity Updates
Existing Contract Updated
Ticket Is Updated
Account Is Updated
Task Is Updated
Campaign Updated
Quotation Updated
Call Is Updated
Existing Product Is Updated
Holiday Is Updated
Report Is Updated
Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Lead Created Or Updated
New or Updated Record
When a new checklist is created
When a new WhatsApp record is created
Jotform
Automatically do this!
Get Submission Data
Get User Information
Get Form Submissions
Create Form
List Forms
Create Submission
List Form Questions
Add Question
Get User Information from Jotform when Opportunity Created in Sangam CRM
Use this flowList Form Questions from Jotform when New Call Created in Sangam CRM
Use this flowList Forms from Jotform when New Template Created in Sangam CRM
Use this flowGet User Information from Jotform when New Report Is Created in Sangam CRM
Use this flowList Form Questions from Jotform when Attachment Updated in Sangam CRM
Use this flowList Forms from Jotform when New Contract Created in Sangam CRM
Use this flowList Forms from Jotform when New Report Is Created in Sangam CRM
Use this flowList Forms from Jotform when New Ticket Created in Sangam CRM
Use this flowGet Form Submissions from Jotform when New Task Created in Sangam CRM
Use this flowGet Form Submissions from Jotform when New Account Created in Sangam CRM
Use this flowEverything you can automate between Sangam CRM and Jotform.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new lead is created.
Trigger when new contact is created
Runs when opportunity created
Runs when new ticket is created
Runs when new account is created
Runs when new task is created
Action is the task that follows automatically within your Sangam CRM integrations.
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create a new sales opportunity, set custom fields and next follow-up date.
Get all fields for a module
Creates a new contact in CRM
Create a new ticket
Create a new company record

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Sangam CRM and Jotform workflows.

Learn how to automate Sangam CRM and Jotform workflows.

Learn how to automate Sangam CRM and Jotform workflows.

Learn how to automate Sangam CRM and Jotform workflows.

Learn how to automate Sangam CRM and Jotform workflows.

Learn how to automate Sangam CRM and Jotform workflows.

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Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn moreJotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn moreSign up for a free viaSocket account, then authorize both your Sangam CRM and Jotform 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 Sangam CRM and Jotform 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 Jotform. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in Jotform, and a separate workflow where Jotform triggers actions in Sangam CRM. 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 Sangam CRM and Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.