Automate anything with sangam-crm & activecampaign Integrations!

When this happens

Triggers

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New Lead

Trigger when new lead is created

sangam-crm
New Contact

Trigger when new contact is created

sangam-crm
New Opportunity

Triggerv when new opportunity is created

sangam-crm
New Ticket

Trigger when new tickey=t is created

sangam-crm
New Account

Trigger when new account is created

sangam-crm
New Task

Trigger when new task is created

sangam-crm
New Campaign

Trigger when new campaign is created

sangam-crm
New Quotation

Trigger when new quotation is created

sangam-crm
New Call

Trigger when new call is created

sangam-crm
New Contract

Trigger when new contract is created

sangam-crm
New Product

Trigger when new product is created

sangam-crm
New Holiday

Trigger when new holiday is created

sangam-crm
New Reports

Trigger when new reports is created

sangam-crm
New Attachment

Trigger when new attchment is created

sangam-crm
New Template

Trigger when new template is created

activecampaign
Updated Contact

Triggers when an existing contact details are updated.

activecampaign
New Deal Task

Triggers when a new deal task is added.

activecampaign
New Deal Note

Triggers when a new deal note is created.

activecampaign
New Contact Added to List

Triggers when a new contact is added to the list.

activecampaign
New Campaign Open

Triggers when a contact opens a campaign(will trigger once per contact per campaign).

activecampaign
New Campaign Starts Sending

Triggers when a new campaign starts sending.

activecampaign
New or Updated Contact

Triggers when a new contact is added or existing contact details are updated.

activecampaign
New Contact Note

Triggers when a new contact note is added.

activecampaign
New or Updated Account

Triggers when a new deal is created or existing deal is updated.

Do this

Actions

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Create a lead

Creates a new lead in Sangam CRM.

sangam-crm
Create an opportunity

Adds a new opportunity Sangam CRM.

sangam-crm
Fetch all available fields in a specific module

Fetch all fields available in specific module

sangam-crm
Create a Contact

Creates a new contact in Sangam CRM.

sangam-crm
Create a Ticket

Creates a new ticket in sangam CRM.

sangam-crm
Create a Company

Creates a new comppany in sangam CRM.

sangam-crm
Create a Campaign

Creates a new campaign in sangam CRM

sangam-crm
Update a lead

Update lead using name, email or mobile number or provide email id

activecampaign
Find a User

Find an existing user by its email ID.

activecampaign
Find a Deal Task

Find an existing deal task by its ID.

activecampaign
Find a Deal

Find an existing deal by its ID.

activecampaign
Find a Contact

Retrieve an existing contact.

activecampaign
Create a new Contact

Creates a new contact.

activecampaign
Create an Account

Create a new account.

activecampaign
Create a Deal

Creates a new deal.

activecampaign
Update a Deal

Updates an existing deal.

activecampaign
Update a Contact

Updates an existing contact.

activecampaign
Create a Deal Note

Create a new note for a deal.

activecampaign
Create a List

Creates a new list.

activecampaign
Delete a List

Remove an existing list.

activecampaign
Delete a Deal

Remove an existing deal.

activecampaign
Delete an Account

Remove an existing account.

activecampaign
Delete a Contact

Remove an existing contact.

activecampaign
Find all Campaigns

Find all existing Campaigns.

activecampaign
Find a Campaign

Find an existing campaign.

activecampaign
Add Tag to a Contact

Add a new tag from contact.

activecampaign
Find a Account

Get an existing account details by name

activecampaign
Add Secondary Contact to Deal

With a deal ID and a contact ID set the corresponding contact as a secondary on the deal. Optionally set the role. If the Deal has no Primary contact set, this contact will be set as Primary if you DO NOT select a role.

activecampaign
Remove a tag from a contact

Remove an exisitng tag from a contact.

activecampaign
Update an Account

Update an existing account.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

Learn More
How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

Learn More
Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

Learn More
What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

ActiveCampaign
About ActiveCampaign

ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.

Sangam CRM
About Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

Integrations run at

viasocket