Create integrations between Agendor and Sangam CRM
Create a lead in Sangam-crm when New Task in Agendor
Create an opportunity in Sangam-crm when New Task in Agendor
Fetch all available fields in a specific module in Sangam-crm when New Task in Agendor
Create a Contact in Sangam-crm when New Task in Agendor
Create a Ticket in Sangam-crm when New Task in Agendor
Create a Company in Sangam-crm when New Task in Agendor
Create a Campaign in Sangam-crm when New Task in Agendor
Update a lead in Sangam-crm when New Task in Agendor
Insert or Update Data With Linking Module in Sangam-crm when New Task in Agendor
List all enabled module in Sangam CRM when New Task in Agendor
Actions and Triggers
When this happensTriggers
New Task
Check if a new task in created.
Deal Won
Check whether the deal status has been updated to **Won**.
Update Deal
Check if a deal has been updated.
Update Organization
Check if an organization has been updated.
Update Person
Check if a person has been updated.
New Deal
Check if a new deal has been created.
Do thisActions
List all existing Deals
Get details of all existing users.
List all Tasks
Get details of all tasks.
Create Task for a Deal
Create a new task related to a deal
Create Task for an Organization
Create a new task related to an organization
Create Task for a Person
Create a new task related to a person.
Update a Deal
Update a deal by its id
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Frequently Asked Questions
About Agendor
Customer relationship management platform where user can manage organizations, people, task and deals.
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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.
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