Connect Botbiz and Sangam CRM
Integrate Botbiz with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Message via Botbiz when New Lead Created in Sangam CRM
Assign Labels To Subscriber in Botbiz when New Lead Created in Sangam CRM
Send WhatsApp Message via Botbiz when New Contact Created in Sangam CRM
Assign Labels To Subscriber in Botbiz when New Contact Created in Sangam CRM
Send WhatsApp Message via Botbiz when Opportunity Created in Sangam CRM
Popular Botbiz + Sangam CRM flows
Start from a real workflow other teams are already running.
Send WhatsApp Message via Botbiz when New Lead Created in Sangam CRM
Use this flowAssign Labels To Subscriber in Botbiz when New Lead Created in Sangam CRM
Use this flowSend WhatsApp Message via Botbiz when New Contact Created in Sangam CRM
Use this flowAssign Labels To Subscriber in Botbiz when New Contact Created in Sangam CRM
Use this flowSend WhatsApp Message via Botbiz when Opportunity Created in Sangam CRM
Use this flowAssign Labels To Subscriber in Botbiz when Opportunity Created in Sangam CRM
Use this flowSend WhatsApp Message via Botbiz when New Ticket Created in Sangam CRM
Use this flowAssign Labels To Subscriber in Botbiz when New Ticket Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Botbiz and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Botbiz integrations.
Send Template Message
Send template WhatsApp message to any mobile number.
Get Conversation
Get Conversation of particular subscriber.
Send WhatsApp Message
Send WhatsApp message to any mobile number.
Create Subscriber
Create a Subscriber/Contact.
Assign Labels To Subscriber
Assign multiple labels to Subscriber.
Get Subscriber
Get Subscriber Using subscriber Phone Number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Botbiz and Sangam CRM workflows.
Learn how to automate Botbiz and Sangam CRM workflows.
Learn how to automate Botbiz and Sangam CRM workflows.
Learn how to automate Botbiz and Sangam CRM workflows.
Learn how to automate Botbiz and Sangam CRM workflows.
Learn how to automate Botbiz and Sangam CRM workflows.
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About Botbiz
Botbiz is a platform that specializes in creating and managing chatbots for businesses. It offers tools and services to design, deploy, and optimize chatbots for various customer interaction needs, enhancing customer support and engagement.
Learn more
About Sangam CRM
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Botbiz and Sangam CRM 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 Botbiz and Sangam CRM 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 Sangam CRM. No coding required.
Yes. You can set up a workflow where Botbiz triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Botbiz. 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 Botbiz and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Botbiz and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
