
When this happens...
New Thing

Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create a Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new thing is created in your Bubble app.
Trigger when new lead is created
Trigger when new contact is created
Triggerv when new opportunity is created
Trigger when new tickey=t is created
Trigger when new account is created
Action is the task that follows automatically within your Bubble integrations.
Creates a new thing in your Bubble app.
Find all Things
Retrieve Record by ID
Make Changes to a Thing by Id
Delete a Thing
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Bubble and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Bubble triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Bubble data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Bubble and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Bubble and Sangam CRM. 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.
Bubble is a powerful visual programming platform that allows users to build web applications without needing to write code. It provides a comprehensive set of tools to design, develop, and launch fully functional web apps, making it accessible for both technical and non-technical users. With Bubble, you can create anything from simple prototypes to complex platforms, all through an intuitive drag-and-drop interface.
Learn MoreSangam 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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