Connect CallRail and Sangam CRM
Integrate CallRail with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when Inbound Call Arrives in CallRail
Create Opportunity in Sangam CRM when Inbound Call Arrives in CallRail
Fetch Module Fields from Sangam CRM when Inbound Call Arrives in CallRail
Create Contact in Sangam CRM when Inbound Call Arrives in CallRail
Create Ticket in Sangam CRM when Inbound Call Arrives in CallRail
Popular CallRail + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CallRail
When this happens...
Inbound Call Arrives
Text Message Sent
Outbound Call Ends
Call Routing Completes
Call Modified
Text Message Received
New Form Submission
Outbound Call Modified
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
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
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Create a new Lead in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Opportunity in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowFetch Module Fields from Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Contact in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Ticket in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Company in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Campaign in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate or Update Lead in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowCreate Or Update Linked Record in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowUpdate an Account in Sangam CRM when Inbound Call Arrives in CallRail
Use this flowSupported Triggers & Actions
Everything you can automate between CallRail and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Inbound Call Arrives
Runs when inbound call arrives
Text Message Sent
Runs when text message is sent
Outbound Call Ends
Runs when outbound call ends.
Call Routing Completes
Runs when Call Routing Completes
Call Modified
Runs when call is modified
Text Message Received
Runs when text message is received.
Do thisActions
Action is the task that follows automatically within your CallRail integrations.
Send Text Message
Sends a text message to a customer's phone number.
Create Outbound Call
Make an outbound call from your business number to a customer.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
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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AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate CallRail and Sangam CRM workflows.
Learn how to automate CallRail and Sangam CRM workflows.
Learn how to automate CallRail and Sangam CRM workflows.
Learn how to automate CallRail and Sangam CRM workflows.
Learn how to automate CallRail and Sangam CRM workflows.
Learn how to automate CallRail and Sangam CRM workflows.
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About CallRail
CallRail is a powerful call tracking and analytics platform designed to help businesses optimize their marketing efforts by providing detailed insights into phone call interactions. It enables users to track, record, and analyze calls to improve customer engagement and enhance marketing strategies.
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 CallRail 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 CallRail 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 CallRail triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in CallRail. 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 CallRail and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallRail 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.
