Connect Chatbase and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Chatbase
Choose an Action
Automatically do this!
Create a new Lead
Create Opportunity
Fetch all available fields in a specific module
Create Contact
Create Ticket
Create Company
Create Campaign
Update a 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 a Ticket
Search Leads
List Module Records
List Leads
Ready to use Chatbase and Sangam CRM automations
Actions and Triggers
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 Chatbase integrations.
Create Chatbot
Creates a chatbot
Send Prompt
Send a prompt to your chatbot
Create Contact
Creates a contact.
List Chatbots
Get a list of chatbots.
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
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Step by step guides to integrate Chatbase and Sangam CRM
Frequently Asked Questions
To start, connect both your Chatbase and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Chatbase triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Chatbase 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 Chatbase 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 Chatbase 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.
About Chatbase
With Chatbase, you can create a custom GPT chatbot that knows your data. Upload a pdf or a link and get a chatbot that has the info on it.
Learn MoreAbout 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.
Learn More
