Connect ChatBot and Sangam CRM
Integrate ChatBot with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular ChatBot + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ChatBot
When this happens...
User Created
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
Fetch Module Fields from Sangam CRM when User Created in Chatbot
Use this flowAdd Event Member to Sangam CRM when User Created in Chatbot
Use this flowUpdate Ticket in Sangam CRM when User Created in Chatbot
Use this flowSearch Leads in Sangam CRM when User Created in Chatbot
Use this flowList Module Records from Sangam CRM when User Created in Chatbot
Use this flowList Leads from Sangam CRM when User Created in Chatbot
Use this flowCreate Company in Sangam CRM when User Created in Chatbot
Use this flowAdd Users to Segments in ChatBot when Existing Contract Updated in Sangam CRM
Use this flowSearch Story in Chatbot when Quotation Updated in Sangam CRM
Use this flowCreate segment in Chatbot when Task Is Updated in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between ChatBot and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
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
Do thisActions
Action is the task that follows automatically within your ChatBot integrations.
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
Add Users to Segments
Adds one or more Users to one or more Segments.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate ChatBot and Sangam CRM workflows.
Learn how to automate ChatBot and Sangam CRM workflows.
Learn how to automate ChatBot and Sangam CRM workflows.
Learn how to automate ChatBot and Sangam CRM workflows.
Learn how to automate ChatBot and Sangam CRM workflows.
Learn how to automate ChatBot and Sangam CRM workflows.
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About ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
Learn moreSimilar apps
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 ChatBot 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 ChatBot 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 ChatBot triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in ChatBot. 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 ChatBot and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ChatBot 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.
