Connect CheckFlow and Sangam CRM
Integrate CheckFlow with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Opportunity in Sangam CRM when Task Is Completed in CheckFlow
Fetch Module Fields from Sangam CRM when Task Is Completed in CheckFlow
Create Company in Sangam CRM when Task Is Completed in CheckFlow
Create Campaign in Sangam CRM when Task Is Completed in CheckFlow
Create Or Update Linked Record in Sangam CRM when Task Is Completed in CheckFlow
Popular CheckFlow + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CheckFlow
When this happens...
Task Is Completed
File Uploaded
Checklist Is 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
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 Checklist
Find Checklists
Update Checklist
Create Opportunity in Sangam CRM when Task Is Completed in CheckFlow
Use this flowFetch Module Fields from Sangam CRM when Task Is Completed in CheckFlow
Use this flowCreate Company in Sangam CRM when Task Is Completed in CheckFlow
Use this flowCreate Campaign in Sangam CRM when Task Is Completed in CheckFlow
Use this flowCreate Or Update Linked Record in Sangam CRM when Task Is Completed in CheckFlow
Use this flowUpdate an Account in Sangam CRM when Task Is Completed in CheckFlow
Use this flowSearch an User in Sangam-crm when Task Is Completed in CheckFlow
Use this flowGet Lead related contact module data in Sangam-crm when Task Is Completed in CheckFlow
Use this flowGet Partner Registration related module data from Sangam CRM when Task Is Completed in CheckFlow
Use this flowAdd Event Member to Sangam CRM when Task Is Completed in CheckFlow
Use this flowSupported Triggers & Actions
Everything you can automate between CheckFlow and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Is Completed
Runs when task is completed
File Uploaded
Triggers when a new file is uploaded within a task.
Checklist Is Created
Runs when checklist is 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
Do thisActions
Action is the task that follows automatically within your CheckFlow integrations.
Create Checklist
Create checklist from template
Share Checklist
Create shareable checklist URL
Find Checklists
Get checklists; create if none
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
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 CheckFlow and Sangam CRM workflows.
Learn how to automate CheckFlow and Sangam CRM workflows.
Learn how to automate CheckFlow and Sangam CRM workflows.
Learn how to automate CheckFlow and Sangam CRM workflows.
Learn how to automate CheckFlow and Sangam CRM workflows.
Learn how to automate CheckFlow and Sangam CRM workflows.
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About CheckFlow
Checkflow is a powerful tool designed to streamline and automate your workflow processes. It helps teams manage tasks, track progress, and ensure that all steps in a process are completed efficiently. With Checkflow, you can create custom workflows, assign tasks, and monitor the status of each project in real-time, making it an essential tool for enhancing productivity and collaboration.
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 CheckFlow 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 CheckFlow 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 CheckFlow triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in CheckFlow. 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 CheckFlow and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CheckFlow 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.
