Create integrations between ClickUp and Sangam CRM
Create a lead in Sangam-crm when New Folder in Clickup
Create an opportunity in Sangam-crm when New Folder in Clickup
Fetch all available fields in a specific module in Sangam-crm when New Folder in Clickup
Create a Contact in Sangam-crm when New Folder in Clickup
Create a Ticket in Sangam-crm when New Folder in Clickup
Create a Company in Sangam-crm when New Folder in Clickup
Create a Campaign in Sangam-crm when New Folder in Clickup
Update a lead in Sangam-crm when New Folder in Clickup
Create a lead in Sangam-crm when New List in Clickup
Create an opportunity in Sangam-crm when New List in Clickup
Automate anything with sangam-crm & clickup Integrations!
When this happens
Triggers
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
New Campaign
Trigger when new campaign is created
New Quotation
Trigger when new quotation is created
New Call
Trigger when new call is created
New Contract
Trigger when new contract is created
New Product
Trigger when new product is created
New Holiday
Trigger when new holiday is created
New Reports
Trigger when new reports is created
New Attachment
Trigger when new attchment is created
New Template
Trigger when new template is created
New Folder
Triggers when a new folder is created.
New List
Triggers when a new list is created.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a task is updated.
Do this
Actions
Create a lead
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
Create a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
Create a Campaign
Creates a new campaign in sangam CRM
Update a lead
Update lead using name, email or mobile number or provide email id
Get all Tasks
Get a list of all tasks
Get all Folders
Get a list of all folders
Create a Task or subtask
Create a new task in a list
Create a Space
Create a new space
Create a List
Create a new list in a folder
Create a Folder
Create a new folder in a space
Update a Task
Update a task by its id
New Checklist
Add a checklist to a task
Find Tasks by Custom Fields
Get an existing task by searching custom fields
Find a Task by Task ID
Get an existing task details by task ID
Find a User by Name or Email
Get an existing user details by name or email
Add a Comment to a Task
Add a comment to an existing task
Create Task Attachment
Adds an attachment to a specific task.
Add Time Tracked
Add time tracked to a task.
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About ClickUp
Plan, track, and manage any type of work with project management that flexes to your team's needs.
About 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.
Integrations run at
