Connect CompanyCam and Sangam CRM
Integrate CompanyCam with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Lead Created in Sangam CRM
Create Checklist From Template in CompanyCam when New Lead Created in Sangam CRM
Add Project to CompanyCam when New Lead Created in Sangam CRM
Add Project Label in Companycam when New Lead Created in Sangam CRM
Update Project Notepad in CompanyCam when New Lead Created in Sangam CRM
Popular CompanyCam + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
CompanyCam
When this happens...
New Document
New Photo
New Project
Todo / Checklist Completed
Photo Tagged
Comment Created
Photo Updated
Project Updated
Label Added In Project
Contact Added To Project
Contact Updated To Project
Merged Project
Archived Project
Project Deleted
Comment All
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
Add Photo in Companycam when New Lead Created in Sangam CRM
Use this flowCreate Checklist From Template in CompanyCam when New Lead Created in Sangam CRM
Use this flowAdd Project to CompanyCam when New Lead Created in Sangam CRM
Use this flowAdd Project Label in Companycam when New Lead Created in Sangam CRM
Use this flowUpdate Project Notepad in CompanyCam when New Lead Created in Sangam CRM
Use this flowFind or Create Project in Companycam when New Lead Created in Sangam CRM
Use this flowCreate Tag in CompanyCam when New Lead Created in Sangam CRM
Use this flowCreate User in Companycam when New Lead Created in Sangam CRM
Use this flowCreate Group in CompanyCam when New Lead Created in Sangam CRM
Use this flowAdd Photo in Companycam when New Contact Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between CompanyCam and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a document is added to a project.
New Photo
Triggers when a new photo is added to a company project.
New Project
Triggers when you add a new project.
Todo / Checklist Completed
Triggers when a checklist is completed.
Photo Tagged
Triggers when a photo is tagged
Comment Created
Triggers when a new comment is created.
Do thisActions
Action is the task that follows automatically within your CompanyCam integrations.
Add Photo
Adds a new photo to an existing project
Create Checklist From Template
Creates a new checklist on a project from a template
Add Project
Creates a new project in your account
Add Project Label
Adds an existing Project Label or creates a new one if it does not exist.
Update Project Notepad
Updates the Project Notepad.
Find or Create Project
Find a project by name or address . Optionally creates a new project if none is found.
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 CompanyCam and Sangam CRM workflows.
Learn how to automate CompanyCam and Sangam CRM workflows.
Learn how to automate CompanyCam and Sangam CRM workflows.
Learn how to automate CompanyCam and Sangam CRM workflows.
Learn how to automate CompanyCam and Sangam CRM workflows.
Learn how to automate CompanyCam and Sangam CRM workflows.
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About CompanyCam
CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
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 CompanyCam 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 CompanyCam 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 CompanyCam triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in CompanyCam. 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 CompanyCam and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CompanyCam 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.
