Connect Crisp and Sangam CRM
Integrate Crisp with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Note Message via Crisp when New Lead Created in Sangam CRM
Create Conversation in Crisp when New Lead Created in Sangam CRM
Change Conversation State in Crisp when New Lead Created in Sangam CRM
Search for a Profile in Crisp when New Lead Created in Sangam CRM
Add Segments to Conversation in Crisp when New Lead Created in Sangam CRM
Popular Crisp + Sangam CRM flows
Start from a real workflow other teams are already running.
Send Note Message via Crisp when New Lead Created in Sangam CRM
Use this flowCreate Conversation in Crisp when New Lead Created in Sangam CRM
Use this flowChange Conversation State in Crisp when New Lead Created in Sangam CRM
Use this flowSearch for a Profile in Crisp when New Lead Created in Sangam CRM
Use this flowAdd Segments to Conversation in Crisp when New Lead Created in Sangam CRM
Use this flowSend Text Message through Crisp when New Lead Created in Sangam CRM
Use this flowSearch for Conversation in Crisp when New Lead Created in Sangam CRM
Use this flowSend Note Message via Crisp when New Contact Created in Sangam CRM
Use this flowCreate Conversation in Crisp when New Contact Created in Sangam CRM
Use this flowChange Conversation State in Crisp when New Contact Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Crisp and Sangam CRM.
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 Crisp integrations.
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
Change Conversation State
Update the state of a conversation.
Search for a Profile
Search Crisp people profile using an email address.
Add Segments to Conversation
Add segments to a conversation.
Send Text Message
Send a text message to a user.
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.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Crisp and Sangam CRM workflows.
Learn how to automate Crisp and Sangam CRM workflows.
Learn how to automate Crisp and Sangam CRM workflows.
Learn how to automate Crisp and Sangam CRM workflows.
Learn how to automate Crisp and Sangam CRM workflows.
Learn how to automate Crisp and Sangam CRM workflows.
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About Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn more
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 Crisp 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 Crisp 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 Crisp triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Crisp. 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 Crisp and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Crisp 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.
