Connect Detectify and Sangam CRM to Build Intelligent Automations

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Detectify

When this happens...

Choose an Action

Sangam CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Asset

New Asset

Trigger when a new Asset is Created.

New Group

New Group

Trigger when a new Group is created.

New Lead Created

New Lead Created

Trigger when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

New Ticket Created

Trigger when new tickey=t is created

Do thisActions

Action is the task that follows automatically within your Detectify integrations.

Add Asset

Add Asset

Add new asset for the team.

Delete Asset

Delete Asset

Delete an Existing Asset.

Create Group

Create Group

Create a new group in Detectify with a required name and optional description.

Create a new Lead

Create a new Lead

Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

Create an opportunity

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

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Step by step guides to integrate Detectify and Sangam CRM

Frequently Asked Questions

How do I start an integration between Detectify and Sangam CRM?

To start, connect both your Detectify and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Detectify triggers actions in Sangam CRM (or vice versa).

Can we customize how data from Detectify is recorded in Sangam CRM?

Absolutely. You can customize how Detectify data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Detectify and Sangam CRM?

The data sync between Detectify and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Detectify to Sangam CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Detectify and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between Detectify and Sangam CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Detectify

About Detectify

Detectify is a powerful web security service that helps you identify and manage vulnerabilities in your web applications. It offers automated security scanning and continuous monitoring to ensure your web assets are protected against potential threats.

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Sangam CRM

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.

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