Connect Doubletick and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Doubletick
Choose an Action
Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Create Event Member
Update a Ticket
Ready to use Doubletick and Sangam CRM automations
Actions and Triggers
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
New Opportunity Created
Triggerv when new opportunity is 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 Doubletick integrations.
Send WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
Send WhatsApp Media Message
Send WhatsApp Template Message
Send a pre-approved whatsapp message template to a contact
Create a new group
Create a new group by group name
Add a member to a group
Add a new member to a group
Delete a group
Delete an existing group by group ID
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Step by step guides to integrate Doubletick and Sangam CRM
Frequently Asked Questions
To start, connect both your Doubletick and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Doubletick triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Doubletick 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.
The data sync between Doubletick and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Doubletick 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.
About Doubletick
Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.
Learn MoreAbout 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.
Learn More
