Connect Edusign and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Student
New Professor
New Group
New Course
New Admin
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 Edusign and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Student
Trigger when a new student is created.
New Professor
Triggers when you want to get all professors from the API.
New Group
Triggers when a new group is created.
New Course
Triggers when a user needs to get all courses from the API.
New Admin
Triggers when you want to get all Admins in your school from the API.
New Lead Created
Runs when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Edusign integrations.
Create classroom
Create a new classroom.
Create a course
Create a new course.
Create Group
Creates a Group
Create Professor
Creates a Professor
Create Student
Creates a Student
Update Student
Updates a Student.
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Step by step guides to integrate Edusign and Sangam CRM
Frequently Asked Questions
To start, connect both your Edusign and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Edusign triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Edusign 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 Edusign 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 Edusign 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 Edusign
Digital attendance sheets. Sign online and generate certified documents in seconds.
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.
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