Connect Featurebase and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Post
New Post Appears
New Comment Appears
Ticket Is Created
Conversation Arrives
New Contact Added
Choose an Action
Automatically do this!
Create a new Lead
Create Opportunity
Fetch all available fields in a specific module
Create Contact
Create Ticket
Create Company
Create Campaign
Update a lead
Create Or Update Linked Record
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
Add Event Member
Update a Ticket
Search Leads
List Module Records
Ready to use Featurebase and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Post
Triggers when a new post is created on your feedback board.
New Post Appears
Runs when new post appears
New Comment Appears
Runs when new comment appears
Ticket Is Created
Runs when Ticket Is Created
Conversation Arrives
Runs when conversation arrives
New Contact Added
Runs when new contact added
Do thisActions
Action is the task that follows automatically within your Featurebase integrations.
Create Feedback Post
Create a feedback post
Update Feedback Status
Set a feedback post status
Add Voter to Post
Add a voter to a post
List Feedback Posts
View all feedback posts
Get Feedback Statuses
See all feedback statuses
List Admins
View all account admins
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Step by step guides to integrate Featurebase and Sangam CRM
Frequently Asked Questions
To start, connect both your Featurebase and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Featurebase triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Featurebase 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 Featurebase 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 Featurebase 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 Featurebase
Featurebase is a feedback management tool that helps you prioritize user feedback and make correct product decisions.
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
