Connect Flexmail and Sangam CRM to Build Intelligent Automations

Choose a Trigger

Flexmail

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 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

New Account Created

New Account Created

Trigger when new account is created

New Task Created

New Task Created

Trigger when new task is created

Do thisActions

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

Create Contact

Create Contact

Create a contact

Update Contact

Update Contact

Update a contact using contact id

Subscribe Contact to Interest

Subscribe Contact to Interest

Subscribe a contact to a selected interest.

Find Contact

Find Contact

Finds a contact based on email.

Unsubscribe a Contact

Unsubscribe a Contact

Unsubscribe a contact from your communication. If a contact is unsubscribed, it can only resubscribe via an opt-in.

Unsubscribe Contact From Interest

Unsubscribe Contact From Interest

Unsubscribe a contact from an interest.

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Step by step guides to integrate Flexmail and Sangam CRM

Frequently Asked Questions

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

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

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

Absolutely. You can customize how Flexmail 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 Flexmail and Sangam CRM?

The data sync between Flexmail 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 Flexmail 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 Flexmail and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between Flexmail 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.

Flexmail

About Flexmail

Use Flexmail to keep in touch with subscribers, leads and customers through email marketing. Send better emails through data, powerful targeting and automation.

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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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