Connect Flutterwave and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Transfer
New Subscription
Subscription Cancelled
New Transactions
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 a 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
Ready to use Flutterwave and Sangam CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transfer
Triggers when a new transfer is added.
New Subscription
Triggers when a new subscription is created in Flutterwave.
Subscription Cancelled
Triggers when a subscription is cancelled in Flutterwave.
New Transactions
Triggers when a new transaction is added.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
Do thisActions
Action is the task that follows automatically within your Flutterwave integrations.
Create Transfer
Initiate a money transfer to a beneficiary's bank account via Flutterwave and queue it for processing.
Create Recurring Payment Plan
Create a recurring plan that charges customers a fixed amount on a schedule, with an optional end date.
Find Transfer
Retrieve a Flutterwave transfer's details using a transfer ID or reference. Returns the transfer record or a clear 'not found' message.
Find Transaction
Find a Flutterwave transaction by transaction ID or reference and return its details. If no transaction is found, returns a clear message.
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
Adds a new opportunity Sangam CRM.
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Step by step guides to integrate Flutterwave and Sangam CRM
Frequently Asked Questions
To start, connect both your Flutterwave and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Flutterwave triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Flutterwave 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 Flutterwave 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 Flutterwave 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 Flutterwave
Flutterwave is a payment gateway that allows businesses, developers, individual, and organisations to collect one-time and recurring payments, disburse payments, perform customer KYC and sell bill services.
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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