Connect Follow Up Boss and Sangam CRM
Integrate Follow Up Boss with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when New Deal Created in Follow Up Boss
Create Opportunity in Sangam CRM when New Deal Created in Follow Up Boss
Fetch Module Fields from Sangam CRM when New Deal Created in Follow Up Boss
Create Contact in Sangam CRM when New Deal Created in Follow Up Boss
Create Ticket in Sangam CRM when New Deal Created in Follow Up Boss
Popular Follow Up Boss + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update 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 Ticket
Search Leads
List Module Records
List Leads
Create a new Lead in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Opportunity in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowFetch Module Fields from Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Contact in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Ticket in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Company in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Campaign in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate or Update Lead in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowCreate Or Update Linked Record in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowUpdate an Account in Sangam CRM when New Deal Created in Follow Up Boss
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
New Lead Created
Runs when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
Learn how to automate Follow Up Boss and Sangam CRM workflows.
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn more
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Follow Up Boss and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Follow Up Boss. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Follow Up Boss and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
