Connect Gtwy and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Alert On Error
Alert On Missing Variables
Alert On Fallback
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 Gtwy and Sangam CRM automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Alert On Error
This will trigger the flow when your bridge gives error.
Alert On Missing Variables
Get alerts if variables go missing in all or specific bridge.
Alert On Fallback
This will trigger an alert when the fallback mechanism is activated due to a failure in the primary process.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
Do thisActions
Action is the task that follows automatically within your Gtwy integrations.
Talk to AI
This action will send your message to AI. Configure you bridge [https://ai.walkover.in]()
Chat with Agent
Send a message to a chosen AI agent and receive the agent's reply, cost estimate, model used, and related response details.
Create a new lead
Create a new lead in Sangam CRM using selected custom fields and an optional next follow-up date.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
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Step by step guides to integrate Gtwy and Sangam CRM
Frequently Asked Questions
To start, connect both your Gtwy and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Gtwy triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Gtwy 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 Gtwy 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 Gtwy 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 Gtwy
AI Middleware is a platform designed to facilitate seamless integration and interaction between artificial intelligence systems and other software applications. It acts as an intermediary layer that simplifies the communication and data exchange processes, enabling developers to build more efficient and scalable AI-driven solutions.
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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