Connect Habitify and Sangam CRM
Integrate Habitify with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Module Fields from Sangam CRM when New Habit in Habitify
Create Company in Sangam CRM when New Habit in Habitify
Create Campaign in Sangam CRM when New Habit in Habitify
Get Lead related contact module data in Sangam-crm when New Habit in Habitify
Add Event Member to Sangam CRM when New Habit in Habitify
Popular Habitify + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Habitify
When this happens...
New Habit
New Areas
New Logs
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
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 Checklist
Find Checklists
Update Checklist
Fetch Module Fields from Sangam CRM when New Habit in Habitify
Use this flowCreate Company in Sangam CRM when New Habit in Habitify
Use this flowCreate Campaign in Sangam CRM when New Habit in Habitify
Use this flowGet Lead related contact module data in Sangam-crm when New Habit in Habitify
Use this flowAdd Event Member to Sangam CRM when New Habit in Habitify
Use this flowUpdate Ticket in Sangam CRM when New Habit in Habitify
Use this flowSearch Leads in Sangam CRM when New Habit in Habitify
Use this flowList Module Records from Sangam CRM when New Habit in Habitify
Use this flowList Leads from Sangam CRM when New Habit in Habitify
Use this flowCreate Checklist in Sangam CRM when New Habit in Habitify
Use this flowSupported Triggers & Actions
Everything you can automate between Habitify and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Habit
Triggers when new habit is created.
New Areas
Triggers when new area is created.
New Logs
Triggers when new logs is created.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
Do thisActions
Action is the task that follows automatically within your Habitify integrations.
Update Habit Status
Update a habit’s status (Completed, Skipped, or None). If the habit has a goal, use Add Log to record progress instead of marking it Completed.
Add Note
Adds a text note, an image note, or both to a habit in Habitify, optionally at a specific date and time.
Add Log
Add a new record to a habit with the amount and date.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Habitify and Sangam CRM workflows.
Learn how to automate Habitify and Sangam CRM workflows.
Learn how to automate Habitify and Sangam CRM workflows.
Learn how to automate Habitify and Sangam CRM workflows.
Learn how to automate Habitify and Sangam CRM workflows.
Learn how to automate Habitify and Sangam CRM workflows.
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About Habitify
Habitify is a habit tracker app designed to help users build and maintain good habits, stay organized, and achieve their personal goals. It provides tools for tracking daily habits, setting reminders, and analyzing progress over time.
Learn moreAbout 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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Habitify 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 Habitify 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 Habitify triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Habitify. 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 Habitify and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Habitify 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.
