Connect Height and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task
Task Updated
Task Deleted
New Activity
Activity Updated
Activity Deleted
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 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
Create Event Member
Update a Ticket
Ready to use Height and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created.
Task Updated
Triggers when a new task is updated.
Task Deleted
Triggers when task is deleted.
New Activity
Triggers when a new activity is created.
Activity Updated
Triggers when a activity is updated.
Activity Deleted
Triggers when a activity is deleted.
Do thisActions
Action is the task that follows automatically within your Height integrations.
Get Task
Get a task detail by Id.
Create Task
Creates a task in your workspace.
Search Tasks
Search tasks through with a text query.
Create Message
Creates a message associated with a task.
Create List
Creates a list.
List all Lists
Retrieves the details of all lists
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Step by step guides to integrate Height and Sangam CRM
Frequently Asked Questions
To start, connect both your Height and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Height triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Height 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 Height 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 Height 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 Height
Height is a versatile project management tool designed to streamline team collaboration and task management. It offers features such as task tracking, real-time collaboration, and customizable workflows to enhance productivity and efficiency in project execution.
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.
Learn More
