Integrations Highperformr Ai Sangam CRM
Highperformr Ai + Sangam CRM

Connect Highperformr Ai and Sangam CRM to Build Intelligent Automations

Choose a Trigger

Highperformr Ai

When this happens...

Choose an Action

Sangam CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Trigger when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

New Ticket Created

Trigger when new tickey=t is created

New Account Created

New Account Created

Trigger when new account is created

New Task Created

New Task Created

Trigger when new task is created

Do thisActions

Action is the task that follows automatically within your Highperformr Ai integrations.

Create Segment

Create Segment

Create a named contact segment using provided conditions and optional description to group contacts for targeting and analysis.

Delete Segment

Delete Segment

Delete a segment by its ID and return a confirmation message.

Delete Contact

Delete Contact

Removes the contact identified by the given Contact ID from Highperformr.

Create a new Lead

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

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

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Step by step guides to integrate Highperformr Ai and Sangam CRM

Frequently Asked Questions

How do I start an integration between Highperformr Ai and Sangam CRM?

To start, connect both your Highperformr Ai and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Highperformr Ai triggers actions in Sangam CRM (or vice versa).

Can we customize how data from Highperformr Ai is recorded in Sangam CRM?

Absolutely. You can customize how Highperformr Ai 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.

How often does the data sync between Highperformr Ai and Sangam CRM?

The data sync between Highperformr Ai and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Highperformr Ai to Sangam CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Highperformr Ai and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between Highperformr Ai 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.

Highperformr Ai

About Highperformr Ai

Highperformr Ai is a cutting-edge platform designed to enhance business performance through advanced AI tools. It offers solutions for optimizing workflows, improving decision-making, and driving innovation across various industries.

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Sangam CRM

About 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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