Connect mite and Sangam CRM to Build Intelligent Automations

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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 mite integrations.

Create Service

Create Service

Creates a service.

Create Customer

Create Customer

Creates a Customer.

Create project

Create project

Creates a Project.

Delete Customer

Delete Customer

Delete an existing customer.

Delete Service

Delete Service

Delete an existing service.

Delete Project

Delete Project

Delete an existing Project.

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Step by step guides to integrate mite and Sangam CRM

Frequently Asked Questions

How do I start an integration between mite and Sangam CRM?

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

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

Absolutely. You can customize how mite 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 mite and Sangam CRM?

The data sync between mite 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 mite 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 mite and Sangam CRM?

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

mite

About mite

Mite is a time tracking tool designed to help businesses and freelancers efficiently manage their time and projects. It offers features such as time tracking, reporting, and invoicing, making it easier to keep track of work hours and project progress.

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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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