Connect monday.com and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New User Joins
Item Column Value Changes
Board Created Or Updated
New Item Created
Subitem Is Updated
New SubItem Created
New Item Added to Board
Item Moves to a Group
New Subitem Created
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 monday.com and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
Board Created Or Updated
Runs when a board is created or updated
New Item Created
Runs when a new item is created on a board.
Subitem Is Updated
Runs when a subitem is updated on a board.
New SubItem Created
Runs when a new subitem is created on a board.
Do thisActions
Action is the task that follows automatically within your monday.com integrations.
Create Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Create Column
Add a new column to a board with the selected type and title.
Create Group
Create a new group on a specified monday.com board.
Delete Item
Deletes an item from a monday.com board.
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Step by step guides to integrate monday.com and Sangam CRM
Frequently Asked Questions
To start, connect both your monday.com and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in monday.com triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how monday.com 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 monday.com 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 monday.com 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
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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