Connect Needle and Sangam CRM
Integrate Needle with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create New Collection in Needle when New Lead Created in Sangam CRM
List All Collections from Needle when New Lead Created in Sangam CRM
List Collection Files from Needle when New Lead Created in Sangam CRM
Add Files to Collection in Needle when New Lead Created in Sangam CRM
Search Collection Content in Needle when New Lead Created in Sangam CRM
Popular Needle + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Needle
When this happens...
- Request a new Trigger for Needle
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 New Collection in Needle when New Lead Created in Sangam CRM
Use this flowList All Collections from Needle when New Lead Created in Sangam CRM
Use this flowList Collection Files from Needle when New Lead Created in Sangam CRM
Use this flowAdd Files to Collection in Needle when New Lead Created in Sangam CRM
Use this flowSearch Collection Content in Needle when New Lead Created in Sangam CRM
Use this flowDelete Files From Collection in Needle when New Lead Created in Sangam CRM
Use this flowCreate New Collection in Needle when New Contact Created in Sangam CRM
Use this flowList All Collections from Needle when New Contact Created in Sangam CRM
Use this flowList Collection Files from Needle when New Contact Created in Sangam CRM
Use this flowAdd Files to Collection in Needle when New Contact Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Needle and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Needle integrations.
Create New Collection
Create a new collection
List All Collections
List all your collections
List Collection Files
List all files in a collection
Add Files to Collection
Add files to a collection
Search Collection Content
Find items by text & filters
Delete Files From Collection
Delete files from a collection
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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AI will build it for you
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 Needle and Sangam CRM workflows.
Learn how to automate Needle and Sangam CRM workflows.
Learn how to automate Needle and Sangam CRM workflows.
Learn how to automate Needle and Sangam CRM workflows.
Learn how to automate Needle and Sangam CRM workflows.
Learn how to automate Needle and Sangam CRM workflows.
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About Needle
Needle is an advanced AI-driven platform designed to enhance business operations through intelligent automation and data-driven insights. It leverages cutting-edge artificial intelligence technologies to streamline processes, improve decision-making, and drive efficiency across various business functions.
Learn more
About 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 Needle 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 Needle 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 Needle triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Needle. 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 Needle and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Needle 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.
