Connect Neon and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Branch
New Role
Update Role
Update Branch
Update Project
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 Neon and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
New Role
Triggers when new role is created.
Update Role
Triggers when an existing role is updated.
Update Branch
Triggers when an existing branch is updated in an existing project.
Update Project
Triggers when an existing project is updated.
Do thisActions
Action is the task that follows automatically within your Neon integrations.
Retrieve Current User Details
Retrieve a currnet user details.
Create Project
Creates a Project.
Create Branch
Creates a Branch.
Create Role
Creates a Role.
Update Project
Update an existing project.
Update Branch
Update an existing Branch.
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Step by step guides to integrate Neon and Sangam CRM
Frequently Asked Questions
To start, connect both your Neon and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Neon triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Neon 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 Neon 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 Neon 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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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
