Connect Netlify and Sangam CRM to Build Intelligent Automations

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Netlify

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Deploy Started

New Deploy Started

Triggers when a new deploy of your site has started building.

Deploy Succeeded after failing

Deploy Succeeded after failing

Triggers when a new version of your site has successfully deployed after failing.

New Deploy Failed

New Deploy Failed

Triggers when a new deploy of your site has failed.

New Form Submission

New Form Submission

Triggers when a form receives a new submission.

Deploy Created

Deploy Created

Triggers when a new deploy is created.

New Lead Created

New Lead Created

Trigger when new lead is created

Do thisActions

Action is the task that follows automatically within your Netlify integrations.

Start deploy

Start deploy

Performs a new deploy of an existing site.

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

Create a Contact

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Create a Ticket

Creates a new ticket in sangam CRM.

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Step by step guides to integrate Netlify and Sangam CRM

Frequently Asked Questions

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

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

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

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

The data sync between Netlify 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 Netlify 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 Netlify and Sangam CRM?

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

Netlify

About Netlify

Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.

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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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