Integrate Nozbe with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Start from a real workflow other teams are already running.
Create a new Lead in Sangam CRM when New Task in Nozbe-teams
Use this flowCreate Opportunity in Sangam CRM when New Task in Nozbe-teams
Use this flowCreate Contact in Sangam CRM when New Task in Nozbe-teams
Use this flowCreate Ticket in Sangam CRM when New Task in Nozbe-teams
Use this flowCreate or Update Lead in Sangam CRM when New Task in Nozbe-teams
Use this flowCreate Or Update Linked Record in Sangam CRM when New Task in Nozbe-teams
Use this flowUpdate an Account in Sangam CRM when New Task in Nozbe-teams
Use this flowSearch an User in Sangam-crm when New Task in Nozbe-teams
Use this flowCreate Lead in Sangam CRM when New Task in Nozbe-teams
Use this flowEverything you can automate between Nozbe and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new Task is Created.
Trigger when new task is created or Updated.
Trigger when new Comment is Created.
Trigger when new Propject is Created.
Runs when a new lead is created.
Trigger when new contact is created
Action is the task that follows automatically within your Nozbe integrations.
Creates a New Task.
Updates an Existing Task.
Find an Existing Task.
Creates a New Comment.
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create a new sales opportunity

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
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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.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Nozbe and Sangam CRM workflows.

Learn how to automate Nozbe and Sangam CRM workflows.

Learn how to automate Nozbe and Sangam CRM workflows.

Learn how to automate Nozbe and Sangam CRM workflows.

Learn how to automate Nozbe and Sangam CRM workflows.

Learn how to automate Nozbe and Sangam CRM workflows.

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Nozbe is an organizational tool for busy professionals and small teams that helps them to get stuff done in work and in private life.
Learn moreSangam 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 moreSign up for a free viaSocket account, then authorize both your Nozbe 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 Nozbe 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 Nozbe triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Nozbe . 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 Nozbe and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nozbe 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.