Connect Nutshell and Sangam CRM
Integrate Nutshell with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find User in Nutshell when New Lead Created in Sangam CRM
Create Company in Nutshell when New Lead Created in Sangam CRM
List Users in Nutshell when New Lead Created in Sangam CRM
List Account in Nutshell when New Lead Created in Sangam CRM
List Account Type in Nutshell when New Lead Created in Sangam CRM
Popular Nutshell + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Nutshell
When this happens...
- Request a new Trigger for Nutshell
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
Create Lead
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
Find User in Nutshell when New Lead Created in Sangam CRM
Use this flowCreate Company in Nutshell when New Lead Created in Sangam CRM
Use this flowList Users in Nutshell when New Lead Created in Sangam CRM
Use this flowList Account in Nutshell when New Lead Created in Sangam CRM
Use this flowList Account Type in Nutshell when New Lead Created in Sangam CRM
Use this flowList Activities in Nutshell when New Lead Created in Sangam CRM
Use this flowList Activity Types in Nutshell when New Lead Created in Sangam CRM
Use this flowList Custom Fields For Leads from Nutshell when New Lead Created in Sangam CRM
Use this flowList Items For Leads in Nutshell when New Lead Created in Sangam CRM
Use this flowList Leads in Nutshell when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Nutshell 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 Nutshell integrations.
Find User
Finds an existing User by email.
Create Company
Creates a new Company.
List Users
Get list of users
List Account
Get all accounts and associated data in your Nutshell instance.
List Account Type
Get a list of all account types in a Nutshell instance.
List Activities
List all activities.
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.
Trusted by Thousands. Recognized by the Best.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
From idea to automation.
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 Nutshell and Sangam CRM workflows.
Learn how to automate Nutshell and Sangam CRM workflows.
Learn how to automate Nutshell and Sangam CRM workflows.
Learn how to automate Nutshell and Sangam CRM workflows.
Learn how to automate Nutshell and Sangam CRM workflows.
Learn how to automate Nutshell and Sangam CRM workflows.
Learn More About Automation
Simple Ways to Automate Nutshell with viaSocket
Connect Nutshell to your favorite apps with viaSocket. Auto-sync data between Nutshell and Square, Typeform, Freshdesk, Calendly, Dropbox, Facebook Messenger, and more. Unify workflows, reduce manual data entry, and keep every customer interaction in context.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
Start automating Nutshell and Sangam CRM free
No credit card required. Set up your first workflow in minutes.
About Nutshell
Nutshell is an affordable, easy-to-use CRM that helps small-business sales teams win more deals.
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Nutshell 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 Nutshell 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 Nutshell triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Nutshell. 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 Nutshell and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Nutshell 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.
