Connect OneHash Chat and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Message is Created
New Conversation is Created
Conversation is Updated
Conversation Status is Changed
Contact Created
Contact Updated
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 OneHash Chat and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Message is Created
Triggers when a new messsage is created.
New Conversation is Created
Triggers when a new conversation is created.
Conversation is Updated
Triggers when an existing conversation is update.
Conversation Status is Changed
Triggers when a conversation status is changed.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your OneHash Chat integrations.
Create a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
Get a Contact
Get a contact belonging to the account using ID.
Delete a Contact
Removes an existing contact.
Update a Contact
Update a contact belonging to the account using ID.
Get all Conversations Details
Get all details regarding a conversation with all messages in the conversation.
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Step by step guides to integrate OneHash Chat and Sangam CRM
Frequently Asked Questions
To start, connect both your OneHash Chat and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in OneHash Chat triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how OneHash Chat 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 OneHash Chat 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 OneHash Chat 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 OneHash Chat
OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
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
