Connect Parallel and Sangam CRM
Integrate Parallel with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Comment on a Parallel in Parallel when New Lead Created in Sangam CRM
Tag a Parallel in Parallel when New Lead Created in Sangam CRM
Create Parallel when New Lead Created in Sangam CRM
Rename Parallel in Parallel when New Lead Created in Sangam CRM
Find Parallel in Parallel when New Lead Created in Sangam CRM
Popular Parallel + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Parallel
When this happens...
New Parallel
Petition Complete
New Comment Posted
Comment Deleted
A user sent a message
Profile Created
Profile Closed
Profile Associated with Parallel
Profile Disassociated with Parallel
Profile Reopened
Message Scheduled
Profile Relationship Created
Profile Relationship Removed
Profile Updated
Template Used
Parallel Tagged
Parallel Untagged
Delete Scheduled Message
Petition Cloned
Profile Scheduled For Deletion
Signature Started
Signature Canceled
Signature Delivered
Signature Opened
Signature Completed
Signature reminder
Reply Created
Reply Updated
Reply Status Changed
Reply Deleted
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
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
Create Checklist
Find Checklists
Update Checklist
Create WhatsApp Record
Find WhatsApp Records
Update WhatsApp Record
Update Opportunity
Search Opportunities
List Opportunities
Comment on a Parallel in Parallel when New Lead Created in Sangam CRM
Use this flowTag a Parallel in Parallel when New Lead Created in Sangam CRM
Use this flowCreate Parallel when New Lead Created in Sangam CRM
Use this flowRename Parallel in Parallel when New Lead Created in Sangam CRM
Use this flowFind Parallel in Parallel when New Lead Created in Sangam CRM
Use this flowDelete Parallel in Parallel when New Lead Created in Sangam CRM
Use this flowRename Template in Parallel when New Lead Created in Sangam CRM
Use this flowClose Parallel when New Lead Created in Sangam CRM
Use this flowReopen Parallel when New Lead Created in Sangam CRM
Use this flowGet a Parallel when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Parallel and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Parallel
Triggers when new parallels is created.
Petition Complete
Triggers when new parallels or petition is completed.
New Comment Posted
Triggers when new comment posted .
Comment Deleted
Triggers when a comment is deleted .
A user sent a message
when a user sends a message or reply inside a Parallel form or conversation.
Profile Created
Triggers when new profile is created.
Do thisActions
Action is the task that follows automatically within your Parallel integrations.
Comment on a Parallel
Send a comment or a note within a parallel.
Tag a Parallel
Tag a parallel with specified tag.
Create Parallel
Creates a parallel.
Rename Parallel
Rename a Parallel.
Find Parallel
Find an existing parallel.
Delete Parallel
Delete an existing petition.
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.
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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 Parallel and Sangam CRM workflows.
Learn how to automate Parallel and Sangam CRM workflows.
Learn how to automate Parallel and Sangam CRM workflows.
Learn how to automate Parallel and Sangam CRM workflows.
Learn how to automate Parallel and Sangam CRM workflows.
Learn how to automate Parallel and Sangam CRM workflows.
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About Parallel
Parallel is a platform designed to streamline and enhance project management and team collaboration. It offers tools and features that facilitate efficient task management, communication, and workflow automation, making it ideal for teams looking to improve productivity and project outcomes.
Learn moreSimilar apps
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 more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Parallel 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 Parallel 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 Parallel triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Parallel. 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 Parallel and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Parallel 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.
