Connect Peanutsquare and Sangam CRM
Integrate Peanutsquare with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Peanutsquare when New Lead Created in Sangam CRM
Update Lead in Peanutsquare when New Lead Created in Sangam CRM
Find Contacts in Peanutsquare when New Lead Created in Sangam CRM
List Salespeople from Peanutsquare when New Lead Created in Sangam CRM
List Sales Teams from Peanutsquare when New Lead Created in Sangam CRM
Popular Peanutsquare + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Peanutsquare
When this happens...
- Request a new Trigger for Peanutsquare
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
Create Lead in Peanutsquare when New Lead Created in Sangam CRM
Use this flowUpdate Lead in Peanutsquare when New Lead Created in Sangam CRM
Use this flowFind Contacts in Peanutsquare when New Lead Created in Sangam CRM
Use this flowList Salespeople from Peanutsquare when New Lead Created in Sangam CRM
Use this flowList Sales Teams from Peanutsquare when New Lead Created in Sangam CRM
Use this flowList Lead Sources from Peanutsquare when New Lead Created in Sangam CRM
Use this flowList Tags from Peanutsquare when New Lead Created in Sangam CRM
Use this flowCreate Lead in Peanutsquare when New Contact Created in Sangam CRM
Use this flowUpdate Lead in Peanutsquare when New Contact Created in Sangam CRM
Use this flowFind Contacts in Peanutsquare when New Contact Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Peanutsquare 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 Peanutsquare integrations.
Create Lead
Create a new lead in the CRM.
Update Lead
Update an existing lead's details in Odoo CRM.
Find Contacts
Retrieve contacts (res.partner) from Odoo, returning basic fields (id, name, email, phone, mobile, street, city) with an optional result limit.
List Salespeople
List all salesperson users (res.users) from your Odoo instance.
List Sales Teams
List sales teams in your Odoo CRM.
List Lead Sources
Retrieve UTM source records (utm.source) from your Odoo instance.
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 Peanutsquare and Sangam CRM workflows.
Learn how to automate Peanutsquare and Sangam CRM workflows.
Learn how to automate Peanutsquare and Sangam CRM workflows.
Learn how to automate Peanutsquare and Sangam CRM workflows.
Learn how to automate Peanutsquare and Sangam CRM workflows.
Learn how to automate Peanutsquare and Sangam CRM workflows.
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About Peanutsquare
Peanut Square is an Odoo-focused ERP and software services company that helps businesses automate operations and scale. Based in Ahmedabad and serving clients worldwide, they provide end-to-end Odoo consulting, implementation, customization, development, migration, and support—alongside web, mobile, and SaaS development. Their solutions cover CRM, sales, inventory, accounting, manufacturing, HR/payroll, and eCommerce, integrating third-party tools for secure, scalable digital transformation.
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 Peanutsquare 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 Peanutsquare 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 Peanutsquare triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Peanutsquare. 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 Peanutsquare and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Peanutsquare 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.
