Connect Pinata and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Public File
New Public Group
New Private File
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group created.
New Private File
Trigger When a New Private File is uploaded .
New Lead Created
Runs when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
Do thisActions
Action is the task that follows automatically within your Pinata integrations.
Create Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
Update Group
Updates an existing Group.
Update Files
Update an existing file.
Search Files
Search Files based on filters.
Add File to group
Attach a file to a specific group.
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Step by step guides to integrate Pinata and Sangam CRM
Frequently Asked Questions
To start, connect both your Pinata and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinata triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Pinata 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 Pinata 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 Pinata 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 Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
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.
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