Connect Pipeline CRM and Sangam CRM
Integrate Pipeline CRM with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Pipeline CRM + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Pipeline CRM
When this happens...
New Company
New Deal
New Person
Person Updated
Person Deleted
Deal Updated
Deal Deleted
Company Updated
Company 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
Create a new Lead in Sangam CRM when New Company in Pipeline
Use this flowCreate Opportunity in Sangam CRM when New Company in Pipeline
Use this flowFetch Module Fields from Sangam CRM when New Company in Pipeline
Use this flowCreate Contact in Sangam CRM when New Company in Pipeline
Use this flowCreate Ticket in Sangam CRM when New Company in Pipeline
Use this flowCreate Company in Sangam CRM when New Company in Pipeline
Use this flowCreate Campaign in Sangam CRM when New Company in Pipeline
Use this flowCreate or Update Lead in Sangam CRM when New Company in Pipeline
Use this flowCreate Or Update Linked Record in Sangam CRM when New Company in Pipeline
Use this flowUpdate an Account in Sangam CRM when New Company in Pipeline
Use this flowSupported Triggers & Actions
Everything you can automate between Pipeline CRM and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new company is created in your PipelineDeals account.
New Deal
Triggers when a new deal is created in your Pipeline account.
New Person
Triggers when a new person is created in your Pipeline account.
Person Updated
Triggers when an existing person is updated in your PipelineDeals account.
Person Deleted
Triggers when an existing person is deleted in your PipelineDeals account.
Deal Updated
Triggers when an existing deal is updated in your PipelineDeals account.
Do thisActions
Action is the task that follows automatically within your Pipeline CRM integrations.
List Calender Entries
Returns a list of calender entries
List Companies
Returns a list of all companies
List Deals
Returns a list of all deals
List Lead Sources
Returns a list of lead sources
List Lead Statues
Returns a list of lead statues
Search User by Email
Searches for a user by email
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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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.
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Learn how to automate Pipeline CRM and Sangam CRM workflows.
Learn how to automate Pipeline CRM and Sangam CRM workflows.
Learn how to automate Pipeline CRM and Sangam CRM workflows.
Learn how to automate Pipeline CRM and Sangam CRM workflows.
Learn how to automate Pipeline CRM and Sangam CRM workflows.
Learn how to automate Pipeline CRM and Sangam CRM workflows.
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About Pipeline CRM
Pipeline extends your workflows across teams, departments, and companies.
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 Pipeline CRM 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 Pipeline CRM 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 Pipeline CRM triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Pipeline CRM. 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 Pipeline CRM and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Pipeline CRM 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.
