Connect Placker and Sangam CRM
Integrate Placker with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Placker + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Placker
When this happens...
Card Created
Card Status Changed
Card Archived
Card Unarchived
Card Removed
Comment Added to Card
Label Added To Card
Label Removed From Card
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 a new Lead in Sangam CRM when Card Created in Placker
Use this flowCreate Opportunity in Sangam CRM when Card Created in Placker
Use this flowFetch Module Fields from Sangam CRM when Card Created in Placker
Use this flowCreate Contact in Sangam CRM when Card Created in Placker
Use this flowCreate Ticket in Sangam CRM when Card Created in Placker
Use this flowCreate Company in Sangam CRM when Card Created in Placker
Use this flowCreate Campaign in Sangam CRM when Card Created in Placker
Use this flowCreate or Update Lead in Sangam CRM when Card Created in Placker
Use this flowCreate Or Update Linked Record in Sangam CRM when Card Created in Placker
Use this flowUpdate an Account in Sangam CRM when Card Created in Placker
Use this flowSupported Triggers & Actions
Everything you can automate between Placker and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
Card Archived
Triggers when card is archived in a specipic board.
Card Unarchived
Triggers when card is unarchived in a specipic board.
Card Removed
Triggers when card is removed in a specipic board.
Comment Added to Card
Triggers when comment is added to card in a specipic board.
Do thisActions
Action is the task that follows automatically within your Placker integrations.
Get Board Label
Get labels available on Board.
Search Card
Search cards by given title.
Add Label to Card
This action allows to add selected label to card
Create Card
This action allows to create card on a selected list
Remove Label From Card
This action allows to remove selected label from card
Get Card Details
Get single card details by id.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Placker and Sangam CRM workflows.
Learn how to automate Placker and Sangam CRM workflows.
Learn how to automate Placker and Sangam CRM workflows.
Learn how to automate Placker and Sangam CRM workflows.
Learn how to automate Placker and Sangam CRM workflows.
Learn how to automate Placker and Sangam CRM workflows.
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About Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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 Placker 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 Placker 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 Placker triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Placker. 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 Placker and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Placker 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.
