Connect ProjectManager and Sangam CRM
Integrate ProjectManager with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when New Resource Added in ProjectManager
Search an User in Sangam-crm when New Resource Added in ProjectManager
Create Lead in Sangam CRM when New Resource Added in ProjectManager
Get Account related module data from Sangam CRM when New Resource Added in ProjectManager
Create Ticket in Sangam CRM when New Project Created in ProjectManager
Popular ProjectManager + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
ProjectManager
When this happens...
New Resource Added
New Project Created
New Task Created
Timesheet Entry Created/Updated
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 New Resource Added in ProjectManager
Use this flowSearch an User in Sangam-crm when New Resource Added in ProjectManager
Use this flowCreate Lead in Sangam CRM when New Resource Added in ProjectManager
Use this flowGet Account related module data from Sangam CRM when New Resource Added in ProjectManager
Use this flowCreate Ticket in Sangam CRM when New Project Created in ProjectManager
Use this flowCreate Company in Sangam CRM when New Project Created in ProjectManager
Use this flowCreate or Update Lead in Sangam CRM when New Project Created in ProjectManager
Use this flowSearch an User in Sangam-crm when New Project Created in ProjectManager
Use this flowGet Lead related contact module data in Sangam-crm when New Project Created in ProjectManager
Use this flowAdd Event Member to Sangam CRM when New Project Created in ProjectManager
Use this flowSupported Triggers & Actions
Everything you can automate between ProjectManager and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
New Task Created
Runs when a new task is created, optionally only for a specific project.
Timesheet Entry Created/Updated
Runs when a timesheet entry is created/updated.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Do thisActions
Action is the task that follows automatically within your ProjectManager integrations.
Create Project
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
Update Task
Update an existing task; empty fields remain unchanged.
Update Timesheet Entry ID
Update an existing timesheet entry, useful for incrementing the total hours logged or adding notes about the entry
Get Project Details
Get details of a specific project.
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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Learn how to automate ProjectManager and Sangam CRM workflows.
Learn how to automate ProjectManager and Sangam CRM workflows.
Learn how to automate ProjectManager and Sangam CRM workflows.
Learn how to automate ProjectManager and Sangam CRM workflows.
Learn how to automate ProjectManager and Sangam CRM workflows.
Learn how to automate ProjectManager and Sangam CRM workflows.
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About ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
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 ProjectManager 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 ProjectManager 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 ProjectManager triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in ProjectManager. 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 ProjectManager and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ProjectManager 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.
