Connect PromptMate.io and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for PromptMate.io
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 a 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
Ready to use PromptMate.io and Sangam CRM automations
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger when new task is created
Do thisActions
Action is the task that follows automatically within your PromptMate.io integrations.
Use a Specific Template
Use a specific template
List Projects
List all the projects
List Templates
List all the templates
Lists Available Languages
Lists all available languages
Lists Available Countries
Lists all available countries
Create a new lead
Create a new lead in Sangam CRM using selected custom fields and an optional next follow-up date.
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Step by step guides to integrate PromptMate.io and Sangam CRM
Frequently Asked Questions
To start, connect both your PromptMate.io and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in PromptMate.io triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how PromptMate.io 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 PromptMate.io 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 PromptMate.io 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 PromptMate.io
PromptMate.io is a cutting-edge platform designed to enhance and streamline the creation and management of AI-generated content. It offers tools and features that assist users in crafting high-quality prompts for various AI models, making it an essential resource for developers, content creators, and businesses looking to leverage AI technology effectively.
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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