Connect Redbooth and Sangam CRM
Integrate Redbooth with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Redbooth + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Redbooth
When this happens...
New Task
New Workspace
New Notification
New TaskList
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 Task in Redbooth
Use this flowCreate Opportunity in Sangam CRM when New Task in Redbooth
Use this flowFetch Module Fields from Sangam CRM when New Task in Redbooth
Use this flowCreate Contact in Sangam CRM when New Task in Redbooth
Use this flowCreate Ticket in Sangam CRM when New Task in Redbooth
Use this flowCreate Company in Sangam CRM when New Task in Redbooth
Use this flowCreate Campaign in Sangam CRM when New Task in Redbooth
Use this flowCreate or Update Lead in Sangam CRM when New Task in Redbooth
Use this flowCreate Or Update Linked Record in Sangam CRM when New Task in Redbooth
Use this flowUpdate an Account in Sangam CRM when New Task in Redbooth
Use this flowSupported Triggers & Actions
Everything you can automate between Redbooth and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created
New Workspace
Triggers when new workspace created
New Notification
Trigger when New Notifition created
New TaskList
Triggers when a new tasklist is created
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 Redbooth integrations.
Create Comment
Creates a new Comment.
Create Subtask
Create a new Subtask.
Create Task
Creates a new task
Create TaskList
Creates a new tasklist
Create Conversation
Creates a new Conversation
Create Note
Creates a new Note
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 Redbooth and Sangam CRM workflows.
Learn how to automate Redbooth and Sangam CRM workflows.
Learn how to automate Redbooth and Sangam CRM workflows.
Learn how to automate Redbooth and Sangam CRM workflows.
Learn how to automate Redbooth and Sangam CRM workflows.
Learn how to automate Redbooth and Sangam CRM workflows.
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About Redbooth
Redbooth is an easy-to-use online task and project management software for busy teams. With Redbooth, teams can collaborate on projects, manage tasks, and communicate in real-time, boosting productivity and streamlining workflows.
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 Redbooth 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 Redbooth 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 Redbooth triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Redbooth. 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 Redbooth and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Redbooth 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.
