Automate anything with sangam-crm & salesflare Integrations!

When this happens

Triggers

sangam-crm
New Lead

Trigger when new lead is created

sangam-crm
New Contact

Trigger when new contact is created

sangam-crm
New Opportunity

Triggerv when new opportunity is created

sangam-crm
New Ticket

Trigger when new tickey=t is created

sangam-crm
New Account

Trigger when new account is created

sangam-crm
New Task

Trigger when new task is created

sangam-crm
New Campaign

Trigger when new campaign is created

sangam-crm
New Quotation

Trigger when new quotation is created

sangam-crm
New Call

Trigger when new call is created

sangam-crm
New Contract

Trigger when new contract is created

sangam-crm
New Product

Trigger when new product is created

sangam-crm
New Holiday

Trigger when new holiday is created

sangam-crm
New Reports

Trigger when new reports is created

sangam-crm
New Attachment

Trigger when new attchment is created

sangam-crm
New Template

Trigger when new template is created

salesflare
New Account

Trigger When a new Account is created

salesflare
New Opportunity

Trigger when new opportunity is created

salesflare
New Task

Trigger when a new task is created

Do this

Actions

sangam-crm
Create a lead

Creates a new lead in Sangam CRM.

sangam-crm
Create an opportunity

Adds a new opportunity Sangam CRM.

sangam-crm
Fetch all available fields in a specific module

Fetch all fields available in specific module

sangam-crm
Create a Contact

Creates a new contact in Sangam CRM.

sangam-crm
Create a Ticket

Creates a new ticket in sangam CRM.

sangam-crm
Create a Company

Creates a new comppany in sangam CRM.

sangam-crm
Create a Campaign

Creates a new campaign in sangam CRM

sangam-crm
Update a lead

Update lead using name, email or mobile number or provide email id

salesflare
Find account

Find an account

salesflare
Find Contact

Find a contact

salesflare
Find Opportunity

Find an Opportunity

salesflare
Find Person

Find a Person

salesflare
Find Pipeline Stage

Find a Pipeline Stage

salesflare
Find User

Find a User

salesflare
Find a Workflow

Find a workflow by its ID

salesflare
Add Contact to Account

Add a Contact to Account

salesflare
Add User to Account

Add a User to an Account bu user ID

salesflare
Create Account

Create a New Account

salesflare
Create Call

Create a new Call

salesflare
Create Contact

Creates a New contact

salesflare
Create Internal Note

Create a New Internal Note

salesflare
Create Meeting

Create a New Meeting

salesflare
Remove a Contact From Workflow

Remove a Contact from a Certain Workflow

salesflare
Create Opportunity

Create a New Opportunity

salesflare
Create Task

Creates a New Task

salesflare
Update Account

Update An Existing Account by account ID

salesflare
Update Contact

Update An Existing Contact by its ID

salesflare
Update Opportunity

Update an existing Opportunity by its ID

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

Learn More
Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

Learn More
What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

salesflare
About salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

Sangam CRM
About 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.

Integrations run at

viasocket