Connect Salesmate and Sangam CRM
Integrate Salesmate with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Note in Salesmate when New Lead Created in Sangam CRM
Create Activity in Salesmate when New Lead Created in Sangam CRM
Create Company in Salesmate when New Lead Created in Sangam CRM
Search User in Salesmate when New Lead Created in Sangam CRM
Create Contact in Salesmate when New Lead Created in Sangam CRM
Popular Salesmate + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Salesmate
When this happens...
- Request a new Trigger for Salesmate
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
Add Note in Salesmate when New Lead Created in Sangam CRM
Use this flowCreate Activity in Salesmate when New Lead Created in Sangam CRM
Use this flowCreate Company in Salesmate when New Lead Created in Sangam CRM
Use this flowSearch User in Salesmate when New Lead Created in Sangam CRM
Use this flowCreate Contact in Salesmate when New Lead Created in Sangam CRM
Use this flowCreate Deal in Salesmate when New Lead Created in Sangam CRM
Use this flowUpdate Activity in Salesmate when New Lead Created in Sangam CRM
Use this flowUpdate Company in Salesmate when New Lead Created in Sangam CRM
Use this flowUpdate Contact in Salesmate when New Lead Created in Sangam CRM
Use this flowUpdate Deal in Salesmate when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Salesmate and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Salesmate integrations.
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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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AI will build it for you
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Salesmate and Sangam CRM workflows.
Learn how to automate Salesmate and Sangam CRM workflows.
Learn how to automate Salesmate and Sangam CRM workflows.
Learn how to automate Salesmate and Sangam CRM workflows.
Learn how to automate Salesmate and Sangam CRM workflows.
Learn how to automate Salesmate and Sangam CRM workflows.
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About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn more
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 moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Salesmate 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 Salesmate 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 Salesmate triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Salesmate. 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 Salesmate and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Salesmate 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.
