Connect Samvad and SAM.ai to Build Intelligent Automations

Choose a Trigger

Samvad

When this happens...

Choose an Action

SAM.ai

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Enable Integrations or automations with these events of Samvad and SAM.ai

Enable Integrations or automations with these events of Samvad and SAM.ai

Actions

Create Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between Samvad and SAM.ai?

To start, connect both your Samvad and SAM.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Samvad triggers actions in SAM.ai (or vice versa).

Can we customize how data from Samvad is recorded in SAM.ai?

Absolutely. You can customize how Samvad data is recorded in SAM.ai. This includes choosing which data fields go into which fields of SAM.ai, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Samvad and SAM.ai?

The data sync between Samvad and SAM.ai typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Samvad to SAM.ai?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Samvad and SAM.ai?

Yes, you can set conditional logic to control the flow of data between Samvad and SAM.ai. 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.

Samvad

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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SAM.ai

About SAM.ai

SAM is a sales and marketing tool that lets you organize and manage your leads, opportunities, accounts & partners with efficient features.

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