
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Sanchay Crm and aeroleads
Create a new contact
Add lead and set follow-up
Create a task with due date
Add a new product to CRM
Save record and link modules
Get all fields in a module

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To start, connect both your Sanchay Crm and aeroleads accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in aeroleads (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in aeroleads. This includes choosing which data fields go into which fields of aeroleads, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and aeroleads 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 Sanchay Crm and aeroleads. 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.
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