Connect Sanchay Crm and Chatlayer to Build Intelligent Automations

Choose a Trigger

Sanchay Crm

When this happens...

Choose an Action

Chatlayer

Automatically do this!

Ready to use Sanchay Crm and Chatlayer automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Bot

New Bot

Triggered when a new bot is created.

Request a new Trigger for Sanchay Crm

Do thisActions

Action is the task that follows automatically within your Sanchay Crm integrations.

Add Contact

Add Contact

Create a new contact

Create a Lead

Create a Lead

Add lead and set follow-up

Create Task

Create Task

Create a task with due date

Create Product

Create Product

Add a new product to CRM

Send Message

Send Message

Sends a message to a user through Chatlayer.

Create Channel

Create Channel

Creates a Channel.

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Frequently Asked Questions

How do I start an integration between Sanchay Crm and Chatlayer?

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

Can we customize how data from Sanchay Crm is recorded in Chatlayer?

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

How often does the data sync between Sanchay Crm and Chatlayer?

The data sync between Sanchay Crm and Chatlayer 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 Sanchay Crm to Chatlayer?

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 Sanchay Crm and Chatlayer?

Yes, you can set conditional logic to control the flow of data between Sanchay Crm and Chatlayer. 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.

Sanchay Crm

About Sanchay Crm

A CRM to manage customer data and sales interactions.

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Chatlayer

About Chatlayer

Chatlayer is a powerful AI-driven platform designed to create, manage, and optimize chatbots for various communication needs. It enables businesses to automate customer interactions, enhance user engagement, and improve customer support through intelligent conversational agents.

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