
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created

Automatically do this!
Enable Integrations or automations with these events of Sanchay Crm and learnistic
Runs when new lead is created
Runs when ticket is updated
Runs when lead is updated
Runs when contact created
Create a new contact
Add lead and set follow-up
View contacts linked to a lead
Create a task with due date
Add a new product to CRM
Create a new user in CRM

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