Connect Sanchay Crm and Lodgify to Build Intelligent Automations

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Sanchay Crm

When this happens...

Choose an Action

Lodgify

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Ready to use Sanchay Crm and Lodgify automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Is Created

New Lead Is Created

Runs when new lead is created

Ticket Is Updated

Ticket Is Updated

Runs when ticket is updated

Lead Is Updated

Lead Is Updated

Runs when lead is updated

Contact Created

Contact Created

Runs when contact created

New Booking

New Booking

Triggers when a new Booking is created.

Booking Change

Booking Change

Triggers when a Booking is updated.

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

Insert or Update Data With Linking Module

Insert or Update Data With Linking Module

Save record and link modules

Get Module Fields

Get Module Fields

Get all fields in a module

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Frequently Asked Questions

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

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

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

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

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

The data sync between Sanchay Crm and Lodgify 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 Lodgify?

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 Lodgify?

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