Connect Sanchay Crm and SandeshChat to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Sanchay Crm
Choose an Action
Automatically do this!
Send Template Message
Send Session Message
Ready to use Sanchay Crm and SandeshChat automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Inbound Message Arrives
Runs when new inbound message arrives.
Message Delivery Status Changes
Runs when Message Delivery Status Changes
Do thisActions
Action is the task that follows automatically within your Sanchay Crm integrations.
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Send Template Message
Send a SandeshChat template message to a recipient's phone number.
Send Session Message
Send a chat message (text, image, audio, video, document, or location) to a recipient via SandeshChat.
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Frequently Asked Questions
To start, connect both your Sanchay Crm and SandeshChat accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in SandeshChat (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in SandeshChat. This includes choosing which data fields go into which fields of SandeshChat, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and SandeshChat 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 SandeshChat. 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.
About SandeshChat
SandeshChat is a dynamic communication platform designed to enhance team collaboration and streamline messaging. Ideal for businesses and teams looking to improve their internal communication, SandeshChat offers a range of features including instant messaging, file sharing, and group chats.
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