Connect SandeshChat and Sangam CRM
Integrate SandeshChat with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when New Inbound Message Arrives in SandeshChat
Create Opportunity in Sangam CRM when New Inbound Message Arrives in SandeshChat
Fetch Module Fields from Sangam CRM when New Inbound Message Arrives in SandeshChat
Create Contact in Sangam CRM when New Inbound Message Arrives in SandeshChat
Create Ticket in Sangam CRM when New Inbound Message Arrives in SandeshChat
Popular SandeshChat + Sangam CRM flows
Start from a real workflow other teams are already running.
Create a new Lead in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Opportunity in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowFetch Module Fields from Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Contact in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Ticket in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Company in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Campaign in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate or Update Lead in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowCreate Or Update Linked Record in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowUpdate an Account in Sangam CRM when New Inbound Message Arrives in SandeshChat
Use this flowSupported Triggers & Actions
Everything you can automate between SandeshChat and Sangam CRM.
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
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
Do thisActions
Action is the task that follows automatically within your SandeshChat integrations.
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.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. Viasocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn by building automations
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate SandeshChat and Sangam CRM workflows.
Learn how to automate SandeshChat and Sangam CRM workflows.
Learn how to automate SandeshChat and Sangam CRM workflows.
Learn how to automate SandeshChat and Sangam CRM workflows.
Learn how to automate SandeshChat and Sangam CRM workflows.
Learn how to automate SandeshChat and Sangam CRM workflows.
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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.
Learn more
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SandeshChat and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SandeshChat and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where SandeshChat triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in SandeshChat. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SandeshChat and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SandeshChat and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
