Integrations SandeshChat Wortal CRM
SandeshChat + Wortal CRM

Connect SandeshChat and Wortal CRM to Build Intelligent Automations

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SandeshChat

When this happens...

Choose an Action

Wortal CRM

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Enable Integrations or automations with these events of SandeshChat and Wortal CRM

Enable Integrations or automations with these events of SandeshChat and Wortal CRM

Triggers

New Inbound Message Arrives

New Inbound Message Arrives

Runs when new inbound message arrives.

Message Delivery Status Changes

Message Delivery Status Changes

Runs when Message Delivery Status Changes

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Actions

Send Template Message

Send Template Message

Send a SandeshChat template message to a recipient's phone number.

Send Session Message

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

How do I start an integration between SandeshChat and Wortal CRM?

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

Can we customize how data from SandeshChat is recorded in Wortal CRM?

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

How often does the data sync between SandeshChat and Wortal CRM?

The data sync between SandeshChat and Wortal CRM 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 SandeshChat to Wortal CRM?

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 SandeshChat and Wortal CRM?

Yes, you can set conditional logic to control the flow of data between SandeshChat and Wortal CRM. 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.

SandeshChat

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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Wortal CRM

About Wortal CRM

Wortal CRM is a comprehensive customer relationship management platform designed to streamline your sales and customer service processes. It offers tools for managing contacts, tracking sales, and enhancing customer interactions, making it ideal for businesses looking to improve their customer engagement and sales efficiency.

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