Connect Sangam CRM and Cal ID to Build Intelligent Automations

Choose a Trigger

Sangam CRM

When this happens...

Choose an Action

Cal ID

Automatically do this!

Ready to use Sangam CRM and Cal ID automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Runs when a new lead is created.

New Contact Created

New Contact Created

Trigger when new contact is created

Opportunity Created

Opportunity Created

Runs when opportunity created

New Ticket Created

New Ticket Created

Runs when new ticket is created

New Account Created

New Account Created

Runs when new account is created

New Task Created

New Task Created

Runs when new task is created

Do thisActions

Action is the task that follows automatically within your Sangam CRM integrations.

Create a new Lead

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 Opportunity

Create a new sales opportunity

Fetch Module Fields

Fetch Module Fields

Get all fields for a module

Create Contact

Create Contact

Creates a new contact in CRM

Create Ticket

Create Ticket

Create a new ticket

Create Company

Create Company

Create a new company record

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Step by step guides to integrate Sangam CRM and Cal ID

Frequently Asked Questions

How do I start an integration between Sangam CRM and Cal ID?

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

Can we customize how data from Sangam CRM is recorded in Cal ID?

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

How often does the data sync between Sangam CRM and Cal ID?

The data sync between Sangam CRM and Cal ID 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 Sangam CRM to Cal ID?

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 Sangam CRM and Cal ID?

Yes, you can set conditional logic to control the flow of data between Sangam CRM and Cal ID. 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.

Sangam CRM

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.

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Cal ID

About Cal ID

OneHash Cal is a comprehensive calendar application designed to streamline scheduling and time management for individuals and teams. It offers features such as event scheduling, reminders, and integration with other productivity tools to enhance efficiency and organization.

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