Integrate Sangam CRM and Advicent Naviplan with viaSocket
Sangam CRM already connects with hundreds of apps. Advicent Naviplan's automation is still on its way. Want to speed that up?
Supported Triggers & Actions
Everything you can automate between Sangam CRM and Advicent Naviplan.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Account Created
Runs when new account is 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
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
Create Ticket
Create a new ticket
Create Company
Create a new company record
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 to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
Learn how to automate Sangam CRM and Advicent Naviplan workflows.
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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
About Advicent Naviplan
Advicent Naviplan is a comprehensive financial planning software designed to help financial advisors create detailed and personalized financial plans for their clients. It offers robust tools for cash flow analysis, retirement planning, and investment strategies, ensuring advisors can provide tailored advice to meet individual client needs.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and Advicent Naviplan 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 Sangam CRM and Advicent Naviplan 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 Advicent Naviplan. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in Advicent Naviplan, and a separate workflow where Advicent Naviplan triggers actions in Sangam CRM. 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 Sangam CRM and Advicent Naviplan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and Advicent Naviplan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
