Connect Sangam CRM and B12
Integrate Sangam CRM with B12 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Available events for Sangam CRM and B12
Supported Triggers & Actions
Everything you can automate between Sangam CRM and B12.
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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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 Sangam CRM and B12 workflows.
Learn how to automate Sangam CRM and B12 workflows.
Learn how to automate Sangam CRM and B12 workflows.
Learn how to automate Sangam CRM and B12 workflows.
Learn how to automate Sangam CRM and B12 workflows.
Learn how to automate Sangam CRM and B12 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 B12
B12 is an AI-powered website and business management platform that helps professionals and small businesses create, manage, and grow their online presence. It offers website building, SEO optimization, client management tools, and automation features to streamline operations and drive business growth.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and B12 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 B12 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 B12. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in B12, and a separate workflow where B12 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 B12. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and B12 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
