Integrations Sangam CRM communityforce
Sangam CRM + communityforce

Connect Sangam CRM and communityforce to Build Intelligent Automations

Choose a Trigger

Sangam CRM

When this happens...

Choose an Action

communityforce

Automatically do this!

Enable Integrations or automations with these events of Sangam CRM and communityforce

Enable Integrations or automations with these events of Sangam CRM and communityforce

Triggers

New Lead Created

New Lead Created

Runs when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is 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

Actions

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 an opportunity

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Create a Contact

Creates a new contact in Sangam CRM.

Create Ticket

Create Ticket

Create a new ticket in Sangam CRM.

Create a Company

Create a Company

Creates a new comppany in sangam CRM.

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Step by step guides to integrate Sangam CRM and communityforce

Frequently Asked Questions

How do I start an integration between Sangam CRM and communityforce?

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

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

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

How often does the data sync between Sangam CRM and communityforce?

The data sync between Sangam CRM and communityforce 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 communityforce?

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 communityforce?

Yes, you can set conditional logic to control the flow of data between Sangam CRM and communityforce. 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 comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

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communityforce

About communityforce

Automate the tedious, repetitive tasks in your application review and workflow process. Save time and focus on maximizing your impact.

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