Connect Sangam CRM and DevRev
Integrate Sangam CRM with DevRev to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a new Lead in Sangam CRM when Account Created in Devrev
Create Opportunity in Sangam CRM when Account Created in Devrev
Fetch Module Fields from Sangam CRM when Account Created in Devrev
Create Contact in Sangam CRM when Account Created in Devrev
Create Ticket in Sangam CRM when Account Created in Devrev
Popular Sangam CRM + DevRev flows
Start from a real workflow other teams are already running.
Choose a trigger
Sangam CRM
When this happens...
New Lead Created
New Contact Created
Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Is Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Report Is Created
New Attachment Is Created
New Template Created
New Lead Updated
Contact Updated
Opportunity Updates
Existing Contract Updated
Ticket Is Updated
Account Is Updated
Task Is Updated
Campaign Updated
Quotation Updated
Call Is Updated
Existing Product Is Updated
Holiday Is Updated
Report Is Updated
Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Lead Created Or Updated
Record Created Or Updated
When a new checklist is created
When a new WhatsApp record is created
Choose an action
DevRev
Automatically do this!
Update Dev User
List Dev Users
List Parts
Get specific Part
Search Parts by Type
Update Part
Delete Part
List Rev Orgs
Get Rev Org by ID
Create Rev Org
Update Rev Org
List Tags
Get Tag
Create Tag
Delete Tag
Update Tag
List Timeline Entries
Create Timeline Entry
Update Timeline Entry
List Works
Get Spesific Work
Create Work
Update Work
List Accounts
Get a Specific Account
Create Account
Update Account
List Metric Definitions
List SLA Trackers
Get Specific SLA Tracke by ID
Create SLA
Get SLA
List SLAs
Assign SLAs
Update SLA
Transition SLAs
List Articles
Create Article
Get Specific Article
Update Article
Delete Article
Get Atom
List Conversations
Create Conversation
Update Conversation
Delete Conversation
Delete Account
Create Group
List Groups
Add Groups Members
Get a specific Group
List Groups Members
Remove Groups Members
Update Group
List Links
Create Link
Create Rev User
List Rev Users
Get Rev User by ID
Update Rev User
Create Service Account
Get Service Account by ID
List Surveys Responses
List Sys Users
Update Sys User
Create a new Lead in Sangam CRM when Account Created in Devrev
Use this flowCreate Opportunity in Sangam CRM when Account Created in Devrev
Use this flowFetch Module Fields from Sangam CRM when Account Created in Devrev
Use this flowCreate Contact in Sangam CRM when Account Created in Devrev
Use this flowCreate Ticket in Sangam CRM when Account Created in Devrev
Use this flowCreate Company in Sangam CRM when Account Created in Devrev
Use this flowCreate Campaign in Sangam CRM when Account Created in Devrev
Use this flowCreate or Update Lead in Sangam CRM when Account Created in Devrev
Use this flowCreate Or Update Linked Record in Sangam CRM when Account Created in Devrev
Use this flowUpdate an Account in Sangam CRM when Account Created in Devrev
Use this flowSupported Triggers & Actions
Everything you can automate between Sangam CRM and DevRev.
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, set custom fields and next follow-up date.
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 DevRev workflows.
Learn how to automate Sangam CRM and DevRev workflows.
Learn how to automate Sangam CRM and DevRev workflows.
Learn how to automate Sangam CRM and DevRev workflows.
Learn how to automate Sangam CRM and DevRev workflows.
Learn how to automate Sangam CRM and DevRev 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 DevRev
DevRev is an AI-powered platform designed to streamline and enhance the software development and customer relationship management processes. It integrates development and customer support, enabling teams to efficiently manage product development, track issues, and improve customer interactions through AI-driven insights and automation.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and DevRev 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 DevRev 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 DevRev. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in DevRev, and a separate workflow where DevRev 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 DevRev. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and DevRev integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
