Sangam CRM

CRM, Sales

DocuSign

Document Management, E-Signature

Integrations Sangam CRM DocuSign

Create integrations between Sangam CRM and DocuSign

Get User Info in Docusign when New Lead in Sangam-crm

Get User Info in Docusign when New Contact in Sangam-crm

Get User Info in Docusign when New Opportunity in Sangam-crm

Get User Info in Docusign when New Ticket in Sangam-crm

Get User Info in Docusign when New Account in Sangam-crm

Get User Info in Docusign when New Task in Sangam-crm

Get User Info in Docusign when New Campaign in Sangam-crm

Get User Info in Docusign when New Quotation in Sangam CRM

Get User Info in Docusign when New Call in Sangam-crm

Get User Info in Docusign when New Contract in Sangam-crm

Actions and Triggers

Actions

Create a lead

Creates a new lead in Sangam CRM.

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Creates a new ticket in sangam CRM.

Create a Company

Creates a new comppany in sangam CRM.

Triggers

New Lead

Trigger when new lead is created

New Contact

Trigger when new contact is created

New Opportunity

Triggerv when new opportunity is created

New Ticket

Trigger when new tickey=t is created

New Account

Trigger when new account is created

New Task

Trigger when new task is created

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About DocuSign

DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.

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