Connect Sangam CRM and Favro to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact Created
New Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Reports Created
New Attachment Created
New Template Created
New Lead Updated
New Contact Updated
New Opportunity Updated
New Contract Updated
New Ticket Updated
New Account Updated
New Task Updated
New Campaign Updated
New Quotation Updated
New Call Updated
New Product Updated
New Holiday Updated
New Report Updated
New Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Choose an Action
Automatically do this!
Create Card
Create Tag
Update Tag
Delete Tag
Create Column
Update Column
Delete Column
Update Collection
Delete Collection
Create Collection
Update Card
Delete Card
List Collections
Ready to use Sangam CRM and Favro automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger 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 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.
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Step by step guides to integrate Sangam CRM and Favro
Frequently Asked Questions
To start, connect both your Sangam CRM and Favro accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Favro (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in Favro. This includes choosing which data fields go into which fields of Favro, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and Favro typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Sangam CRM and Favro. 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.
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.
Learn MoreAbout Favro
Plan a wedding, build an award winning video game or even send a rocket into space. Favro helps you manage everything from the smallest task, to the most advanced project.
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