
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

Automatically do this!
Create Contact
Create Account
Add Contact Handle
Add Comment
Remove Conversation Links
Import Message
Assign Conversation
Add Conversation Link
Add Conversation Tags
Create Draft
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new lead is created
Trigger when new contact is created
Triggerv when new opportunity is created
Trigger when new tickey=t is created
Trigger when new account is created
Trigger when new task is created
Action is the task that follows automatically within your Sangam CRM integrations.
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Adds a new opportunity Sangam CRM.
Fetch all fields available in specific module
Creates a new contact in Sangam CRM.
Creates a new ticket in sangam CRM.
Creates a new comppany in sangam CRM.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Sangam CRM and Front accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Front (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in Front. This includes choosing which data fields go into which fields of Front, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and Front 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 Front. 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 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 MoreFront is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.
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