Create integrations between Sangam CRM and Heartbeat
Fetch all available fields in a specific module in Sangam-crm when On group join in Heartbeat
Update a lead in Sangam-crm when New Event Rsvp for a new event RSVP in Heartbeat
Insert or Update Data With Linking Module in Sangam-crm when New or Updated User in Heartbeat
Add user to group in Heartbeat when New Contact in Sangam-crm
Create a Group in Heartbeat when New Contact in Sangam-crm
Remove User from Group in Heartbeat when New Contact in Sangam-crm
Find User in Heartbeat when New Contact in Sangam-crm
Create a Channel in Heartbeat when New Contact in Sangam-crm
Create a Thread in Heartbeat when New Contact in Sangam-crm
Create a Comment in Heartbeat when New Contact in Sangam-crm
Automate anything with heartbeat & sangam-crm Integrations!
When this happens
Triggers
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Course completed
Triggers when course is completed
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
New Campaign
Trigger when new campaign is created
New Quotation
Trigger when new quotation is created
New Call
Trigger when new call is created
New Contract
Trigger when new contract is created
New Product
Trigger when new product is created
New Holiday
Trigger when new holiday is created
New Reports
Trigger when new reports is created
New Attachment
Trigger when new attchment is created
New Template
Trigger when new template is created
Do this
Actions
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
Create a Comment
Creates a new comment in your community.
Create a Event
Creates a new Event in your Heartbeat community
Deactivate User
Remove a user from the Heartbeat community. The user will no longer have access to the community.
Invite Users
Create an invitation link in the Heartbeat community for users to join. Pre-approved links are automatically accepted.
Send Direct Message
Send a new direct message in your community.
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.
Create a Campaign
Creates a new campaign in sangam CRM
Update a lead
Update lead using name, email or mobile number or provide email id
Insert or Update Data With Linking Module
Insert or Update Data With Linking Module
List all enabled module
List all enabled module
Know More About
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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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