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Sangam CRM + HubSpot

Connect Sangam CRM and HubSpot to Build Intelligent Automations

Choose a Trigger

Sangam CRM

When this happens...

Choose an Action

HubSpot

Automatically do this!

Ready to use Sangam CRM and HubSpot automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead Created

New Lead Created

Trigger when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

New Ticket Created

Trigger when new tickey=t is created

New Account Created

New Account Created

Trigger when new account is created

New Task 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

Create a new lead

Creates a new lead in Sangam CRM.

Create an opportunity

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Create a Ticket

Creates a new ticket in sangam CRM.

Create a Company

Create a Company

Creates a new comppany in sangam CRM.

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Step by step guides to integrate Sangam CRM and HubSpot

Frequently Asked Questions

How do I start an integration between Sangam CRM and HubSpot?

To start, connect both your Sangam CRM and HubSpot accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in HubSpot (or vice versa).

Can we customize how data from Sangam CRM is recorded in HubSpot?

Absolutely. You can customize how Sangam CRM data is recorded in HubSpot. This includes choosing which data fields go into which fields of HubSpot, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sangam CRM and HubSpot?

The data sync between Sangam CRM and HubSpot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sangam CRM to HubSpot?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sangam CRM and HubSpot?

Yes, you can set conditional logic to control the flow of data between Sangam CRM and HubSpot. 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

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.

CRMSales
Learn More
HubSpot

About HubSpot

HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.

Marketing Automation
Learn More

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