
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 a Contact
Find a Contact
Check for Text Replies
Update a Contact
Add a Contact to Sales Dialer Campaign
Delete a Contact From Sales Dialer Campaign
Find a Contact in Sales Dialer
Get all Campaigns
Send a Multimedia Text Message
Send Text Message
Get all Threads
Search Threads
List All Webhooks
Search Campaign
Search User
Search Campaign Contacts
Create Campaign
Search Calls Details
Create an Appointment
List all templates
Explore more automations built by businesses and experts
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.
Creates a new lead in Sangam CRM.
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.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

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 JustCall accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in JustCall (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in JustCall. This includes choosing which data fields go into which fields of JustCall, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and JustCall 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 JustCall. 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 MoreJustCall is a cloud-based phone system designed for businesses to manage customer communication through features like call forwarding, SMS, and IVR. It integrates with various CRM platforms, supporting remote teams and enhancing productivity.
Learn More