Connect Sangam CRM and Loyverse 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 Is Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Report Is Created
New Attachment Is Created
New Template Created
New Lead Updated
Contact Updated
New Opportunity Updated
Existing Contract Updated
Ticket Is Updated
Existing Account Is Updated
Task Is Updated
Campaign Updated
Quotation Updated
Call Is Updated
Existing Product Is Updated
Holiday Is Updated
Report Is Updated
Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Choose an Action
Automatically do this!
Get Customers list
Create or Update Customer
Create or Update Category
Create or Update Discounts
Create or Update Supplier
Create or Update POS Device
Create or Update Tax
Upload Image
Get Single Tax
Get Single Supplier
Get Single Store
Get Single Item
Get Single Modifier
Get Single Employee
Get Single Discount
Get Single Customer
Get Single Category
Delete Category
Delete Customer
Delete Discount
Delete Tax
Get Single Variant
Delete Supplier
Get Single POS Device
Delete POS Device
Get Single Payment Type
Delete Modifier
Delete Item
Get merchant information
Get a list of Categories
Get a list of Discounts
Get a list of Employees
Get a list of Items Variants
Get a list of Items
Get a list of Modifiers
Get a list of Payment Types
Get a list of POS Devices
Get a list of Receipts
Get a list of Shifts
Get a list of Stores
Get a list of suppliers
Get List of Taxes
Get a list of webhooks
Create or Update Modifier
Get single Receipt
Get a Single Shift
Create Single Item
Update Inventory Levels
Create Sales Receipt
Create Refund Receipt
Get a list of nventory Items
Get Single Webhook
Create or Update Webhook
Delete Image
Create or Update Variant
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Created
Runs 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
Runs when new ticket is created
New Account Created
Runs when new account is created
New Task Created
Runs 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 Ticket
Create 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 Loyverse
Frequently Asked Questions
To start, connect both your Sangam CRM and Loyverse accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Loyverse (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in Loyverse. This includes choosing which data fields go into which fields of Loyverse, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and Loyverse 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 Loyverse. 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 Loyverse
Loyverse is a cloud-based POS suite that turns smartphones and tablets into full point-of-sale systems, combining sales, inventory, and employee management with built-in loyalty features for retail and hospitality. It supports multi-store operations, offline sales, barcode scanning, and integrations, enabling real-time analytics and customer engagement from one account.
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