Connect Sangam CRM and M1 Finance to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact Created
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
Opportunity Updates
Existing Contract Updated
Ticket Is Updated
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
Lead Created Or Updated
Record Is Created Or Updated In a Module
Choose an Action
Automatically do this!
- Request a new Action for M1 Finance
Enable Integrations or automations with these events of Sangam CRM and M1 Finance
Enable Integrations or automations with these events of Sangam CRM and M1 Finance
Triggers
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity 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
Actions
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
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Step by step guides to integrate Sangam CRM and M1 Finance
Frequently Asked Questions
To start, connect both your Sangam CRM and M1 Finance accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in M1 Finance (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in M1 Finance. This includes choosing which data fields go into which fields of M1 Finance, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and M1 Finance 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 M1 Finance. 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 M1 Finance
M1 Finance is a comprehensive financial platform that combines investing, borrowing, and spending in one place. It offers users the ability to create custom investment portfolios, access low-cost borrowing, and manage their finances with ease. With its intuitive interface and automated features, M1 Finance empowers individuals to take control of their financial future.
Learn More
