Integrate Sangam CRM with your favorite apps
Easily connect Sangam CRM with the apps you use every day. Pick from thousands of available Sangam CRM integrations or customize
new ones through our automation platform.
Ready to use Sangam CRM automations
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Triggers and Actions in Sangam CRM Automations
viaSocket makes it simple to connect Sangam CRM and automate repetitive tasks.
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.
How to get started with Sangam CRM automations
Automate when something happens in Sangam CRM
Login -> Create new flow -> Select trigger -> Search Sangam CRM -> Choose the trigger from the list
Take action in Sangam CRM when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Sangam CRM -> Choose the action from the list
Trigger
Action
Real-world use cases of Sangam CRM integrations
See how Sangam CRM integrates with popular apps to automate tasks and streamline your workflow.
- Integrate sangam-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and sangam-crm databases.
- Integrate sangam-crm with MySQL to automatically sync records, facilitating seamless data exchange between sangam-crm and your SQL databases.
Step by step guides to integrate Sangam CRM
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Frequently Asked Questions
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 More
About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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