Create integrations between Sangam CRM and Plane.so
Create a lead in Sangam-crm when New Issue Created in Plane.so
Create an opportunity in Sangam-crm when New Issue Created in Plane.so
Fetch all available fields in a specific module in Sangam-crm when New Issue Created in Plane.so
Create a Contact in Sangam-crm when New Issue Created in Plane.so
Create a Ticket in Sangam-crm when New Issue Created in Plane.so
Create a Company in Sangam-crm when New Issue Created in Plane.so
Create a Campaign in Sangam-crm when New Issue Created in Plane.so
Update a lead in Sangam-crm when New Issue Created in Plane.so
Insert or Update Data With Linking Module in Sangam-crm when New Issue Created in Plane.so
List all enabled module in Sangam CRM when New Issue Created in Plane.so
Automate anything with plane.so & sangam-crm Integrations!
When this happens
Triggers
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
New Campaign
Trigger when new campaign is created
New Quotation
Trigger when new quotation is created
New Call
Trigger when new call is created
New Contract
Trigger when new contract is created
New Product
Trigger when new product is created
New Holiday
Trigger when new holiday is created
New Reports
Trigger when new reports is created
New Attachment
Trigger when new attchment is created
New Template
Trigger when new template is created
Do this
Actions
Add a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
Get a issue details
Retrieves detailed information about a specific issue within a project.
Delete an issue
Deletes a specified issue from a project.
Create a lead
Creates a new lead in Sangam CRM.
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 a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
Create a Campaign
Creates a new campaign in sangam CRM
Update a lead
Update lead using name, email or mobile number or provide email id
Insert or Update Data With Linking Module
Insert or Update Data With Linking Module
List all enabled module
List all enabled module
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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.
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