Create integrations between Sangam CRM and Plane.so
Add a Project in Planeso when New Lead Created in Sangam CRM
Fetch all projects from Plane.so when New Lead Created in Sangam CRM
Get Project Details in Planeso when New Lead Created in Sangam CRM
Update project details in Planeso when New Lead Created in Sangam CRM
Create an Issue in Planeso when New Lead Created in Sangam CRM
Retrieve Project Issues in Planeso when New Lead Created in Sangam CRM
Get a issue details in Planeso when New Lead Created in Sangam CRM
Delete an issue in Planeso when New Lead Created in Sangam CRM
Add a Project in Planeso when New Contact Created in Sangam CRM
Fetch all projects from Plane.so when New Contact Created in Sangam CRM
Actions and Triggers
When this happensTriggers
New Lead Created
Trigger 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
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger when new task is created
Do thisActions
Create a new 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.
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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 Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Learn More
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