Connect Sangam CRM and Quo
Integrate Sangam CRM with Quo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Call Recordings from Quo when New Lead Created in Sangam CRM
Get Call Details from Quo when New Lead Created in Sangam CRM
Call Summary in Quo when New Lead Created in Sangam CRM
Get Call Transcript from Quo when New Lead Created in Sangam CRM
Get Call Voicemail from Quo when New Lead Created in Sangam CRM
Popular Sangam CRM + Quo flows
Start from a real workflow other teams are already running.
Choose a trigger
Sangam CRM
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 Created Or Updated
Choose an action
Quo
Automatically do this!
Get Call Recordings
Get Call Details
Call Summary
Get Call Transcript
Get Call Voicemail
Send SMS
Get Message by ID
Add or update contact
Get phone numbers
Get call history
List Conversations
List Messages
Get Call Recordings from Quo when New Lead Created in Sangam CRM
Use this flowGet Call Details from Quo when New Lead Created in Sangam CRM
Use this flowCall Summary in Quo when New Lead Created in Sangam CRM
Use this flowGet Call Transcript from Quo when New Lead Created in Sangam CRM
Use this flowGet Call Voicemail from Quo when New Lead Created in Sangam CRM
Use this flowSend SMS via Quo when New Lead Created in Sangam CRM
Use this flowGet Message by ID from Quo when New Lead Created in Sangam CRM
Use this flowAdd or update contact in Quo when New Lead Created in Sangam CRM
Use this flowGet phone numbers from Quo when New Lead Created in Sangam CRM
Use this flowGet call history from Quo when New Lead Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Sangam CRM and Quo.
When this happensTriggers
A trigger is an event that starts a workflow.
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
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 Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Sangam CRM and Quo workflows.
Learn how to automate Sangam CRM and Quo workflows.
Learn how to automate Sangam CRM and Quo workflows.
Learn how to automate Sangam CRM and Quo workflows.
Learn how to automate Sangam CRM and Quo workflows.
Learn how to automate Sangam CRM and Quo workflows.
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About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
About Quo
QUO is a new phone for business. It comes with powerful calling, messaging, and a lightweight CRM.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Sangam CRM and Quo accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Sangam CRM and Quo as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Quo. No coding required.
Yes. You can set up a workflow where Sangam CRM triggers actions in Quo, and a separate workflow where Quo triggers actions in Sangam CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Sangam CRM and Quo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Sangam CRM and Quo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
