Connect Sangam CRM and Splashtop to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Created
New Contact Created
New Opportunity Created
New Ticket Created
New Account Created
New Task Created
New Campaign Created
New Quotation Created
New Call Created
New Contract Created
New Product Created
New Holiday Created
New Reports Created
New Attachment Created
New Template Created
New Lead Updated
New Contact Updated
New Opportunity Updated
New Contract Updated
New Ticket Updated
New Account Updated
New Task Updated
New Campaign Updated
New Quotation Updated
New Call Updated
New Product Updated
New Holiday Updated
New Report Updated
New Attachment Updated
New Template Updated
New Partner Registration created
Existing Partner registeration is Updated
Choose an Action
Automatically do this!
- Request a new Action for Splashtop
Enable Integrations or automations with these events of Sangam CRM and Splashtop
Enable Integrations or automations with these events of Sangam CRM and Splashtop
Triggers
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
Actions
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 a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
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- Send for Approval acceptCreate Entry of expensesAdd Step
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- has responseSendDMMessageAdd Step
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Step by step guides to integrate Sangam CRM and Splashtop
Frequently Asked Questions
To start, connect both your Sangam CRM and Splashtop accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Splashtop (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in Splashtop. This includes choosing which data fields go into which fields of Splashtop, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and Splashtop 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 Splashtop. 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 Splashtop
Splashtop is a leading remote access and remote support solution that allows users to access their computers and devices from anywhere, at any time. It is designed for both personal and business use, providing high-performance remote desktop access, support, and collaboration tools. Splashtop is known for its secure, reliable, and easy-to-use platform, making it a popular choice for IT professionals, support teams, and individuals who need to access their workstations remotely.
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