
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
New Opportunity Updated
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
Record Is Created Or Updated In a Module

Automatically do this!
Find Affiliation
Find Affiliation Request
Find Checkout
Find Coupon
Find Customer
Get Orders
Find Manual Payment Method
Find Payout
Find Price
Find Product
Find Promotion
Find Referral
Get Subscriptions
Get Account Details
Retrieves price
Update Price
Duplicate Prices
Retrieve Order Protocol
Retrieve Brands
Retrieves account's custome
Retrieves details of the current account
Get details of the current account abandoned
Retrieves account's affiliation protocol
Retrieves current account's tax protocol
Retrieves account's subscription protocol
Retrieves account's customer notification protocol
Retrieves current account's portal protocol
Update Account
Update Brand
Creates Display Currency
Create Export
Creates Transaction Balance
Creates Verification Code
Create Coupon
Creates Download
Create Product Group
Create Promotion
Create Customer
Create Affiliation
Create a Referral
Update a Referral
Approve Referral
Create Tax Override
Updates Tax Override
Creates Cancellation Reason
Update a Cancellation Reason
Update Shipping Protocol
Deactivate Affiliation
Activate Affiliation
Create Manual Payment Method
Update Manual Payment Method
Update Customer Notification
Update a Download
Delete Download
Delete Customer
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when a new lead is created.
Trigger when new contact is created
Runs when opportunity created
Runs when new ticket is created
Runs when new account is created
Runs when new task is created
Action is the task that follows automatically within your Sangam CRM integrations.
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Adds a new opportunity Sangam CRM.
Fetch all fields available in specific module
Creates a new contact in Sangam CRM.
Create a new ticket in Sangam CRM.
Creates a new comppany in sangam CRM.

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To start, connect both your Sangam CRM and SureCart accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in SureCart (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in SureCart. This includes choosing which data fields go into which fields of SureCart, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and SureCart 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 SureCart. 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.
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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