Connect Sangam CRM and Swipe One to Build Intelligent Automations
Choose a Trigger
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
Choose an Action
Automatically do this!
- Request a new Action for Swipe One
Enable Integrations or automations with these events of Sangam CRM and Swipe One
Enable Integrations or automations with these events of Sangam CRM and Swipe One
Triggers
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
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 Ticket
Create a new ticket in Sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
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Step by step guides to integrate Sangam CRM and Swipe One
Frequently Asked Questions
To start, connect both your Sangam CRM and Swipe One accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in Swipe One (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in Swipe One. This includes choosing which data fields go into which fields of Swipe One, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and Swipe One 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 Swipe One. 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 Swipe One
Swipe One is a comprehensive payment processing platform designed to streamline transactions for businesses of all sizes. It offers a secure and efficient way to handle payments, ensuring seamless integration with various sales channels. With Swipe One, businesses can manage their financial transactions with ease, providing a reliable solution for both online and offline payment needs.
Learn More
