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Create integrations between Sangam CRM and Way We Do
Complete a Checklist Step in Way We Do when New Contact Created in Sangam CRM
Add a Checklist Comment to Way We Do when New Contact Created in Sangam CRM
Start Checklist Instance in Way We Do when New Contact Created in Sangam CRM
Find a Checklist Instance by ID in Way We Do when New Contact Created in Sangam CRM
Find a Procedure by Title in Way-we-do when New Contact Created in Sangam CRM
Find a Procedure or Checklist by ID in Way We Do when New Contact Created in Sangam CRM
Add a New User to Way We Do when New Opportunity Created in Sangam CRM
Complete a Checklist Step in Way We Do when New Opportunity Created in Sangam CRM
Add a Checklist Comment to Way We Do when New Opportunity Created in Sangam CRM
Start Checklist Instance in Way We Do when New Opportunity 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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn More
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