Create integrations between Sangam CRM and Way We Do
Create a lead in Sangam-crm when New Comment in Way We Do
Create an opportunity in Sangam-crm when New Comment in Way We Do
Fetch all available fields in a specific module in Sangam-crm when New Comment in Way We Do
Create a Contact in Sangam-crm when New Comment in Way We Do
Create a Ticket in Sangam-crm when New Comment in Way We Do
Create a Company in Sangam-crm when New Comment in Way We Do
Create a Campaign in Sangam-crm when New Comment in Way We Do
Update a lead in Sangam-crm when New Comment in Way We Do
Create a lead in Sangam-crm when Checklist Started in Way-we-do
Create an opportunity in Sangam-crm when Checklist Started in Way-we-do
Automate anything with way-we-do & sangam-crm Integrations!
When this happens
Triggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
New Lead
Trigger when new lead is created
New Contact
Trigger when new contact is created
New Opportunity
Triggerv when new opportunity is created
New Ticket
Trigger when new tickey=t is created
New Account
Trigger when new account is created
New Task
Trigger when new task is created
New Campaign
Trigger when new campaign is created
New Quotation
Trigger when new quotation is created
New Call
Trigger when new call is created
New Contract
Trigger when new contract is created
New Product
Trigger when new product is created
New Holiday
Trigger when new holiday is created
New Reports
Trigger when new reports is created
New Attachment
Trigger when new attchment is created
New Template
Trigger when new template is created
Do this
Actions
Create a 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.
Create a Campaign
Creates a new campaign in sangam CRM
Update a lead
Update lead using name, email or mobile number or provide email id
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
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.
Integrations run at
