Connect Sangam CRM and YCloud 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!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
Ready to use Sangam CRM and YCloud automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Sangam CRM integrations.
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.
Know More About Sangam Crm and Ycloud Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Step by step guides to integrate Sangam CRM and YCloud
Frequently Asked Questions
To start, connect both your Sangam CRM and YCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in YCloud (or vice versa).
Absolutely. You can customize how Sangam CRM data is recorded in YCloud. This includes choosing which data fields go into which fields of YCloud, setting up custom formats, and filtering out unwanted information.
The data sync between Sangam CRM and YCloud 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 YCloud. 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 YCloud
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.