Connect Sangam CRM and zixflow to Build Intelligent Automations

Choose a Trigger

Sangam CRM

When this happens...

Choose an Action

zixflow

Automatically do this!

Enable Integrations or automations with these events of Sangam CRM and zixflow

Enable Integrations or automations with these events of Sangam CRM and zixflow

Triggers

New Lead Created

New Lead Created

Trigger when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is created

New Ticket Created

New Ticket Created

Trigger when new tickey=t is created

New Account Created

New Account Created

Trigger when new account is created

New Task Created

New Task Created

Trigger when new task is created

Actions

Create a new Lead

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

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Create a Ticket

Creates a new ticket in sangam CRM.

Create a Company

Create a Company

Creates a new comppany in sangam CRM.

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Step by step guides to integrate Sangam CRM and zixflow

Frequently Asked Questions

How do I start an integration between Sangam CRM and zixflow?

To start, connect both your Sangam CRM and zixflow accounts to viaSocket. Once connected, you can set up a workflow where an event in Sangam CRM triggers actions in zixflow (or vice versa).

Can we customize how data from Sangam CRM is recorded in zixflow?

Absolutely. You can customize how Sangam CRM data is recorded in zixflow. This includes choosing which data fields go into which fields of zixflow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Sangam CRM and zixflow?

The data sync between Sangam CRM and zixflow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Sangam CRM to zixflow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Sangam CRM and zixflow?

Yes, you can set conditional logic to control the flow of data between Sangam CRM and zixflow. 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

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.

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zixflow

About zixflow

Zixflow is your all-in-one workspace to help you drive success. Craft your own CRM, workflow automation, and engagement via email, SMS, or WhatsApp.

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