Create integrations between Sangam CRM and your favorite App
Create Task Attachment in Clickup when New Template in Sangam CRM
Create Task Attachment in Clickup when New Attachment in Sangam-crm
Create Task Attachment in Clickup when New Reports in Sangam-crm
Create Task Attachment in Clickup when New Holiday in Sangam CRM
Create Task Attachment in Clickup when New Product in Sangam CRM
Create Task Attachment in Clickup when New Contract in Sangam-crm
Create Task Attachment in Clickup when New Call in Sangam-crm
Create Task Attachment in Clickup when New Quotation in Sangam CRM
Create Task Attachment in Clickup when New Campaign in Sangam-crm
Create Task Attachment in Clickup when New Task in Sangam-crm
Create Task Attachment in Clickup when New Account in Sangam-crm
Create Task Attachment in Clickup when New Ticket in Sangam-crm
Create Task Attachment in Clickup when New Opportunity in Sangam-crm
Create Task Attachment in Clickup when New Contact in Sangam-crm
Create Task Attachment in Clickup when New Lead in Sangam-crm
Create an Organization in Zendesk-support when New Template in Sangam CRM
Create an Organization in Zendesk-support when New Attachment in Sangam-crm
Create an Organization in Zendesk-support when New Reports in Sangam-crm
Create an Organization in Zendesk-support when New Holiday in Sangam CRM
Create an Organization in Zendesk-support when New Product in Sangam CRM
Create an Organization in Zendesk-support when New Contract in Sangam-crm
Create an Organization in Zendesk-support when New Call in Sangam-crm
Create an Organization in Zendesk-support when New Quotation in Sangam CRM
Create an Organization in Zendesk-support when New Campaign in Sangam-crm
Create an Organization in Zendesk-support when New Task in Sangam-crm
Create an Organization in Zendesk-support when New Account in Sangam-crm
Create an Organization in Zendesk-support when New Ticket in Sangam-crm
Create an Organization in Zendesk-support when New Opportunity in Sangam-crm
Create an Organization in Zendesk-support when New Contact in Sangam-crm
Update a Database item in Notion when New Template in Sangam CRM
Update a Database item in Notion when New Attachment in Sangam-crm
Update a Database item in Notion when New Reports in Sangam-crm
Update a Database item in Notion when New Holiday in Sangam CRM
Update a Database item in Notion when New Product in Sangam CRM
Update a Database item in Notion when New Contract in Sangam-crm
Update a Database item in Notion when New Call in Sangam-crm
Update a Database item in Notion when New Quotation in Sangam CRM
Update a Database item in Notion when New Campaign in Sangam-crm
Update a Database item in Notion when New Task in Sangam-crm
Update a Database item in Notion when New Account in Sangam-crm
Update a Database item in Notion when New Ticket in Sangam-crm
Update a Database item in Notion when New Opportunity in Sangam-crm
Update a Database item in Notion when New Contact in Sangam-crm
Create an Organization in Zendesk-support when New Lead in Sangam-crm
Update a Database item in Notion when New Lead in Sangam-crm
Purge Cached Content in Cloudflare when New Template in Sangam CRM
Purge Cached Content in Cloudflare when New Attachment in Sangam-crm
Purge Cached Content in Cloudflare when New Reports in Sangam-crm
Purge Cached Content in Cloudflare when New Holiday in Sangam CRM
Purge Cached Content in Cloudflare when New Product in Sangam CRM
Purge Cached Content in Cloudflare when New Contract in Sangam-crm
Purge Cached Content in Cloudflare when New Call in Sangam-crm
Purge Cached Content in Cloudflare when New Quotation in Sangam CRM
Purge Cached Content in Cloudflare when New Campaign in Sangam-crm
Purge Cached Content in Cloudflare when New Task in Sangam-crm
Purge Cached Content in Cloudflare when New Account in Sangam-crm
Purge Cached Content in Cloudflare when New Ticket in Sangam-crm
Purge Cached Content in Cloudflare when New Opportunity in Sangam-crm
Purge Cached Content in Cloudflare when New Contact in Sangam-crm
Integrate with specific service
Sangam CRM
Actions and Triggers
Triggers
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
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
Insert or Update Data With Linking Module
Insert or Update Data With Linking Module
List all enabled module
List all enabled module
Use Cases
- Enhance Financial and ERP Systems
- Improve Customer Communication Channels
- Optimize Lead Management
- Enhance Data Analysis and Reporting
- Streamline Email and Calendar Management
- Leverage Social Media Integration
- Simplify Payment Processing
Enhance Financial and ERP Systems
- Integrate Sangam CRM with Tally to unify financial and customer data. Example: Sync customer invoices and payment records between Sangam CRM and Tally, ensuring accurate financial reporting and streamlined accounting processes.
- Integrate Sangam CRM with SAP ERP to enhance enterprise resource planning. Example: Share customer order information between Sangam CRM and SAP, facilitating efficient order processing and inventory management.
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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.
Integrations run at
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