When this happens...

Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create a Ticket
Create a Company
Create a Campaign
Update a lead
Insert or Update Data With Linking Module
Update an Account
Search an User
Create lead
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when new lead is created
Trigger when new contact is created
Triggerv when new opportunity is created
Trigger when new tickey=t is created
Trigger when new account is created
Trigger when new task is created
Action is the task that follows automatically within your Scanova integrations.
Create a new Dynamic Website URL QR Code in your Scanova account.
Delete any QR Code from your Scanova account
Update a Website URL QR Code in your Scanova account.
Send an email invite to add a new user with a selected role.
Remove an existing user from your Scanova account
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Scanova and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Scanova triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Scanova data is recorded in Sangam CRM. This includes choosing which data fields go into which fields of Sangam CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Scanova and Sangam CRM 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 Scanova and Sangam CRM. 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.
Scanova is a leading platform for creating and managing QR codes, offering businesses innovative solutions for marketing and customer engagement.
Learn MoreSangam 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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