Connect SendX and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Contact Created
New List Created
New Tag Created
Choose an Action
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
Ready to use SendX and Sangam CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
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
Do thisActions
Action is the task that follows automatically within your SendX integrations.
Create Contact
Creates a new contact in SendX.
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
Search Contact By Email
Search Contact By Email in Mailtrap.
Create List
Creates a list in SendX.
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Step by step guides to integrate SendX and Sangam CRM
Frequently Asked Questions
To start, connect both your SendX and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SendX triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how SendX 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 SendX 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 SendX 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.
About SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn MoreAbout 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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