Connect Seven Time and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
New Project
New Time Log
New Work Order
New Task
New Contact Person
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 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
Create Event Member
Update a Ticket
Ready to use Seven Time and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created in Seven Time.
New Project
Triggers when a new project is created in Seven Time.
New Time Log
Triggers when a new time log is created in Seven Time.
New Work Order
Triggers when a new work order is created in Seven Time.
New Task
Triggers when a new task is created in Seven Time.
New Contact Person
Triggers when a new contact person is created.
Do thisActions
Action is the task that follows automatically within your Seven Time integrations.
Create Contact Person
Creates a Contact Person in Seven Time.
Create Task
Create Task in Seven Time
Create Work Order
Creates a work order in Seven Time.
Create Time Log
Creates a time log in Seven Time.
Create Project
Creates a new project in Seven Time.
Update Customer
Update customer in Seven Time.
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Step by step guides to integrate Seven Time and Sangam CRM
Frequently Asked Questions
To start, connect both your Seven Time and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Seven Time triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Seven Time 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 Seven Time 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 Seven Time 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 Seven Time
Seven Time is a comprehensive time tracking and project management tool designed to help businesses and teams efficiently manage their time and resources. It offers features such as time tracking, project management, invoicing, and reporting, making it an ideal solution for businesses looking to streamline their operations and improve productivity.
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.
Learn More
