Connect SiteSpeakAI and Sangam CRM
Integrate SiteSpeakAI with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Module Fields from Sangam CRM when When a new lead is captured in Sitespeak.ai
Create Company in Sangam CRM when When a new lead is captured in Sitespeak.ai
Create Campaign in Sangam CRM when When a new lead is captured in Sitespeak.ai
Get Lead related contact module data in Sangam-crm when When a new lead is captured in Sitespeak.ai
Add Event Member to Sangam CRM when When a new lead is captured in Sitespeak.ai
Popular SiteSpeakAI + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
SiteSpeakAI
When this happens...
When a new lead is captured
When a new message is added to any conversation
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
Get Account related module data
Get Lead related contact module data
Get Partner Registration related module data
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Fetch Module Fields from Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowCreate Company in Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowCreate Campaign in Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowGet Lead related contact module data in Sangam-crm when When a new lead is captured in Sitespeak.ai
Use this flowAdd Event Member to Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowUpdate Ticket in Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowSearch Leads in Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowList Module Records from Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowList Leads from Sangam CRM when When a new lead is captured in Sitespeak.ai
Use this flowFetch Module Fields from Sangam CRM when When a new message is added to any conversation in SiteSpeakAI
Use this flowSupported Triggers & Actions
Everything you can automate between SiteSpeakAI and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new lead is captured
Runs the workflow automatically whenever the embeddable AI agent on your website captures a new lead.
When a new message is added to any conversation
Runs the workflow automatically whenever a new message is added to any conversation.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
Opportunity Created
Runs when opportunity created
New Ticket Created
Runs when new ticket is created
Do thisActions
Action is the task that follows automatically within your SiteSpeakAI integrations.
List Chatbots
Retrieve the AI chatbots configured for your site so you can view or select them.
Ask the Chatbot
Send a question or message to the website AI chatbot—optionally continue a conversation—and receive a reply in the chosen format.
View Conversation History
Retrieve a chatbot's conversations and messages, with filters for conversation ID, result limit, sort order, and options to include sources or deleted messages.
List Leads
List leads captured by your SiteSpeak AI chatbot.
Create Suggested Answer
Create a suggested answer the AI agent will use for a specific question.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
Learn how to automate SiteSpeakAI and Sangam CRM workflows.
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About SiteSpeakAI
Sitespeak.ai (SiteSpeakAI) provides an embeddable AI agent for websites that’s trained on your site, docs, PDFs, and videos to answer questions, capture leads, book meetings, look up orders, and hand off to humans when needed. It supports 95+ languages, offers deep customization and analytics, and integrates with popular tools (e.g., WhatsApp, HubSpot, Slack, Shopify, WordPress, and Zapier) so the agent can automate real actions—not just replies.
Learn moreSimilar apps
About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SiteSpeakAI and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between SiteSpeakAI and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where SiteSpeakAI triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in SiteSpeakAI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between SiteSpeakAI and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SiteSpeakAI and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
