
When this happens...
New Message Arrives
New User Joined or Updated in Your Org
New Message Posted
New Thread Message
New member join/leave or updated in channel
New Mention

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
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when new message arrives
Triggers when a new user join workspace.
Runs when new message posted.
Runs when new thread message
Triggers when a user joins, leaves, or updates their profile in the selected Slack channel.
Runs when someone mentions your Slack app or user in a channel you belong to.
Action is the task that follows automatically within your Slack integrations.
Post or schedule a message
Collect approval or form responses
Send Block, buttons, or slack form using AI
Open Model as a response or any BlockKit action
Update your open or any other chat message using messageTs
Post a reply to an existing Slack thread. Supports immediate or scheduled delivery,

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To start, connect both your Slack and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Slack triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Slack 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 Slack 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 Slack 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.
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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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