Connect snapADDY and Sangam CRM to Build Intelligent Automations

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snapADDY

When this happens...

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Sangam CRM

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Ready to use snapADDY and Sangam CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Get new contacts

Get new contacts

Retrieve contacts added to a specified contact list since the last run, returning the newest first.

New Lead Created

New Lead Created

Runs when a new lead is created.

New Contact Created

New Contact Created

Trigger when new contact is created

Opportunity Created

Opportunity Created

Runs when opportunity created

New Ticket Created

New Ticket Created

Runs when new ticket is created

New Account Created

New Account Created

Runs when new account is created

Do thisActions

Action is the task that follows automatically within your snapADDY integrations.

Create Contact Item

Create Contact Item

Add a new contact to a selected snapADDY contact list with personal, company, contact details, optional images, and custom fields.

Update contact

Update contact

Update an existing contact in the selected SnapADDY contact list.

Retrieve contacts from contact list

Retrieve contacts from contact list

Get all contacts in a contact list and optionally return only the fields you select.

Create a new Lead

Create a new Lead

Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

Create Opportunity

Create Opportunity

Create a new sales opportunity

Fetch Module Fields

Fetch Module Fields

Get all fields for a module

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Step by step guides to integrate snapADDY and Sangam CRM

Frequently Asked Questions

How do I start an integration between snapADDY and Sangam CRM?

To start, connect both your snapADDY and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in snapADDY triggers actions in Sangam CRM (or vice versa).

Can we customize how data from snapADDY is recorded in Sangam CRM?

Absolutely. You can customize how snapADDY 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.

How often does the data sync between snapADDY and Sangam CRM?

The data sync between snapADDY and Sangam CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from snapADDY to Sangam CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between snapADDY and Sangam CRM?

Yes, you can set conditional logic to control the flow of data between snapADDY 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.

snapADDY

About snapADDY

snapADDY is a powerful tool designed to streamline contact management and data collection processes. It helps businesses efficiently capture and organize contact information, making it easier to manage leads and customer relationships.

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Sangam CRM

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