
When this happens...
New Contact
Contact Updated
Contact Tags Changed
Message Sent
Message Status Updated

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
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new contact is created in SuperPhone.
Triggers when a specific contact is updated.
Triggers when a contact tags is changed in SuperPhone.
Triggers when a new message is sent in SuperPhone.
Triggers when a specific message is updated.
Trigger when new lead is created
Action is the task that follows automatically within your SuperPhone integrations.
Creates a new contact in SuperPhone.
Add a custom contribution to a SuperPhone contact.
Sends a message to your contact with optional files.
Update a contact details in SuperPhone.
Find a contact by Contact ID or email and return its details.
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your SuperPhone and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperPhone triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how SuperPhone 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 SuperPhone 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 SuperPhone 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.
SuperPhone is a text marketing platform with broadcasts and 1-to-1 chat to help grow your text marketing channel.
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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