Connect Systeme.io and Sangam CRM to Build Intelligent Automations

Choose a Trigger

Systeme.io

When this happens...

Choose an Action

Sangam CRM

Automatically do this!

Ready to use Systeme.io and Sangam CRM automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when a new contact is created.

New Lead Created

New Lead Created

Runs when new lead is created

New Contact Created

New Contact Created

Trigger when new contact is created

New Opportunity Created

New Opportunity Created

Triggerv when new opportunity is 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 Systeme.io integrations.

Assign a Tag to a Contact

Assign a Tag to a Contact

Assigns a Tag to a Contact.

Create/Update a Contact

Create/Update a Contact

Create or Update contact by Email.

Search Contact by Email

Search Contact by Email

Get a contact by email.

Grant access to course

Grant access to course

Grants access to a existing course.

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 an opportunity

Create an opportunity

Adds a new opportunity Sangam CRM.

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Step by step guides to integrate Systeme.io and Sangam CRM

Frequently Asked Questions

How do I start an integration between Systeme.io and Sangam CRM?

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

Can we customize how data from Systeme.io is recorded in Sangam CRM?

Absolutely. You can customize how Systeme.io 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 Systeme.io and Sangam CRM?

The data sync between Systeme.io 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 Systeme.io 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 Systeme.io and Sangam CRM?

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

Systeme.io

About Systeme.io

Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.

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Sangam CRM

About 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.

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