Connect Tactiq and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Transcript Is Ready
Choose an Action
Automatically do this!
Create a new Lead
Create Opportunity
Fetch all available fields in a specific module
Create Contact
Create Ticket
Create Company
Create Campaign
Update a lead
Create Or Update Linked Record
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
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Ready to use Tactiq and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Transcript Is Ready
Runs when transcript is ready
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
New Account Created
Runs when new account is created
Do thisActions
Action is the task that follows automatically within your Tactiq integrations.
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 a new sales opportunity
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create Contact
Creates a new contact in CRM
Create Ticket
Create a new ticket
Create Company
Create a new company record
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Step by step guides to integrate Tactiq and Sangam CRM
Frequently Asked Questions
To start, connect both your Tactiq and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Tactiq triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Tactiq 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 Tactiq 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 Tactiq 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.
About Tactiq
Tactiq is a powerful tool designed to enhance your meeting productivity by providing real-time transcription and note-taking capabilities. It seamlessly integrates with popular video conferencing platforms, allowing users to capture and share meeting insights effortlessly. With Tactiq, you can ensure that no important detail is missed during your meetings, making it an essential tool for professionals who rely on accurate and efficient communication.
Learn MoreAbout 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.
Learn More
