Connect Teamdeck and Sangam CRM
Integrate Teamdeck with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add booking to Teamdeck when New Lead Created in Sangam CRM
Create Project in Teamdeck when New Lead Created in Sangam CRM
Create Resource in Teamdeck when New Lead Created in Sangam CRM
Create Organization Unit in Teamdeck when New Lead Created in Sangam CRM
Time Entry Resource in Teamdeck when New Lead Created in Sangam CRM
Popular Teamdeck + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Teamdeck
When this happens...
- Request a new Trigger for Teamdeck
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
Update an Account
Search an User
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
Add booking to Teamdeck when New Lead Created in Sangam CRM
Use this flowCreate Project in Teamdeck when New Lead Created in Sangam CRM
Use this flowCreate Resource in Teamdeck when New Lead Created in Sangam CRM
Use this flowCreate Organization Unit in Teamdeck when New Lead Created in Sangam CRM
Use this flowTime Entry Resource in Teamdeck when New Lead Created in Sangam CRM
Use this flowUpdate Project in Teamdeck when New Lead Created in Sangam CRM
Use this flowAdd New MileStone to Teamdeck when New Lead Created in Sangam CRM
Use this flowList Resources on Teamdeck when New Lead Created in Sangam CRM
Use this flowAdd booking to Teamdeck when New Contact Created in Sangam CRM
Use this flowCreate Project in Teamdeck when New Contact Created in Sangam CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Teamdeck and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Task Created
Runs when new task is created
Do thisActions
Action is the task that follows automatically within your Teamdeck integrations.
Add booking
Add a new Booking to the Selected Resource.
Create Project
Creates a new Project in your Organization.
Create Resource
Creates a new rRsource in your Account.
Create Organization Unit
Creates a organization unit.
Time Entry Resource
Add a new time Entry assigned to any Resource within your Organization.
Update Project
Updates an Existing Project.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Teamdeck and Sangam CRM workflows.
Learn how to automate Teamdeck and Sangam CRM workflows.
Learn how to automate Teamdeck and Sangam CRM workflows.
Learn how to automate Teamdeck and Sangam CRM workflows.
Learn how to automate Teamdeck and Sangam CRM workflows.
Learn how to automate Teamdeck and Sangam CRM workflows.
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About Teamdeck
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Teamdeck and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Teamdeck and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where Teamdeck triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in Teamdeck. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Teamdeck and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Teamdeck and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
