Connect Timesheet and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Project
New Task
New Team
New Rate
New Tag
Choose an Action
Automatically do this!
Create a new Lead
Create an opportunity
Fetch all available fields in a specific module
Create a Contact
Create 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
Create Event Member
Update a Ticket
Ready to use Timesheet and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
New Team
Triggers when a new team is created.
New Rate
Triggers when a new rate is created.
New Tag
Triggers when a new tags is created.
New Lead Created
Runs when a new lead is created.
Do thisActions
Action is the task that follows automatically within your Timesheet integrations.
Create a Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
Create a Tag
Create a new tag.
Create a Project
Creates a new project.
Update a Project
Update an existing project.
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Step by step guides to integrate Timesheet and Sangam CRM
Frequently Asked Questions
To start, connect both your Timesheet and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Timesheet triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Timesheet 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 Timesheet 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 Timesheet 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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
