Connect Toodledo and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Note
New Task
New Task in Context
New Task in Folder
New Completed Task
New Starred Task
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 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
Ready to use Toodledo and Sangam CRM automations
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Note
Triggers when new note is Created.
New Task
Triggers when new Tasks is Created.
New Task in Context
Triggers when New Task is Created in Context.
New Task in Folder
Triggers when New Task is Created in Specific Folder.
New Completed Task
Triggers when new Tasks is Completed.
New Starred Task
Triggers when a new starred task is added or when an existing task is starred.
Do thisActions
Action is the task that follows automatically within your Toodledo integrations.
Create Folder
Creates a new Folder.
Create Note
Create a Note in Folder.
Create Task
Creates a Task.
Delete Folder
Delete an Existing Folder.
Delete Tasks
Delete all an Existing Task.
Delete Context
Delete an Existing Context.
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Step by step guides to integrate Toodledo and Sangam CRM
Frequently Asked Questions
To start, connect both your Toodledo and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Toodledo triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Toodledo 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 Toodledo 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 Toodledo 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 Toodledo
Toodledo is one of the most popular online productivity tools available today. Use it to organize your life into list and notes.
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.
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