Trackado

Contract Management

Sangam CRM

CRM

Integrations Trackado Sangam CRM

Create integrations between Trackado and Sangam CRM

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AddContractToInbox in Trackado when New Lead in Sangam-crm

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AddContractToInbox in Trackado when New Contact in Sangam-crm

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AddContractToInbox in Trackado when New Opportunity in Sangam-crm

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AddContractToInbox in Trackado when New Ticket in Sangam-crm

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AddContractToInbox in Trackado when New Account in Sangam-crm

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AddContractToInbox in Trackado when New Task in Sangam-crm

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AddContractToInbox in Trackado when New Campaign in Sangam-crm

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AddContractToInbox in Trackado when New Quotation in Sangam CRM

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AddContractToInbox in Trackado when New Call in Sangam-crm

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AddContractToInbox in Trackado when New Contract in Sangam-crm

Actions and Triggers

Triggers

New Lead

Trigger when new lead is created

New Contact

Trigger when new contact is created

New Opportunity

Triggerv when new opportunity is created

New Ticket

Trigger when new tickey=t is created

New Account

Trigger when new account is created

New Task

Trigger when new task is created

Actions

AddContractToInbox

Adds a contract draft to the inbox.

Create a lead

Creates a new lead in Sangam CRM.

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all fields available in specific module

Create a Contact

Creates a new contact in Sangam CRM.

Create a Ticket

Creates a new ticket in sangam CRM.

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Viasocket Integrations

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Trackado

Trackado is a comprehensive contract management solution designed to streamline and simplify the management of contracts and agreements. It offers features such as contract tracking, automated reminders, and detailed reporting to help businesses stay on top of their contractual obligations.

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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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