Connect viaSocket Table and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
New Records Created
New or Updated Records
Column Update Event
New Row Created
Record Updated
Record Deleted
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
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Records Created
Runs when new rows are added to the selected table within the past N minutes.
New or Updated Records
Runs when records in the selected table are created or updated within the last specified minutes (default 15).
Column Update Event
Triggers when a value in a selected table column is updated.
New Row Created
Runs when new row is added to your table
Record Updated
Runs when an existing record is updated in your table.
Record Deleted
Runs when an existing record is deleted in your table.
Do thisActions
Action is the task that follows automatically within your viaSocket Table integrations.
Create Row
Add a new row to the selected table using the provided fields and optional attachments.
Update Table Row
Update fields on a specific table row.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Find Table Records
Return rows from a selected table — filter, limit, sort, and choose which fields to show.
Get all Columns
Retrieves a list of all columns from a specified table.
Get all rows from a table
Retrieve every row from the selected table.
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Step by step guides to integrate viaSocket Table and Sangam CRM
Frequently Asked Questions
To start, connect both your viaSocket Table and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket Table triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how viaSocket Table 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 viaSocket Table 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 viaSocket Table 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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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