Connect Vouchery and Sangam CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Voucher Created
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 Vouchery and Sangam CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher is created.
New Lead Created
Runs when a new lead is created.
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Runs when new ticket is created
New Account Created
Runs when new account is created
Do thisActions
Action is the task that follows automatically within your Vouchery integrations.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
Find Voucher
Find voucher by campaign metadata.
List Customers
Get a list of customers.
Get Not Cancelled Redemptions
Get not cancelled redemptions
List Invalid Redemptions
Get a list of all invalid redemptions.
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Step by step guides to integrate Vouchery and Sangam CRM
Frequently Asked Questions
To start, connect both your Vouchery and Sangam CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Vouchery triggers actions in Sangam CRM (or vice versa).
Absolutely. You can customize how Vouchery 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 Vouchery 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 Vouchery 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 Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
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
