Connect vPlan and Sangam CRM
Integrate vPlan with Sangam CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Fetch Module Fields from Sangam CRM when New or Changed Collection in vPlan
Create Company in Sangam CRM when New or Changed Collection in vPlan
Create Campaign in Sangam CRM when New or Changed Collection in vPlan
Update an Account in Sangam CRM when New or Changed Collection in vPlan
Search an User in Sangam-crm when New or Changed Collection in vPlan
Popular vPlan + Sangam CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
vPlan
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
Choose an action
Sangam CRM
Automatically do this!
Create a new Lead
Create Opportunity
Fetch Module Fields
Create Contact
Create Ticket
Create Company
Create Campaign
Create or Update Lead
Create Or Update Linked Record
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
Add Event Member
Update Ticket
Search Leads
List Module Records
List Leads
Fetch Module Fields from Sangam CRM when New or Changed Collection in vPlan
Use this flowCreate Company in Sangam CRM when New or Changed Collection in vPlan
Use this flowCreate Campaign in Sangam CRM when New or Changed Collection in vPlan
Use this flowUpdate an Account in Sangam CRM when New or Changed Collection in vPlan
Use this flowSearch an User in Sangam-crm when New or Changed Collection in vPlan
Use this flowGet Account related module data from Sangam CRM when New or Changed Collection in vPlan
Use this flowGet Lead related contact module data in Sangam-crm when New or Changed Collection in vPlan
Use this flowAdd Event Member to Sangam CRM when New or Changed Collection in vPlan
Use this flowUpdate Ticket in Sangam CRM when New or Changed Collection in vPlan
Use this flowSearch Leads in Sangam CRM when New or Changed Collection in vPlan
Use this flowSupported Triggers & Actions
Everything you can automate between vPlan and Sangam CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
Create a new Lead
Add a new lead to Sangam CRM using selected custom fields and an optional next follow-up date.
Create Opportunity
Create a new sales opportunity
Fetch Module Fields
Get all fields for a module
Create Contact
Creates a new contact in CRM
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate vPlan and Sangam CRM workflows.
Learn how to automate vPlan and Sangam CRM workflows.
Learn how to automate vPlan and Sangam CRM workflows.
Learn how to automate vPlan and Sangam CRM workflows.
Learn how to automate vPlan and Sangam CRM workflows.
Learn how to automate vPlan and Sangam CRM workflows.
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About Sangam CRM
Sangam CRM is a business CRM platform for managing sales, marketing, helpdesk support, internal tasks, and automated business workflows, with web, mobile, API, and integration capabilities.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your vPlan and Sangam CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between vPlan and Sangam CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Sangam CRM. No coding required.
Yes. You can set up a workflow where vPlan triggers actions in Sangam CRM, and a separate workflow where Sangam CRM triggers actions in vPlan. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between vPlan and Sangam CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire vPlan and Sangam CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
